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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 %
NC
401
NewSquare Capital
Pennsylvania
$11.3M +$6.75M +59,764 +148%
YIA
402
YHB Investment Advisors
Connecticut
$11.3M -$17.1K -151 -0.2%
GSIS
403
Global Strategic Investment Solutions
Arizona
$11.3M -$701K -6,206 -6%
WS
404
Wela Strategies
Georgia
$11.3M -$87.7K -776 -0.8%
PAG
405
Private Advisory Group
Washington
$11.2M +$2.78M +24,619 +33%
NL
406
Navalign LLC
California
$11.2M +$1.01M +8,933 +10%
B
407
Bailard
California
$11.1M -$293K -2,593 -3%
RWA
408
Ropes Wealth Advisors
Massachusetts
$11.1M +$59.3K +525 +0.5%
LIA
409
LBMC Investment Advisors
Tennessee
$11M +$47.9K +424 +0.4%
CA
410
Centerpoint Advisors
Massachusetts
$11M +$172K +1,525 +2%
1C
411
1623 Capital
Virginia
$11M +$1.51M +13,400 +16%
RIA
412
Regal Investment Advisors
Michigan
$11M +$5.89M +52,123 +116%
TWP
413
TFO Wealth Partners
Ohio
$10.9M +$8.11K +72 +0.1%
William Blair & Company
414
William Blair & Company
Illinois
$10.9M +$1.25M +11,032 +13%
CA
415
Clearstead Advisors
Ohio
$10.9M +$73.9K +654 +0.7%
AF
416
Allworth Financial
California
$10.9M +$7.25M +64,207 +201%
PFG
417
Pacific Financial Group
Washington
$10.8M +$74.5K +659 +0.7%
HI
418
Human Investing
Oregon
$10.8M +$520K +4,601 +5%
BC
419
Brio Consultants
California
$10.7M +$284K +2,517 +3%
CG
420
CFO4Life Group
Texas
$10.7M +$120K +1,059 +1%
IFA
421
Interactive Financial Advisors
Illinois
$10.7M -$776K -6,872 -7%
CCA
422
Cadent Capital Advisors
Oklahoma
$10.6M +$623K +5,512 +6%
FI
423
FormulaFolio Investments
Michigan
$10.6M -$398K -3,527 -4%
LBC
424
Lowe Brockenbrough & Co
Virginia
$10.6M +$994K +8,800 +10%
EL
425
EQ LLC
Washington
$10.6M -$2.91M -25,768 -22%
15 16
17
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