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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
+$176M
3
Bank of America
Bank of America
North Carolina
+$164M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$128M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$104M

Top Sellers

1
PPFA
Provida Pension Fund Administrator
Chile
-$1.37B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$722M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$414M
4
Osaic Holdings
Osaic Holdings
Arizona
-$293M
5
CCMG
Clark Capital Management Group
Pennsylvania
-$182M
Name Holding Trade Value Shares
Change 		Shares
Change %
PPA
376
Parametric Portfolio Associates
Washington
$12.1M +$2.79M +24,661 +30%
CBB
377
Citizens Business Bank
California
$12M -$2.18M -19,293 -15%
P
378
&Partners
Tennessee
$12M +$610K +5,400 +5%
MCM
379
Monument Capital Management
Virginia
$12M -$478K -4,233 -4%
DJSG
380
D.J. St. Germain
Massachusetts
$12M -$12K -106 -0.1%
DAS
381
Dynamic Advisor Solutions
Arizona
$12M -$819K -7,247 -6%
BWA
382
BDO Wealth Advisors
Florida
$12M -$368K -3,260 -3%
BOTW
383
Bank of the West
California
$11.9M +$4.19M +37,119 +54%
SG
384
StoneX Group
New York
$11.9M +$1.36M +11,998 +13%
BWM
385
BerganKDV Wealth Management
Minnesota
$11.9M +$443K +3,920 +4%
SW
386
SteelPeak Wealth
California
$11.9M +$1.06M +9,412 +10%
EIA
387
Edgemoor Investment Advisors
Maryland
$11.9M +$2.06M +18,201 +21%
PFP
388
Pinnacle Financial Partners
Tennessee
$11.8M -$92.9K -822 -0.8%
PWA
389
Pinnacle Wealth Advisors
Tennessee
$11.8M +$11.8M +104,783 New
HCP
390
Holt Capital Partners
Texas
$11.8M – – –
OCM
391
One Capital Management
California
$11.8M -$600K -5,310 -5%
HSA
392
HBK Sorce Advisory
Pennsylvania
$11.7M -$1.05M -9,286 -8%
PA
393
Pinnacle Associates
New York
$11.7M +$49.7K +440 +0.4%
Bank Julius Baer & Co
394
Bank Julius Baer & Co
Switzerland
$11.6M +$1.83M +16,212 +19%
CFA
395
Carroll Financial Associates
North Carolina
$11.6M +$347K +3,073 +3%
Retirement Systems of Alabama
396
Retirement Systems of Alabama
Alabama
$11.6M – – –
FHA
397
First Horizon Advisors
Tennessee
$11.4M -$5.64M -49,949 -33%
OWA
398
Outlook Wealth Advisors
Texas
$11.4M +$1.22M +10,771 +12%
EWA
399
EP Wealth Advisors
California
$11.3M -$1.94M -17,162 -15%
GPA
400
Guidance Point Advisors
Massachusetts
$11.3M +$298K +2,635 +3%
14 15
16
17 18