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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 %
IA
426
IFG Advisors
Missouri
$10.5M -$92.3K -817 -0.9%
WWM
427
Wiser Wealth Management
Georgia
$10.5M +$800K +7,081 +8%
BOH
428
Bank of Hawaii
Hawaii
$10.5M -$553K -4,895 -5%
LMIM
429
Lockheed Martin Investment Management
Maryland
$10.4M +$10.4M +92,300 New
MC
430
Middleton & Co
Massachusetts
$10.4M -$654K -5,785 -6%
BNP Paribas Financial Markets
431
BNP Paribas Financial Markets
France
$10.4M +$3.86M +34,157 +59%
TGAM
432
TBH Global Asset Management
Tennessee
$10.3M +$1.02M +9,063 +11%
KPWS
433
Kestra Private Wealth Services
Texas
$10.3M +$28.2K +250 +0.3%
TCM
434
Towercrest Capital Management
Pennsylvania
$10.3M +$1.68M +14,878 +19%
BSAM
435
Blue Square Asset Management
New York
$10.3M +$445K +3,936 +5%
CCA
436
Column Capital Advisors
Indiana
$10.2M -$80.3K -711 -0.8%
IWP
437
Icon Wealth Partners
Texas
$10.2M +$1.37M +12,144 +16%
MWM
438
MinichMacGregor Wealth Management
New York
$10.2M +$464K +4,106 +5%
LWA
439
Lineweaver Wealth Advisors
Ohio
$10.1M +$162K +1,434 +2%
FHC
440
First Horizon Corporation
Tennessee
$10.1M +$101K +893 +1%
EVM
441
Evelyn V. Moreno
$10.1M -$1.03M -9,108 -9%
GIA
442
GHP Investment Advisors
Colorado
$10.1M -$62.8K -556 -0.6%
AA
443
Ancora Advisors
Ohio
$10.1M -$89.5K -792 -0.9%
JIP
444
Jaffetilchin Investment Partners
Florida
$10M +$3.86M +36,280 +63%
SAS
445
Sage Advisory Services
Texas
$10M -$3.41M -30,219 -25%
LFS
446
Legacy Financial Strategies
Kansas
$10M +$614K +5,438 +7%
C
447
Certuity
Florida
$9.99M -$13K -115 -0.1%
JWBC
448
John W. Brooker & Co
California
$9.98M +$417K +3,693 +4%
BRC
449
BHF RG Capital
Arizona
$9.97M +$5.34M +47,247 +115%
WP
450
WealthShield Partners
North Carolina
$9.91M +$881K +7,799 +10%
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