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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 %
PMG
251
ProVise Management Group
Florida
$19.5M +$549K +4,855 +3%
HCA
252
Heck Capital Advisors
Wisconsin
$19.4M +$712K +6,303 +4%
ETS
253
ESL Trust Services
New York
$19.3M +$155K +1,375 +0.8%
PFA
254
Pettinga Financial Advisors
Indiana
$19.3M -$203K -1,797 -1%
MHS
255
M Holdings Securities
Oregon
$19.1M +$1.15M +10,135 +6%
RWM
256
Rezny Wealth Management
Florida
$19.1M +$907K +8,027 +5%
ODG
257
O'Dell Group
Ohio
$18.8M +$817K +7,230 +5%
DT
258
Daniels + Tansey
Delaware
$18.8M +$1.08M +9,985 +6%
GL
259
Graypoint LLC
New York
$18.7M -$1.67M -14,809 -8%
GG
260
Gofen & Glossberg
Illinois
$18.6M +$157K +1,389 +0.9%
IWC
261
Integrated Wealth Concepts
Massachusetts
$18.5M +$1.54M +13,650 +9%
QCG
262
Quadrant Capital Group
Ohio
$18.1M +$895K +7,922 +5%
HG
263
Harbor Group
New Hampshire
$18M +$1.13M +9,965 +7%
WTC
264
WhitTier Trust Company
Nevada
$17.8M +$2.04M +18,051 +13%
JIC
265
Johnson Investment Counsel
Ohio
$17.8M +$748K +6,622 +4%
CA
266
Capital Advantage
California
$17.7M +$208K +1,840 +1%
IWMWV
267
Ironwood Wealth Management (West Virginia)
West Virginia
$17.6M -$418K -3,696 -2%
FANJ
268
Financial Architects (New Jersey)
New Jersey
$17.4M -$57.1K -505 -0.3%
AF
269
Arrow Financial
New York
$17.4M +$1.42M +12,539 +9%
CS
270
Credit Suisse
Switzerland
$17.3M +$16.7M +147,737 +2,606%
HWA
271
Hilltop Wealth Advisors
North Carolina
$17.3M +$332K +2,937 +2%
MIAN
272
Mariner Independent Advisor Network
Kansas
$17.2M +$1.57M +13,880 +10%
LP
273
LGL Partners
Pennsylvania
$17.1M -$1.2M -10,654 -7%
LFS
274
Lutz Financial Services
Nebraska
$17.1M +$51K +451 +0.3%
FCBT
275
First Citizens Bank & Trust
North Carolina
$17.1M +$2.98M +26,348 +21%
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