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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 %
BRWA
251
B. Riley Wealth Advisors
Florida
$17.9M +$1.28M +11,770 +8%
Prudential Financial
252
Prudential Financial
New Jersey
$17.8M +$1.64M +15,120 +10%
DT
253
Daniels + Tansey
Delaware
$17.8M -$2.17M -19,967 -11%
GG
254
Gofen & Glossberg
Illinois
$17.7M -$29.3K -270 -0.2%
LP
255
LGL Partners
Pennsylvania
$17.6M -$2.36M -21,723 -12%
RWM
256
Rezny Wealth Management
Florida
$17.5M +$16.8M +154,354 +2,304%
SFS
257
Summit Financial Strategies
Ohio
$17.4M -$1.52M -14,028 -8%
ODG
258
O'Dell Group
Ohio
$17.3M +$2.07M +19,041 +14%
IWMWV
259
Ironwood Wealth Management (West Virginia)
West Virginia
$17.3M -$402K -3,703 -2%
MHS
260
M Holdings Securities
Oregon
$17.3M +$936K +8,624 +6%
KIG
261
Kowal Investment Group
Wisconsin
$17.2M -$43.8K -404 -0.3%
ODIJL
262
One Day In July LLC
Vermont
$17.1M +$3.11M +28,611 +22%
MA
263
MCF Advisors
Kentucky
$17M +$2.86M +26,343 +20%
CA
264
Capital Advantage
California
$16.8M +$93.1K +858 +0.6%
AWE
265
Avidian Wealth Enterprises
Texas
$16.8M +$3.61M +33,252 +27%
FFS
266
Founders Financial Securities
Maryland
$16.8M +$823K +7,587 +5%
FANJ
267
Financial Architects (New Jersey)
New Jersey
$16.8M +$954K +8,793 +6%
EWM
268
Executive Wealth Management
Michigan
$16.6M -$6.11M -56,282 -27%
QCG
269
Quadrant Capital Group
Ohio
$16.5M +$222K +2,042 +1%
FHA
270
First Horizon Advisors
Tennessee
$16.4M +$2.09M +19,272 +15%
LFS
271
Lutz Financial Services
Nebraska
$16.4M +$358K +3,302 +2%
JIC
272
Johnson Investment Counsel
Ohio
$16.4M +$1.17M +10,818 +8%
GGS
273
Galvin Gaustad & Stein
Arizona
$16.3M -$1.9M -17,538 -10%
RSWM
274
Robertson Stephens Wealth Management
California
$16.3M +$8.95M +82,496 +121%
HWA
275
Hilltop Wealth Advisors
North Carolina
$16.3M +$16.3M +150,419 New
9 10
11
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