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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 %
SFP
351
Strategic Financial Partners
Oregon
$12.5M +$541K +4,952 +5%
NCM
352
Neumann Capital Management
California
$12.5M -$36.1K -331 -0.3%
AIC
353
Ameritas Investment Company
Nebraska
$12.5M +$2.67M +24,428 +27%
MWC
354
MKD Wealth Coaches
Michigan
$12.5M +$255K +2,333 +2%
W
355
Wealthquest
Ohio
$12.4M -$3.55M -32,501 -22%
KLI
356
Kelman-Lazarov Inc
Tennessee
$12.4M -$86.9K -796 -0.7%
WH
357
Whitcomb & Hess
Ohio
$12.4M +$466K +4,270 +4%
SFWA
358
Summit Financial Wealth Advisors
Louisiana
$12.4M +$182K +1,664 +1%
MIC
359
Means Investment Company
Maine
$12.4M +$602K +5,509 +5%
OIS
360
Okabena Investment Services
Minnesota
$12.4M +$1.2K +11 +0%
P
361
&Partners
Tennessee
$12.3M +$687K +6,312 +6%
SG
362
StoneX Group
New York
$12.3M +$782K +7,162 +7%
PAM
363
Peninsula Asset Management
Florida
$12.2M +$253K +2,320 +2%
CWM
364
Cranbrook Wealth Management
Michigan
$12.2M +$441K +4,041 +4%
FVWA
365
Foster Victor Wealth Advisors
South Carolina
$12.1M +$40.7K +373 +0.3%
TPCW
366
TD Private Client Wealth
New York
$12M +$2.58M +23,612 +27%
RRA
367
Round Rock Advisors
Connecticut
$12M -$500K -4,580 -4%
PFP
368
Pinnacle Financial Partners
Tennessee
$11.9M +$440K +4,033 +4%
CB
369
Community Bank
New York
$11.9M -$1.97M -17,999 -14%
HFA
370
High Falls Advisors
New York
$11.8M +$31.3K +287 +0.3%
PHAM
371
Palisades Hudson Asset Management
Florida
$11.8M -$58.1K -532 -0.5%
IWMA
372
Ironwood Wealth Management (Arizona)
Arizona
$11.7M +$4.29M +39,269 +58%
SGI
373
Summit Global Investments
Utah
$11.7M -$814K -7,456 -7%
DWA
374
Divergent Wealth Advisors
Utah
$11.7M +$3.02M +27,688 +35%
WWM
375
Wiser Wealth Management
Georgia
$11.7M +$1.55M +14,228 +15%
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