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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 %
BBW
1151
Blue Barn Wealth
Utah
$978K +$978K +8,652 New
MFT
1152
Moisand Fitzgerald Tamayo
Florida
$972K -$4.4K -39 -0.5%
SC
1153
Scotia Capital
Ontario, Canada
$970K +$341K +3,019 +54%
BCM
1154
Brookmont Capital Management
Texas
$968K +$11.1K +98 +1%
CCG
1155
Cypress Capital Group
Florida
$968K +$39.3K +348 +4%
ARC
1156
Advisor Resource Council
Texas
$965K +$965K +8,544 New
OBGC
1157
O'Brien Greene & Co
Pennsylvania
$964K -$26.8K -237 -3%
VC
1158
Veracity Capital
Georgia
$963K -$981K -8,680 -50%
IA
1159
Insight Advisors
Pennsylvania
$956K +$73.9K +675 +8%
STA
1160
Summit Trail Advisors
New York
$954K -$19.7K -174 -2%
B
1161
Bridgeworth
Alabama
$954K -$18.4K -163 -2%
WDG
1162
Wealth Dimensions Group
Ohio
$948K -$4.63K -41 -0.5%
PMG
1163
Private Management Group
California
$945K +$345K +3,056 +58%
NP
1164
NorthRock Partners
Minnesota
$940K -$59.7K -528 -6%
JIC
1165
Joel Isaacson & Co
New York
$932K +$29.5K +261 +3%
WFAG
1166
Wescott Financial Advisory Group
Pennsylvania
$928K +$172K +1,572 +23%
ICP
1167
Interchange Capital Partners
Pennsylvania
$927K -$1.26M -11,115 -58%
CCA
1168
Clearwater Capital Advisors
Illinois
$926K -$678 -6 -0.1%
RAM
1169
Riggs Asset Management
Pennsylvania
$918K -$2.6K -23 -0.3%
DY
1170
Dowling & Yahnke
California
$918K +$1.81K +16 +0.2%
BWA
1171
Bordeaux Wealth Advisors
California
$916K -$15.6K -138 -2%
WI
1172
WrapManager Inc
California
$913K -$238K -2,109 -21%
MWA
1173
Motive Wealth Advisors
Michigan
$913K +$913K +8,081 New
CMO
1174
Covenant Multifamily Offices
Texas
$908K -$138K -1,217 -13%
OPWM
1175
Oxinas Partners Wealth Management
Indiana
$908K -$15.1K -134 -2%