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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 %
BOS
101
Bingham Osborn & Scarborough
California
$59.8M -$905K -8,006 -1%
GIM
102
Goelzer Investment Management
Indiana
$57.3M -$7.25M -64,170 -11%
OAM
103
Oppenheimer Asset Management
New York
$56.4M +$2.77M +24,552 +5%
SSB
104
Sandy Spring Bank
Maryland
$56.2M +$2.23M +19,710 +4%
AWM
105
AE Wealth Management
Kansas
$56.1M +$7.4M +65,485 +15%
HH
106
HWG Holdings
Texas
$55.3M +$27.2M +241,098 +97%
SLT
107
St Louis Trust
Missouri
$55M -$4.72M -41,788 -8%
VFA
108
Voya Financial Advisors
Connecticut
$54.7M +$99.7K +885 +0.2%
AI
109
Accredited Investors
Minnesota
$54.4M -$1.29M -11,421 -2%
FMII
110
Farmers & Merchants Investments Inc
Nebraska
$53.7M +$900K +7,963 +2%
FIB
111
First Interstate Bank
Montana
$52.4M +$52.4M +464,033 New
WT
112
Whittier Trust
California
$52.4M +$1.83M +16,192 +4%
MGIA
113
Moneta Group Investment Advisors
Missouri
$52M -$983K -8,697 -2%
Franklin Resources
114
Franklin Resources
California
$51.9M -$71.9K -636 -0.1%
GWM
115
Geneos Wealth Management
Colorado
$51.7M -$5.18M -45,998 -9%
BCI
116
Brinker Capital Investments
Pennsylvania
$51.6M -$2.47M -21,888 -5%
VA
117
Valmark Advisers
Ohio
$50.6M -$7.24M -64,110 -13%
MIA
118
MainStreet Investment Advisors
Illinois
$50.4M +$298K +2,642 +0.6%
Bank of Nova Scotia
119
Bank of Nova Scotia
Ontario, Canada
$49.1M -$2.01M -17,827 -4%
MAM
120
Madison Asset Management
Wisconsin
$48.4M -$5.14M -45,512 -10%
CI
121
Conning Inc
Connecticut
$47M +$98.2K +869 +0.2%
TF
122
TIAA FSB
Florida
$46.3M -$806K -7,136 -2%
Lazard Asset Management
123
Lazard Asset Management
New York
$45.7M -$2.41M -21,324 -5%
MPWT
124
MassMutual Private Wealth & Trust
Connecticut
$45M -$448K -3,966 -1%
Cetera Investment Advisers
125
Cetera Investment Advisers
Illinois
$44.8M +$3.69M +32,675 +9%