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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 %
SFO
376
Stokes Family Office
Louisiana
$11.8M +$11.8M +107,640 New
PHAM
377
Palisades Hudson Asset Management
Florida
$11.7M -$66.3K -611 -0.6%
CWM
378
Cranbrook Wealth Management
Michigan
$11.7M -$1.22M -11,273 -9%
MWM
379
MTC Wealth Management
Florida
$11.6M +$11.6M +107,128 New
BA
380
Ballew Advisors
Mississippi
$11.6M +$5.26M +47,789 +83%
DJSG
381
D.J. St. Germain
Massachusetts
$11.6M -$67.5K -622 -0.6%
IA
382
IFP Advisors
Florida
$11.5M -$2M -18,450 -15%
GSIS
383
Global Strategic Investment Solutions
Arizona
$11.5M +$24.1K +222 +0.2%
PFP
384
Pinnacle Financial Partners
Tennessee
$11.5M +$261K +2,401 +2%
HCP
385
Holt Capital Partners
Texas
$11.3M +$215K +1,985 +2%
AC
386
AlphaCore Capital
California
$11.3M -$1.78M -16,397 -14%
PA
387
Pinnacle Associates
New York
$11.2M -$135K -1,247 -1%
HH
388
Hilltop Holdings
Texas
$11.2M +$2.01M +18,512 +22%
Retirement Systems of Alabama
389
Retirement Systems of Alabama
Alabama
$11.1M +$770K +7,098 +7%
YIA
390
YHB Investment Advisors
Connecticut
$11.1M -$343K -3,100 -3%
IFA
391
Interactive Financial Advisors
Illinois
$11M +$11M +100,984 +19,533%
BWM
392
BerganKDV Wealth Management
Minnesota
$11M -$527K -4,860 -5%
P
393
&Partners
Tennessee
$11M +$856K +7,891 +8%
B
394
Bailard
California
$11M -$173K -1,594 -2%
MFA
395
Mayflower Financial Advisors
Massachusetts
$10.9M -$1.16M -10,659 -10%
WS
396
Wela Strategies
Georgia
$10.9M -$2.09M -19,257 -16%
MIC
397
Means Investment Company
Maine
$10.9M +$198K +1,823 +2%
CFA
398
Carroll Financial Associates
North Carolina
$10.8M +$935K +8,618 +9%
FI
399
FormulaFolio Investments
Michigan
$10.7M -$89.1M -811,840 -89%
RWA
400
Ropes Wealth Advisors
Massachusetts
$10.7M +$258K +2,353 +2%
14 15
16
17 18