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iShares Core S&P Small-Cap ETF
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Overview Fund Activity

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

Top Buyers

1
Wells Fargo
Wells Fargo
California
$2.19B
2
Bank of America
Bank of America
North Carolina
$3.84B
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$2.18B
4
Morgan Stanley
Morgan Stanley
New York
$2.07B
5
PPFA
Provida Pension Fund Administrator
Chile
$570M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$2.68B
2
FCAS
First Command Advisory Services
Texas
$996M
3
Citigroup
Citigroup
New York
$169M
4
HNB
Huntington National Bank
Ohio
$195M
5
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
$115M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFG
226
Compton Financial Group
Maryland
$20.6M +$42.7K +393 +0.2%
TFO
227
Tarbox Family Office
California
$20.2M -$717K -6,610 -3%
CCFCSB
228
Cape Cod Five Cents Savings Bank
Massachusetts
$20M -$1.02M -9,407 -5%
OC
229
Oppenheimer & Co
New York
$19.9M +$880K +8,110 +5%
MA
230
Montag & Associates
Georgia
$19.8M +$879K +8,096 +5%
FWM
231
Fairhaven Wealth Management
Illinois
$19.5M -$543K -4,999 -3%
LNC
232
Lincoln National Corp
Pennsylvania
$19.5M +$679K +6,255 +4%
RJT
233
Raymond James Trust
Florida
$19.5M +$696K +6,409 +4%
LWP
234
Legacy Wealth Partners
California
$19.4M +$2.4M +22,072 +14%
AWM
235
Apollon Wealth Management
South Carolina
$19.4M +$2.52M +23,263 +15%
Fidelity International
236
Fidelity International
Bermuda
$19.1M +$19.1M +176,439 New
HS
237
Horan Securities
United States
$19.1M -$3.01M -27,722 -14%
FFBTD
238
First Financial Bank - Trust Division
Ohio
$18.9M +$365K +3,364 +2%
MCWS
239
McKinley Carter Wealth Services
West Virginia
$18.9M +$1.4M +12,933 +8%
BCM
240
Brookstone Capital Management
Illinois
$18.9M +$2.75M +25,338 +17%
PFA
241
Pettinga Financial Advisors
Indiana
$18.7M -$530K -4,882 -3%
HBT
242
Hills Bank & Trust
Iowa
$18.6M +$480K +4,421 +3%
APA
243
American Portfolios Advisors
New York
$18.4M -$2.69M -24,774 -13%
RCA
244
Resonant Capital Advisors
Wisconsin
$18.4M +$696K +6,409 +4%
ETS
245
ESL Trust Services
New York
$18.4M +$45.6K +420 +0.2%
CFIA
246
Cantor Fitzgerald Investment Advisors
New York
$18.4M -$39.5K -430 -0.2%
PMG
247
ProVise Management Group
Florida
$18.2M +$292K +2,693 +2%
HCA
248
Heck Capital Advisors
Wisconsin
$18M +$3.57M +32,898 +25%
ERWM
249
Elk River Wealth Management
Colorado
$17.9M +$3.58M +33,019 +25%
FBA
250
Front Barnett Associates
Illinois
$17.9M +$9.44M +86,959 +112%
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