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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 %
BC
401
Brio Consultants
California
$10.9M +$565K +5,173 +5%
HI
402
Human Investing
Oregon
$10.9M +$507K +4,647 +5%
GSIS
403
Global Strategic Investment Solutions
Arizona
$10.9M – – –
C
404
Certuity
Florida
$10.9M +$1.23M +11,258 +13%
B
405
Bailard
California
$10.8M +$84.1K +770 +0.8%
IWP
406
Icon Wealth Partners
Texas
$10.8M +$967K +8,852 +10%
CCA
407
Cadent Capital Advisors
Oklahoma
$10.8M +$479K +4,386 +5%
KPWS
408
Kestra Private Wealth Services
Texas
$10.7M +$736K +6,743 +7%
RWA
409
Ropes Wealth Advisors
Massachusetts
$10.7M -$6.88K -63 -0.1%
DJSG
410
D.J. St. Germain
Massachusetts
$10.6M -$984K -9,016 -8%
BIA
411
Bell Investment Advisors
California
$10.6M +$10.6M +97,277 New
TWP
412
TFO Wealth Partners
Ohio
$10.6M – – –
SI
413
Stephens Inc
Arkansas
$10.6M -$4.84M -44,365 -31%
1C
414
1623 Capital
Virginia
$10.6M – – –
PFG
415
Pacific Financial Group
Washington
$10.6M +$109K +998 +1%
OCM
416
One Capital Management
California
$10.6M -$810K -7,420 -7%
CG
417
CFO4Life Group
Texas
$10.5M +$187K +1,714 +2%
PWP
418
Personal Wealth Partners
Minnesota
$10.5M -$3.29M -30,129 -24%
PCIA
419
Prime Capital Investment Advisors
Kansas
$10.4M +$7.36M +67,380 +241%
IA
420
IFG Advisors
Missouri
$10.4M +$244K +2,233 +2%
TCM
421
Towercrest Capital Management
Pennsylvania
$10.3M +$371K +3,393 +4%
MAS
422
Managed Account Services
Florida
$10.3M -$1.94M -17,756 -16%
BSAM
423
Blue Square Asset Management
New York
$10.2M +$251K +2,295 +3%
HPWM
424
Highland Private Wealth Management
Washington
$10.2M +$1.04M +9,488 +11%
LWA
425
Lineweaver Wealth Advisors
Ohio
$10.2M +$374K +3,427 +4%
15 16
17
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