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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
Huntington National Bank
Ohio
$245M
2
Wells Fargo
Wells Fargo
California
$2.46B
3
Bank of America
Bank of America
North Carolina
$4.16B
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$129M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$2.29B

Top Sellers

1
PPFA
Provida Pension Fund Administrator
Chile
$200M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$2.07B
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.86B
4
Osaic Holdings
Osaic Holdings
Arizona
$320M
5
CCMG
Clark Capital Management Group
Pennsylvania
$61.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
276
Apollon Wealth Management
South Carolina
$17M -$3.2M -28,299 -16%
HCM
277
Hudson Capital Management
New Jersey
$16.9M +$467K +4,187 +3%
OPWM
278
Oakwell Private Wealth Management
Texas
$16.8M -$101K -893 -0.6%
LWP
279
Legacy Wealth Partners
California
$16.7M -$3.43M -30,396 -17%
EWM
280
Executive Wealth Management
Michigan
$16.6M -$677K -5,995 -4%
W
281
Wealthquest
Ohio
$16.6M -$6.36M -56,260 -28%
GGS
282
Galvin Gaustad & Stein
Arizona
$16.5M -$491K -4,345 -3%
AFS
283
Aft Forsyth & Sober
Florida
$16.4M +$578K +5,120 +4%
TF
284
TimeScale Financial
Massachusetts
$16.4M +$207K +1,831 +1%
PFM
285
Phillips Financial Management
Indiana
$16.4M +$818K +7,241 +5%
CIG
286
Cairn Investment Group
Washington
$16.4M +$1.27M +11,230 +8%
ASN
287
Advisory Services Network
Georgia
$16.3M +$202K +1,788 +1%
SIC
288
Shoker Investment Counsel
Ohio
$16.2M +$219K +1,940 +1%
FHC
289
Fort Henry Capital
West Virginia
$16.2M -$558K -4,938 -3%
SI
290
Stephens Inc
Arkansas
$16M +$135K +1,197 +0.9%
BSSFA
291
Baron Silver Stevens Financial Advisors
Florida
$15.9M +$395K +3,499 +3%
SAM
292
Summit Asset Management
Tennessee
$15.9M +$260K +2,298 +2%
A
293
AdvicePeriod
California
$15.9M +$245K +2,171 +2%
Principal Financial Group
294
Principal Financial Group
Iowa
$15.8M +$84.5K +748 +0.5%
PCMC
295
Private Capital Management (Colorado)
Colorado
$15.7M -$579K -5,123 -4%
JFA
296
JNBA Financial Advisors
Minnesota
$15.6M +$364K +3,223 +2%
CPO
297
Cerity Partners OCIO
New York
$15.5M +$1.14M +10,082 +8%
CRC
298
Curi RMB Capital
Illinois
$15.5M -$624K -5,521 -4%
T
299
TrueFG
Texas
$15.4M -$713K -6,309 -4%
RFP
300
Roth Financial Partners
Texas
$15.4M -$972K -8,599 -6%
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