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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
Morgan Stanley
New York
$2.46B
2
PPFA
Provida Pension Fund Administrator
Chile
$419M
3
NFA
Nationwide Fund Advisors
Ohio
$244M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$2.33B
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.9B

Top Sellers

1
Bank of America
Bank of America
North Carolina
$3.13B
2
TF
Trek Financial
Arizona
$8.76M
3
RJA
Raymond James & Associates
Florida
$697M
4
AI
Atria Investments
North Carolina
$26M
5
VWM
Venturi Wealth Management
Texas
$3.13M
Name Holding Trade Value Shares
Change 		Shares
Change %
GLLW
276
Graves Light Lenhart Wealth
Virginia
$16.2M +$3.17M +29,017 +24%
BSSFA
277
Baron Silver Stevens Financial Advisors
Florida
$16M +$591K +5,411 +4%
TF
278
TimeScale Financial
Massachusetts
$16M +$86.4K +791 +0.5%
SIC
279
Shoker Investment Counsel
Ohio
$16M +$324K +2,970 +2%
AFS
280
Aft Forsyth & Sober
Florida
$15.9M – – –
CPO
281
Cerity Partners OCIO
New York
$15.9M +$845K +7,739 +6%
FHC
282
Fort Henry Capital
West Virginia
$15.8M +$152K +1,394 +1%
GGS
283
Galvin Gaustad & Stein
Arizona
$15.7M -$232K -2,122 -1%
NCM
284
Noesis Capital Mangement
Florida
$15.6M -$67.9K -622 -0.4%
NEPPG
285
New England Professional Planning Group
Rhode Island
$15.5M +$191K +1,687 +1%
SAM
286
Summit Asset Management
Tennessee
$15.4M +$80K +733 +0.5%
IWS
287
Insight Wealth Strategies
California
$15.4M +$826K +7,562 +6%
CRC
288
Curi RMB Capital
Illinois
$15.3M +$345K +3,162 +2%
PCMC
289
Private Capital Management (Colorado)
Colorado
$15.3M +$103K +939 +0.7%
NA
290
Nottingham Advisors
New York
$15.3M +$1.01M +9,170 +7%
KWMG
291
King Wealth Management Group
Florida
$15.3M +$365K +3,346 +2%
Principal Financial Group
292
Principal Financial Group
Iowa
$15.2M -$49.6K -454 -0.3%
AF
293
Allworth Financial
California
$15.1M +$4.57M +41,823 +44%
FANJ
294
Financial Architects (New Jersey)
New Jersey
$15M -$1.83M -16,776 -11%
VCM
295
Verde Capital Management
Michigan
$15M +$763K +6,991 +5%
MWM
296
MTC Wealth Management
Florida
$15M +$752K +6,883 +5%
Wealth Enhancement Advisory Services
297
Wealth Enhancement Advisory Services
Minnesota
$14.9M +$4.98M +43,977 +50%
NCMW
298
Northern Capital Management (Washington)
Washington
$14.9M +$30.1K +276 +0.2%
ST
299
Smithfield Trust
Pennsylvania
$14.8M -$136K -1,243 -0.9%
BNP Paribas Financial Markets
300
BNP Paribas Financial Markets
France
$14.7M +$4.72M +43,245 +47%
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