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iShares Core S&P Small-Cap ETF

1,804 hedge funds and large institutions have $47.2B invested in iShares Core S&P Small-Cap ETF in 2021 Q3 according to their latest regulatory filings, with 92 funds opening new positions, 884 increasing their positions, 582 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,804
Holders Change
-5
Holders Change %
-0.28%
% of All Funds
31.68%
Holding in Top 10
299
Holding in Top 10 Change
-27
Holding in Top 10 Change %
-8.28%
% of All Funds
5.25%
New
92
Increased
884
Reduced
582
Closed
67
Calls
$90.3M
Puts
$178M
Net Calls
-$87.9M
Net Calls Change
-$258M
Name Holding Trade Value Shares
Change
Shares
Change %
HWA
1476
Heartwood Wealth Advisors
Virginia
$347K
PIA
1477
Powell Investment Advisors
Florida
$346K
PAM
1478
Palisade Asset Management
Minnesota
$343K +$40.5K +371 +13%
IFWM
1479
Institute for Wealth Management
Colorado
$342K -$5.46K -50 -2%
NIC
1480
Northwest Investment Counselors
Oregon
$342K +$14.5K +133 +4%
LG
1481
Leuthold Group
Minnesota
$342K +$99.6K +912 +41%
FAM
1482
Formidable Asset Management
Ohio
$341K -$184K -1,682 -35%
AIG
1483
American International Group
New York
$340K -$1.09M -10,000 -76%
AUB
1484
Atlantic Union Bankshares
Virginia
$339K +$17.6K +161 +5%
SBIA
1485
Sheaff Brock Investment Advisors
Indiana
$338K
MMA
1486
Miracle Mile Advisors
California
$338K +$5.47K +50 +2%
TWA
1487
TCI Wealth Advisors
Arizona
$337K -$5.89K -54 -2%
DA
1488
Detalus Advisors
Missouri
$337K -$1.75K -16 -0.5%
WA
1489
Wambolt & Associates
Colorado
$337K +$6.02K +54 +2%
DP
1490
Dearborn Partners
Illinois
$335K
CBTWT
1491
Community Bank & Trust (Waco, Texas)
Texas
$334K -$3.82K -35 -1%
BFG
1492
Beacon Financial Group
Texas
$334K
AIP
1493
ARS Investment Partners
New York
$333K
FMTC
1494
Farmers & Merchants Trust Company
California
$332K
CGPCS
1495
Capital Group Private Client Services
California
$332K +$332K +3,041 New
TW
1496
Towerpoint Wealth
California
$331K
AWA
1497
Alta Wealth Advisors
Massachusetts
$331K +$7.75K +71 +2%
GWM
1498
Gray Wealth Management
Maine
$328K -$57.8K -529 -15%
SCM
1499
Shelton Capital Management
Colorado
$328K
WB
1500
Webster Bank
Connecticut
$328K