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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 %
AFS
301
Aft Forsyth & Sober
Florida
$15.2M +$11.3M +104,475 +292%
SI
302
Stephens Inc
Arkansas
$15.2M +$738K +6,798 +5%
BFO
303
Boston Family Office
Massachusetts
$15.2M -$773K -6,897 -5%
WTC
304
WhitTier Trust Company
Nevada
$15.2M +$303K +2,795 +2%
BWL
305
Bogart Wealth LLC
Virginia
$15.2M +$15.2M +139,705 +83,158%
Principal Financial Group
306
Principal Financial Group
Iowa
$15.1M -$6.68M -61,538 -31%
SAM
307
Summit Asset Management
Tennessee
$15M -$103K -951 -0.7%
A
308
AdvicePeriod
California
$15M -$810K -7,463 -5%
MIAN
309
Mariner Independent Advisor Network
Kansas
$15M +$5.84M +53,782 +64%
PFM
310
Phillips Financial Management
Indiana
$15M -$66.9K -616 -0.4%
IWS
311
Insight Wealth Strategies
California
$15M +$3.51M +32,350 +31%
BSSFA
312
Baron Silver Stevens Financial Advisors
Florida
$14.9M +$140K +1,289 +0.9%
APA
313
Allegiant Private Advisors
Florida
$14.9M -$868K -7,997 -5%
ZCM
314
Ziegler Capital Management
Illinois
$14.9M +$618K +5,694 +4%
KFAA
315
Klaas Financial Asset Advisors
Illinois
$14.8M +$151K +1,389 +1%
MSL
316
Mackay Shields LLC
New York
$14.8M +$14.8M +135,953 New
FA
317
Fountainhead AM
New Jersey
$14.7M +$1.03M +9,470 +7%
EWA
318
Encompass Wealth Advisors
Oregon
$14.7M +$3.36M +30,616 +30%
JFA
319
JNBA Financial Advisors
Minnesota
$14.6M +$750K +6,914 +5%
NCMW
320
Northern Capital Management (Washington)
Washington
$14.6M -$1.83M -16,837 -11%
EIG
321
Ellenbecker Investment Group
Wisconsin
$14.5M -$2.27M -20,927 -14%
CIG
322
Cairn Investment Group
Washington
$14.4M +$466K +4,327 +3%
HR
323
Hardy Reed
Mississippi
$14.4M +$6.4K +59 +0%
CB
324
Community Bank
New York
$14.4M -$1.62M -14,902 -10%
KWMG
325
King Wealth Management Group
Florida
$14.3M +$3.88M +35,718 +37%
11 12
13
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