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iShares Core S&P Small-Cap ETF

1,809 hedge funds and large institutions have $48.7B invested in iShares Core S&P Small-Cap ETF in 2021 Q2 according to their latest regulatory filings, with 98 funds opening new positions, 884 increasing their positions, 638 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,809
Holders Change
+24
Holders Change %
+1.34%
% of All Funds
31.58%
Holding in Top 10
326
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-4.96%
% of All Funds
5.69%
New
98
Increased
884
Reduced
638
Closed
53
Calls
$293M
Puts
$123M
Net Calls
+$170M
Net Calls Change
+$257M
Name Holding Trade Value Shares
Change
Shares
Change %
TFGT
1076
TS Financial Group (TSFG)
Illinois
$1.25M +$128K +1,133 +11%
FPS
1077
Fieldpoint Private Securities
Connecticut
$1.25M +$168K +1,510 +16%
PPWM
1078
PFG Private Wealth Management
Florida
$1.23M -$14.2K -126 -1%
DWMG
1079
DB Wealth Management Group
California
$1.23M +$283K +2,505 +30%
TC
1080
Trust Company
Kansas
$1.23M -$20.5K -181 -2%
TCPWM
1081
Traverso Chambers Private Wealth Management
California
$1.22M -$81.5K -721 -6%
OC
1082
Oakworth Capital
Alabama
$1.21M +$102K +902 +9%
WGCA
1083
Wolf Group Capital Advisors
Virginia
$1.21M +$26.5K +235 +2%
AIS
1084
American Investment Services
Massachusetts
$1.21M +$94.4K +835 +8%
WB
1085
WesBanco Bank
West Virginia
$1.21M +$155K +1,371 +15%
AFS
1086
Annapolis Financial Services
Maryland
$1.21M -$55K -487 -4%
CP
1087
Capital Planning
Washington
$1.2M +$116K +1,030 +11%
IFAM
1088
Institutional & Family Asset Management
Colorado
$1.2M +$622K +5,504 +108%
BWM
1089
Baystate Wealth Management
Massachusetts
$1.19M +$167K +1,475 +16%
JWS
1090
Juncture Wealth Strategies
Arizona
$1.19M +$15K +134 +1%
RT
1091
Rockland Trust
Massachusetts
$1.19M -$36.3K -321 -3%
ACP
1092
Aviance Capital Partners
Florida
$1.19M -$120K -1,066 -9%
CIBC World Market
1093
CIBC World Market
Ontario, Canada
$1.19M +$103K +914 +10%
CFD
1094
Creative Financial Designs
Indiana
$1.19M +$603K +5,334 +103%
EAM
1095
Evanson Asset Management
California
$1.18M +$17.6K +156 +2%
MWM
1096
Modera Wealth Management
New Jersey
$1.18M -$4.63K -41 -0.4%
PFA
1097
Pinnacle Family Advisors
Missouri
$1.17M +$88.2K +781 +8%
GAM
1098
Geier Asset Management
Maryland
$1.16M +$197K +1,739 +20%
CT
1099
Cambridge Trust
Massachusetts
$1.16M -$73.5K -651 -6%
BFS
1100
Bickling Financial Services
Massachusetts
$1.16M -$138K -1,222 -11%