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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 %
IWC
276
Integrated Wealth Concepts
Massachusetts
$16.3M +$2.19M +20,213 +16%
HG
277
Harbor Group
New Hampshire
$16.2M +$424K +3,891 +3%
OPWM
278
Oakwell Private Wealth Management
Texas
$16.2M +$263K +2,424 +2%
FHC
279
Fort Henry Capital
West Virginia
$16.1M -$1.24M -11,413 -7%
HCM
280
Hudson Capital Management
New Jersey
$16M +$2.21M +20,375 +16%
KLI
281
Kelman-Lazarov Inc
Tennessee
$16M -$337K -3,106 -2%
SBSB
282
Sullivan, Bruyette, Speros & Blaney
Virginia
$15.9M -$403K -3,711 -2%
RFP
283
Roth Financial Partners
Texas
$15.8M -$3.61M -33,280 -19%
PCMC
284
Private Capital Management (Colorado)
Colorado
$15.7M +$493K +4,542 +3%
TF
285
TimeScale Financial
Massachusetts
$15.6M -$882K -8,130 -5%
T
286
TrueFG
Texas
$15.5M -$1.04M -9,604 -6%
CRC
287
Curi RMB Capital
Illinois
$15.5M +$170K +1,569 +1%
ASN
288
Advisory Services Network
Georgia
$15.5M +$1.53M +14,059 +11%
SFA
289
Stewardship Financial Advisors
Georgia
$15.4M +$1.52M +14,048 +11%
NCM
290
Noesis Capital Mangement
Florida
$15.4M +$304K +2,800 +2%
NEPPG
291
New England Professional Planning Group
Rhode Island
$15.4M -$236K -2,105 -2%
NA
292
Nottingham Advisors
New York
$15.4M -$5.43M -49,973 -26%
LPT
293
Legacy Private Trust
Wisconsin
$15.4M +$2.71M +24,930 +21%
CTC
294
Central Trust Company
Missouri
$15.3M -$539K -4,969 -3%
EH
295
Equitable Holdings
New York
$15.3M +$2.32M +21,343 +18%
SIC
296
Shoker Investment Counsel
Ohio
$15.3M +$308K +2,834 +2%
AF
297
Arrow Financial
New York
$15.3M +$2.4M +22,096 +19%
PWS
298
Paragon Wealth Strategies
Florida
$15.3M +$15.3M +141,180 New
ST
299
Smithfield Trust
Pennsylvania
$15.3M -$283K -2,612 -2%
SWA
300
Sax Wealth Advisors
New Jersey
$15.3M +$3.23M +29,736 +27%
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