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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
+$413M
2
PPFA
Provida Pension Fund Administrator
Chile
+$367M
3
NFA
Nationwide Fund Advisors
Ohio
+$244M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$115M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$98.9M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$892M
2
TF
Trek Financial
Arizona
-$152M
3
RJA
Raymond James & Associates
Florida
-$132M
4
AI
Atria Investments
North Carolina
-$126M
5
VWM
Venturi Wealth Management
Texas
-$107M
Name Holding Trade Value Shares
Change 		Shares
Change %
EC
376
Estate Counselors
Wisconsin
$11.6M -$186K -1,700 -2%
PPA
377
Parametric Portfolio Associates
Washington
$11.6M -$42.6K -390 -0.4%
NC
378
NewSquare Capital
Pennsylvania
$11.5M +$613K +5,615 +6%
OWA
379
Outlook Wealth Advisors
Texas
$11.5M +$513K +4,700 +5%
BOTW
380
Bank of the West
California
$11.5M -$21.2K -194 -0.2%
WSFS
381
Wilmington Savings Fund Society
Delaware
$11.5M -$386K -3,536 -3%
HCP
382
Holt Capital Partners
Texas
$11.5M +$75.3K +690 +0.7%
GPA
383
Guidance Point Advisors
Massachusetts
$11.4M +$518K +4,746 +5%
OPWM
384
Oakwell Private Wealth Management
Texas
$11.4M -$4.85M -44,390 -30%
CFA
385
Carroll Financial Associates
North Carolina
$11.4M +$135K +1,240 +1%
DAS
386
Dynamic Advisor Solutions
Arizona
$11.4M -$240K -2,201 -2%
CA
387
Clearstead Advisors
Ohio
$11.4M +$836K +7,661 +8%
WWA
388
WC Walker & Associates
California
$11.3M -$537K -4,916 -5%
CBB
389
Citizens Business Bank
California
$11.3M -$361K -3,303 -3%
NL
390
Navalign LLC
California
$11.2M +$437K +4,000 +4%
Retirement Systems of Alabama
391
Retirement Systems of Alabama
Alabama
$11.2M – – –
NPF
392
Norris Perne & French
Michigan
$11.2M -$1.45M -13,260 -11%
LBC
393
Lowe Brockenbrough & Co
Virginia
$11.2M +$960K +8,788 +9%
PA
394
Pinnacle Associates
New York
$11.1M -$140K -1,285 -1%
YIA
395
YHB Investment Advisors
Connecticut
$11.1M +$137K +1,255 +1%
CA
396
Centerpoint Advisors
Massachusetts
$11.1M +$450K +4,122 +4%
TGAM
397
TBH Global Asset Management
Tennessee
$11M +$1.02M +9,348 +10%
RIA
398
Regal Investment Advisors
Michigan
$10.9M +$356K +3,264 +3%
HSA
399
HBK Sorce Advisory
Pennsylvania
$10.9M -$406K -3,722 -4%
SAS
400
Sage Advisory Services
Texas
$10.9M +$1.24M +11,401 +13%
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