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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 %
EVM
401
Evelyn V. Moreno
$10.7M -$6.73K -62 -0.1%
MC
402
Middleton & Co
Massachusetts
$10.6M +$1.16M +10,723 +12%
BOH
403
Bank of Hawaii
Hawaii
$10.6M -$1.07M -9,865 -9%
GPA
404
Guidance Point Advisors
Massachusetts
$10.6M -$543K -5,005 -5%
TWP
405
TFO Wealth Partners
Ohio
$10.5M -$229K -2,107 -2%
LIA
406
LBMC Investment Advisors
Tennessee
$10.5M +$1.63K +15 +0%
NL
407
NWAM LLC
Washington
$10.5M +$5.1M +46,962 +94%
SW
408
SteelPeak Wealth
California
$10.4M +$9.93M +91,536 +2,153%
CA
409
Clearstead Advisors
Ohio
$10.4M +$380K +3,503 +4%
CA
410
Centerpoint Advisors
Massachusetts
$10.4M +$227K +2,089 +2%
PFG
411
Pacific Financial Group
Washington
$10.3M -$100K -922 -1%
FFA
412
Fi3 Financial Advisors
Indiana
$10.3M +$10.3M +95,149 New
IA
413
IFG Advisors
Missouri
$10.2M -$81.9K -755 -0.8%
CG
414
CFO4Life Group
Texas
$10.2M -$101K -928 -1%
SG
415
StoneX Group
New York
$10.1M +$918K +8,461 +10%
EC
416
Estate Counselors
Wisconsin
$10.1M +$270K +2,490 +3%
BC
417
Brio Consultants
California
$10M +$455K +4,197 +5%
SDAM
418
Shulman DeMeo Asset Management
New York
$9.97M +$19.2K +177 +0.2%
KPWS
419
Kestra Private Wealth Services
Texas
$9.9M +$148K +1,363 +2%
CCA
420
Column Capital Advisors
Indiana
$9.89M -$75.5K -696 -0.8%
HI
421
Human Investing
Oregon
$9.85M -$177K -1,631 -2%
ISWM
422
Independent Solutions Wealth Management
New York
$9.84M -$273K -2,512 -3%
MG
423
Mather Group
Illinois
$9.78M -$325K -2,994 -3%
OWA
424
Outlook Wealth Advisors
Texas
$9.78M +$2.96M +27,268 +43%
NL
425
Navalign LLC
California
$9.77M +$9.77M +89,990 New
15 16
17
18 19