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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 %
KLI
351
Kelman-Lazarov Inc
Tennessee
$13M -$3.67M -32,465 -22%
SGI
352
Summit Global Investments
Utah
$12.9M +$12.9M +114,691 New
OIS
353
Okabena Investment Services
Minnesota
$12.8M +$20.5K +181 +0.2%
AIC
354
Ameritas Investment Company
Nebraska
$12.7M +$6.09M +43,011 +92%
BPA
355
Beacon Pointe Advisors
California
$12.7M +$2.9M +25,702 +30%
MAS
356
Managed Account Services
Florida
$12.7M -$762K -6,745 -6%
SFWA
357
Summit Financial Wealth Advisors
Louisiana
$12.7M +$865K +7,654 +7%
MWC
358
MKD Wealth Coaches
Michigan
$12.6M +$97.5K +863 +0.8%
CWA
359
Core Wealth Advisors
Florida
$12.6M -$98K -867 -0.8%
APA
360
American Portfolios Advisors
New York
$12.6M -$6.63M -58,687 -35%
FVWA
361
Foster Victor Wealth Advisors
South Carolina
$12.5M -$174K -1,536 -1%
BRWA
362
B. Riley Wealth Advisors
Florida
$12.4M -$6.18M -54,664 -33%
NL
363
NWAM LLC
Washington
$12.4M +$1.47M +13,043 +13%
SFP
364
Strategic Financial Partners
Oregon
$12.4M -$701K -6,207 -5%
SFO
365
Stokes Family Office
Louisiana
$12.4M +$223K +1,972 +2%
WH
366
Whitcomb & Hess
Ohio
$12.4M +$12.4M +109,518 New
PAM
367
Peninsula Asset Management
Florida
$12.4M -$29.9K -265 -0.2%
WSFS
368
Wilmington Savings Fund Society
Delaware
$12.3M -$60.1K -532 -0.5%
CGA
369
Crescent Grove Advisors
Illinois
$12.3M +$2.35M +20,756 +24%
PHAM
370
Palisades Hudson Asset Management
Florida
$12.2M +$15.3K +135 +0.1%
EC
371
Estate Counselors
Wisconsin
$12.2M +$1.7M +15,025 +16%
WWA
372
WC Walker & Associates
California
$12.2M -$105K -937 -0.9%
HFA
373
High Falls Advisors
New York
$12.2M -$1.25M -11,036 -9%
MIC
374
Means Investment Company
Maine
$12.2M +$802K +7,095 +7%
CWM
375
Cranbrook Wealth Management
Michigan
$12.1M -$64.9K -574 -0.5%
13 14
15
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