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

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

Top Buyers

1
HNB
1
Huntington National Bank
Ohio
$245M
2
Wells Fargo
2
Wells Fargo
California
$2.46B
3
Bank of America
3
Bank of America
North Carolina
$4.16B
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$129M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$2.29B

Top Sellers

1
PPFA
1
Provida Pension Fund Administrator
Chile
$200M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$2.07B
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$1.86B
4
Osaic Holdings
4
Osaic Holdings
Arizona
$320M
5
CCMG
5
Clark Capital Management Group
Pennsylvania
$61.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Prudential Financial
226
Prudential Financial
New Jersey
$22.1M +$3.54M +31,289 +19%
CS
227
Comerica Securities
Michigan
$22M +$361K +3,191 +2%
MA
228
Montag & Associates
Georgia
$21.7M +$1.1M +9,771 +5%
PWAG
229
Polaris Wealth Advisory Group
California
$21.7M -$11.3M -99,044 -34%
LSAG
230
Lake Street Advisors Group
New Hampshire
$21.4M +$81.7K +731 +0.4%
EH
231
Equitable Holdings
New York
$21.4M +$5.43M +48,055 +34%
ODIJL
232
One Day In July LLC
Vermont
$21.3M +$3.54M +31,333 +20%
OC
233
Oppenheimer & Co
New York
$21.3M +$567K +5,017 +3%
HS
234
Horan Securities
United States
$21.2M +$1.31M +11,598 +7%
LNC
235
Lincoln National Corp
Pennsylvania
$21.1M +$888K +7,860 +4%
TFO
236
Tarbox Family Office
California
$21M +$39.8K +352 +0.2%
CCFCSB
237
Cape Cod Five Cents Savings Bank
Massachusetts
$21M +$145K +1,287 +0.7%
Fidelity International
238
Fidelity International
Bermuda
$20.9M +$1.01M +8,953 +5%
CTC
239
Central Trust Company
Missouri
$20.8M +$4.84M +42,853 +30%
ERWM
240
Elk River Wealth Management
Colorado
$20.6M +$1.88M +16,679 +10%
RJT
241
Raymond James Trust
Florida
$20.4M +$132K +1,168 +0.7%
CFG
242
Compton Financial Group
Maryland
$20.3M -$1.22M -10,784 -6%
AWE
243
Avidian Wealth Enterprises
Texas
$20.1M +$2.56M +22,633 +15%
FFBTD
244
First Financial Bank - Trust Division
Ohio
$19.9M +$198K +1,750 +1%
HBT
245
Hills Bank & Trust
Iowa
$19.9M +$471K +4,168 +2%
FWM
246
Fairhaven Wealth Management
Illinois
$19.8M -$452K -4,001 -2%
FBA
247
Front Barnett Associates
Illinois
$19.7M +$1.12M +9,924 +6%
PWS
248
Paragon Wealth Strategies
Florida
$19.6M +$3.67M +32,446 +23%
RCA
249
Resonant Capital Advisors
Wisconsin
$19.6M +$462K +4,088 +2%
VVP
250
Venture Visionary Partners
Ohio
$19.6M -$4.46M -39,443 -19%
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