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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 %
PMG
251
ProVise Management Group
Florida
$18.2M -$602K -5,513 -3%
RWM
252
Rezny Wealth Management
Florida
$18.1M -$369K -3,381 -2%
CFO
253
Colony Family Offices
North Carolina
$18M +$3.4M +31,160 +23%
CS
254
Credit Suisse
Switzerland
$18M +$1.24M +11,344 +7%
GG
255
Gofen & Glossberg
Illinois
$18M +$22.9K +210 +0.1%
Natixis Advisors
256
Natixis Advisors
Massachusetts
$17.7M +$3.67M +33,565 +26%
MA
257
Montag & Associates
Georgia
$17.6M -$3.3M -30,252 -16%
HG
258
Harbor Group
New Hampshire
$17.6M +$281K +2,570 +2%
AWM
259
Apollon Wealth Management
South Carolina
$17.5M +$1.07M +9,782 +7%
HWA
260
Hilltop Wealth Advisors
North Carolina
$17.5M +$712K +6,519 +4%
HCM
261
Hudson Capital Management
New Jersey
$17.4M +$862K +7,893 +5%
AF
262
Arrow Financial
New York
$17.3M +$524K +4,795 +3%
JIC
263
Johnson Investment Counsel
Ohio
$17.2M +$58.4K +535 +0.3%
ETS
264
ESL Trust Services
New York
$17.1M -$1.59M -14,522 -9%
PWAG
265
Polaris Wealth Advisory Group
California
$17M -$4.37M -38,941 -20%
CA
266
Capital Advantage
California
$16.9M -$224K -2,052 -1%
FA
267
Fountainhead AM
New Jersey
$16.9M +$2.04M +18,647 +14%
MIAN
268
Mariner Independent Advisor Network
Kansas
$16.8M +$194K +1,771 +1%
T
269
TrueFG
Texas
$16.8M +$1.31M +11,569 +8%
CIG
270
Cairn Investment Group
Washington
$16.7M +$861K +7,885 +5%
EWM
271
Executive Wealth Management
Michigan
$16.6M +$598K +5,473 +4%
LP
272
LGL Partners
Pennsylvania
$16.6M +$33.4K +306 +0.2%
FCBT
273
First Citizens Bank & Trust
North Carolina
$16.6M +$73K +669 +0.4%
CIAS
274
Capital Investment Advisory Services
North Carolina
$16.6M +$12.6M +115,130 +315%
LFS
275
Lutz Financial Services
Nebraska
$16.4M -$80.3K -735 -0.5%
9 10
11
12 13