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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
+$475M
2
Bank of America
Bank of America
North Carolina
+$383M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$243M
4
Morgan Stanley
Morgan Stanley
New York
+$167M
5
PPFA
Provida Pension Fund Administrator
Chile
+$162M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$689M
2
FCAS
First Command Advisory Services
Texas
-$176M
3
Citigroup
Citigroup
New York
-$150M
4
HNB
Huntington National Bank
Ohio
-$114M
5
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
-$108M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
351
Evermay Wealth Management
Virginia
$12.8M +$2.34M +21,562 +22%
EWA
352
EP Wealth Advisors
California
$12.7M +$6.85M +63,078 +116%
BFWA
353
Benchmark Financial Wealth Advisors
Florida
$12.7M -$218K -2,012 -2%
NPF
354
Norris Perne & French
Michigan
$12.7M +$60.2K +555 +0.5%
GRP
355
Global Retirement Partners
California
$12.6M +$631K +5,810 +5%
SFP
356
Strategic Financial Partners
Oregon
$12.6M +$1.17M +10,754 +10%
ECM
357
Exchange Capital Management
Michigan
$12.6M +$450K +4,150 +4%
RRA
358
Round Rock Advisors
Connecticut
$12.5M -$328K -3,021 -3%
SL
359
Salomon & Ludwin
Virginia
$12.4M +$1.29M +11,877 +12%
XF
360
XML Financial
Maryland
$12.4M -$74.8K -689 -0.6%
DAS
361
Dynamic Advisor Solutions
Arizona
$12.3M -$452K -4,167 -4%
HSA
362
HBK Sorce Advisory
Pennsylvania
$12.3M +$78.1K +720 +0.6%
GLLW
363
Graves Light Lenhart Wealth
Virginia
$12.3M +$388K +3,576 +3%
OIS
364
Okabena Investment Services
Minnesota
$12.3M +$6.73K +62 +0.1%
FVWA
365
Foster Victor Wealth Advisors
South Carolina
$12.2M -$2.29M -21,000 -16%
CWA
366
Core Wealth Advisors
Florida
$12.2M +$110K +1,018 +0.9%
PL
367
Polianta Ltd
Jersey
$12.2M -$2.54M -23,400 -17%
WWA
368
WC Walker & Associates
California
$12.1M -$155K -1,405 -1%
SBL
369
Sargent Bickham Lagudis
Colorado
$12.1M +$967K +8,911 +9%
MWC
370
MKD Wealth Coaches
Michigan
$12M -$1.07M -9,821 -8%
MCM
371
Monument Capital Management
Virginia
$12M +$6.17M +56,862 +106%
PAM
372
Peninsula Asset Management
Florida
$11.9M +$80.9K +745 +0.7%
OCM
373
One Capital Management
California
$11.9M -$677K -6,238 -5%
BWA
374
BDO Wealth Advisors
Florida
$11.9M +$1.03M +9,475 +9%
WSFS
375
Wilmington Savings Fund Society
Delaware
$11.9M -$9.66K -89 -0.1%
13 14
15
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