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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 %
Bank of America
1
Bank of America
North Carolina
$3.84B +$383M +3,532,596 +11%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$2.68B -$689M -6,345,986 -20%
Wells Fargo
3
Wells Fargo
California
$2.19B +$475M +4,378,283 +28%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$2.18B +$243M +2,239,732 +13%
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$2.1B -$19M -174,677 -0.9%
Morgan Stanley
6
Morgan Stanley
New York
$2.07B +$167M +1,535,849 +9%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$1.31B +$143M +1,316,358 +12%
BlackRock
8
BlackRock
New York
$1.22B +$118M +1,087,206 +11%
UBS Group
9
UBS Group
Switzerland
$1.03B +$27.4M +252,178 +3%
FCAS
10
First Command Advisory Services
Texas
$996M -$176M -1,617,253 -15%
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
$883M -$32.3M -297,163 -4%
RJA
12
Raymond James & Associates
Florida
$811M -$11.6M -106,823 -1%
Goldman Sachs
13
Goldman Sachs
New York
$728M -$59.4M -547,335 -8%
Ameriprise
14
Ameriprise
Minnesota
$665M +$9.06M +83,565 +1%
LPL Financial
15
LPL Financial
California
$628M +$152M +1,401,645 +32%
Northern Trust
16
Northern Trust
Illinois
$613M +$24M +220,850 +4%
Osaic Holdings
17
Osaic Holdings
Arizona
$589M -$61.1M -562,944 -9%
Financial Engines Advisors
18
Financial Engines Advisors
California
$575M +$11.4M +104,703 +2%
PPFA
19
Provida Pension Fund Administrator
Chile
$570M +$162M +1,041,336 +40%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$542M -$10.7M -98,416 -2%
Truist Financial
21
Truist Financial
North Carolina
$486M +$72.2M +665,346 +17%
GT
22
Glenmede Trust
Pennsylvania
$477M +$31.8M +293,271 +7%
US Bancorp
23
US Bancorp
Minnesota
$475M +$4.47M +41,175 +0.9%
KeyBank National Association
24
KeyBank National Association
Ohio
$417M -$7.77M -71,563 -2%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$414M +$18.5M +170,197 +5%