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iShares Core S&P Small-Cap ETF

1,785 hedge funds and large institutions have $47.9B invested in iShares Core S&P Small-Cap ETF in 2021 Q1 according to their latest regulatory filings, with 147 funds opening new positions, 772 increasing their positions, 682 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,785
Holders Change
+63
Holders Change %
+3.66%
% of All Funds
31.43%
Holding in Top 10
343
Holding in Top 10 Change
+53
Holding in Top 10 Change %
+18.28%
% of All Funds
6.04%
New
147
Increased
772
Reduced
682
Closed
63
Calls
$255M
Puts
$342M
Net Calls
-$87.1M
Net Calls Change
-$227M
Name Holding Trade Value Shares
Change
Shares
Change %
GWM
101
Geneos Wealth Management
Colorado
$55.8M -$4.76M -43,089 -8%
VA
102
Valmark Advisers
Ohio
$55.6M +$2.31M +21,281 +4%
MFW
103
Meristem Family Wealth
Minnesota
$55.5M +$6.24M +57,484 +13%
VC
104
Vicus Capital
Pennsylvania
$55.1M -$5.1M -46,953 -8%
FIB
105
First Interstate Bancsystem
Montana
$54.3M +$54.3M +500,229 New
AI
106
Accredited Investors
Minnesota
$53.5M -$6.19M -57,052 -10%
CAN
107
Cetera Advisor Networks
California
$52.9M +$464K +4,279 +0.9%
VFA
108
Voya Financial Advisors
Connecticut
$52.5M -$9.41M -87,006 -15%
BCI
109
Brinker Capital Investments
Pennsylvania
$52M +$7.83M +72,177 +18%
SSB
110
Sandy Spring Bank
Maryland
$51.9M +$1.07M +9,830 +2%
OAM
111
Oppenheimer Asset Management
New York
$51.5M +$962K +8,868 +2%
MAM
112
Madison Asset Management
Wisconsin
$51.4M -$903K -8,324 -2%
MGIA
113
Moneta Group Investment Advisors
Missouri
$50.9M +$9.41M +86,715 +23%
FMII
114
Farmers & Merchants Investments Inc
Nebraska
$50.8M +$1.46M +13,441 +3%
Franklin Resources
115
Franklin Resources
California
$49.9M +$1.36M +12,505 +3%
Bank of Nova Scotia
116
Bank of Nova Scotia
Ontario, Canada
$49.1M +$5.72M +52,692 +13%
WT
117
Whittier Trust
California
$48.5M +$4.91M +45,231 +11%
MIA
118
MainStreet Investment Advisors
Illinois
$48.1M -$4.73M -43,623 -9%
AWM
119
AE Wealth Management
Kansas
$46.8M +$13.6M +124,916 +41%
Lazard Asset Management
120
Lazard Asset Management
New York
$46.2M +$567K +5,228 +1%
COPPSERS
121
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$45.5M +$11.3M +103,720 +33%
TF
122
TIAA FSB
Florida
$45.3M -$1.21M -11,141 -3%
CI
123
Conning Inc
Connecticut
$45.1M -$669K -6,160 -1%
MCC
124
Money Concepts Capital
Florida
$43.8M -$2.17M -19,961 -5%
MPWT
125
MassMutual Private Wealth & Trust
Connecticut
$43.7M -$2M -18,412 -4%