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

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

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$2.46B
2
PPFA
2
Provida Pension Fund Administrator
Chile
$419M
3
NFA
3
Nationwide Fund Advisors
Ohio
$244M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$2.33B
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$1.9B

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$3.13B
2
TF
2
Trek Financial
Arizona
$8.76M
3
RJA
3
Raymond James & Associates
Florida
$697M
4
AI
4
Atria Investments
North Carolina
$26M
5
VWM
5
Venturi Wealth Management
Texas
$3.13M
Name Holding Trade Value Shares
Change 		Shares
Change %
CTC
226
Central Trust Company
Missouri
$21.1M +$949K +8,689 +5%
Fidelity International
227
Fidelity International
Bermuda
$20.9M +$608K +5,564 +3%
LSAG
228
Lake Street Advisors Group
New Hampshire
$20.8M -$87.7K -803 -0.4%
CS
229
Comerica Securities
Michigan
$20.7M -$577K -5,283 -3%
RCA
230
Resonant Capital Advisors
Wisconsin
$20.6M +$1.63M +14,966 +9%
CCFCSB
231
Cape Cod Five Cents Savings Bank
Massachusetts
$20.5M +$208K +1,901 +1%
Prudential Financial
232
Prudential Financial
New Jersey
$20.4M -$1.01M -9,272 -5%
AWE
233
Avidian Wealth Enterprises
Texas
$20.2M +$855K +7,830 +4%
GL
234
Graypoint LLC
New York
$19.9M +$1.89M +17,345 +10%
TPWA
235
TRUE Private Wealth Advisors
Oregon
$19.7M -$4.75M -43,478 -19%
DT
236
Daniels + Tansey
Delaware
$19.7M +$755K +6,918 +4%
PFA
237
Pettinga Financial Advisors
Indiana
$19.7M +$1.09M +9,990 +6%
HBT
238
Hills Bank & Trust
Iowa
$19.6M +$429K +3,927 +2%
VVP
239
Venture Visionary Partners
Ohio
$19.6M +$705K +6,454 +4%
FWM
240
Fairhaven Wealth Management
Illinois
$19.4M +$248K +2,268 +1%
HCA
241
Heck Capital Advisors
Wisconsin
$19.4M +$604K +5,532 +3%
FFBTD
242
First Financial Bank - Trust Division
Ohio
$19.3M +$68.1K +624 +0.4%
FBA
243
Front Barnett Associates
Illinois
$19.3M +$174K +1,594 +0.9%
RJT
244
Raymond James Trust
Florida
$19.1M -$574K -5,261 -3%
ODG
245
O'Dell Group
Ohio
$19.1M +$899K +8,234 +5%
HF
246
HRT Financial
New York
$18.9M +$18.9M +172,703 New
WTC
247
WhitTier Trust Company
Nevada
$18.6M +$1.36M +12,440 +8%
BPA
248
Beacon Pointe Advisors
California
$18.6M +$6.31M +57,744 +51%
QCG
249
Quadrant Capital Group
Ohio
$18.3M +$813K +7,446 +5%
PFM
250
Phillips Financial Management
Indiana
$18.2M +$2.36M +21,646 +15%
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