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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 %
AA
426
Ancora Advisors
Ohio
$9.74M +$952K +8,773 +11%
GIA
427
GHP Investment Advisors
Colorado
$9.72M -$543K -5,004 -5%
CCA
428
Cadent Capital Advisors
Oklahoma
$9.63M +$8.51M +78,366 +757%
FHC
429
First Horizon Corporation
Tennessee
$9.62M -$145K -1,335 -1%
VFIC
430
Valley Forge Investment Consultants
Pennsylvania
$9.62M +$1.8M +16,606 +23%
C
431
Certuity
Florida
$9.61M +$2.86M +26,326 +42%
SFWA
432
Summit Financial Wealth Advisors
Louisiana
$9.59M +$199K +2,160 +2%
LWA
433
Lineweaver Wealth Advisors
Ohio
$9.57M +$2.86M +26,351 +43%
CGA
434
Crescent Grove Advisors
Illinois
$9.52M +$702K +6,469 +8%
FFC
435
Fure Financial Corporation
Minnesota
$9.46M -$2.21M -20,375 -19%
BSAM
436
Blue Square Asset Management
New York
$9.45M +$4.35M +40,055 +85%
Bank Julius Baer & Co
437
Bank Julius Baer & Co
Switzerland
$9.43M -$933K -8,596 -9%
EIA
438
Edgemoor Investment Advisors
Maryland
$9.41M +$3.54M +32,607 +60%
BPA
439
Beacon Pointe Advisors
California
$9.4M +$941K +8,672 +11%
CCM
440
Condor Capital Management
New Jersey
$9.37M +$73K +673 +0.8%
TVAMP
441
Tennessee Valley Asset Management Partners
Tennessee
$9.37M +$289K +2,665 +3%
MWM
442
MinichMacGregor Wealth Management
New York
$9.33M +$9.33M +85,985 New
WWM
443
Wiser Wealth Management
Georgia
$9.31M -$1.58M -14,568 -15%
William Blair & Company
444
William Blair & Company
Illinois
$9.29M -$740K -6,821 -7%
LBC
445
Lowe Brockenbrough & Co
Virginia
$9.23M +$897K +8,261 +11%
MW
446
MBL Wealth
North Carolina
$9.18M +$567K +5,225 +7%
JWBC
447
John W. Brooker & Co
California
$9.18M +$1.33M +12,236 +17%
KOMWMG
448
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$9.13M +$210K +1,932 +2%
1C
449
1623 Capital
Virginia
$9.07M +$1.15M +10,600 +15%
SIA
450
Soltis Investment Advisors
Utah
$9.06M +$2.11M +19,485 +30%
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