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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 %
RFP
301
Roth Financial Partners
Texas
$14.7M -$178K -1,632 -1%
FWP
302
FAS Wealth Partners
Kansas
$14.6M +$409K +3,742 +3%
NCM
303
Novare Capital Management
North Carolina
$14.6M +$161K +1,473 +1%
EA
304
Evergreen Advisors
Tennessee
$14.6M +$596K +5,460 +4%
JFA
305
JNBA Financial Advisors
Minnesota
$14.5M -$535K -4,904 -4%
HR
306
Hardy Reed
Mississippi
$14.5M – – –
ASN
307
Advisory Services Network
Georgia
$14.4M -$1.34M -12,317 -9%
KFAA
308
Klaas Financial Asset Advisors
Illinois
$14.4M +$618K +5,663 +4%
CGA
309
Crescent Grove Advisors
Illinois
$14.3M +$2.49M +22,809 +21%
NFG
310
Nations Financial Group
Iowa
$14.3M +$183K +1,679 +1%
ZCM
311
Ziegler Capital Management
Illinois
$14.2M -$375K -3,434 -3%
IWMWV
312
Ironwood Wealth Management (West Virginia)
West Virginia
$14.1M -$2.87M -26,324 -17%
TCOV
313
Trust Company of Vermont
Vermont
$14.1M +$54.9K +503 +0.4%
HI
314
Hudock Inc
Pennsylvania
$14.1M +$217K +1,984 +2%
MSA
315
Marino Stram & Associates
Massachusetts
$14M +$14M +128,569 New
FFS
316
Founders Financial Securities
Maryland
$14M +$700K +6,415 +5%
EWA
317
Encompass Wealth Advisors
Oregon
$14M -$34.2K -313 -0.2%
BRC
318
BHF RG Capital
Arizona
$14M +$4.31M +39,463 +45%
GDP
319
Great Diamond Partners
Maine
$13.8M +$262K +2,403 +2%
EWM
320
Evermay Wealth Management
Virginia
$13.8M +$692K +6,341 +5%
BFWA
321
Benchmark Financial Wealth Advisors
Florida
$13.7M +$322K +2,949 +2%
PWLP
322
Prio Wealth Limited Partnership
Massachusetts
$13.7M +$78.1K +715 +0.6%
BC
323
Bartlett & Co
Ohio
$13.7M +$4.77M +43,702 +53%
BCWM
324
Bartlett & Co Wealth Management
Ohio
$13.7M +$4.77M +43,702 +53%
RSWM
325
Robertson Stephens Wealth Management
California
$13.7M -$125K -1,141 -0.9%
11 12
13
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