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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 %
AWM
1526
Aries Wealth Management
Maine
$304K
SCM
1527
Stordahl Capital Management
Colorado
$303K
MWM
1528
Merriman Wealth Management
Washington
$301K -$56.9K -504 -16%
PA
1529
Parkside Advisors
California
$301K
CTA
1530
Colonial Trust Advisors
South Carolina
$301K +$301K +2,665 New
CWMU
1531
Caliber Wealth Management (Utah)
Utah
$300K -$251K -2,222 -46%
PCAP
1532
Pratt Collard Advisory Partners
New York
$300K
WP
1533
WealthPLAN Partners
Nebraska
$299K +$15.6K +139 +6%
CPSC
1534
Carl P. Sherr & Co
Massachusetts
$298K
PTC
1535
Philadelphia Trust Company
Pennsylvania
$298K
EWA
1536
Evolution Wealth Advisors
Florida
$297K
BWM
1537
BCGM Wealth Management
Indiana
$297K +$110 +1 +0%
GC
1538
Gratus Capital
Georgia
$296K -$15.3K -135 -5%
BAMG
1539
Brand Asset Management Group
Missouri
$296K
KCM
1540
Kathmere Capital Management
Pennsylvania
$296K +$24.8K +220 +9%
AMM
1541
American Money Management
California
$295K -$7.58K -67 -3%
IPW
1542
Inlet Private Wealth
Florida
$295K +$678 +6 +0.2%
PL
1543
Plancorp LLC
Missouri
$294K -$903 -8 -0.3%
FFA
1544
Founders Financial Alliance
North Carolina
$293K -$160K -1,403 -35%
SCM
1545
Seascape Capital Management
New Hampshire
$293K
BCM
1546
BlueCrest Capital Management
Jersey
$291K +$291K +2,578 New
FPCP
1547
Fort Point Capital Partners
California
$290K
CWM
1548
Concentric Wealth Management
California
$290K
FA
1549
FC Advisory
Pennsylvania
$288K +$903 +8 +0.3%
CAMG
1550
CWA Asset Management Group
Florida
$288K +$48K +422 +20%