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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 %
LFS
451
Legacy Financial Strategies
Kansas
$9.01M -$1.28M -11,779 -12%
HPWM
452
Highland Private Wealth Management
Washington
$8.98M -$94.3K -869 -1%
HF
453
Halpern Financial
Virginia
$8.96M -$316K -2,910 -3%
TGAM
454
TBH Global Asset Management
Tennessee
$8.95M +$623K +5,743 +7%
PPA
455
Parametric Portfolio Associates
Washington
$8.91M +$463K +4,269 +5%
KPWG
456
KFA Private Wealth Group
Virginia
$8.88M +$242K +2,234 +3%
PFS
457
Prospera Financial Services
Texas
$8.86M +$1.11M +10,196 +14%
RC
458
Rovin Capital
Arizona
$8.85M +$1.29M +11,848 +17%
ATC
459
Argent Trust Co
Tennessee
$8.83M +$371K +3,420 +4%
CPIG
460
Chicago Partners Investment Group
Illinois
$8.76M +$297K +2,667 +4%
CAL
461
Capital Analysts LLC
Pennsylvania
$8.71M +$6.85M +63,115 +368%
HB
462
Homrich & Berg
Georgia
$8.7M +$3.43M +31,570 +65%
LWANC
463
Laurel Wealth Advisors (North Carolina)
North Carolina
$8.69M +$166K +1,525 +2%
WP
464
WealthShield Partners
North Carolina
$8.67M +$3.27M +30,159 +61%
LCWP
465
Legacy Capital Wealth Partners
Arkansas
$8.64M -$3.75M -34,570 -30%
Wealth Enhancement Advisory Services
466
Wealth Enhancement Advisory Services
Minnesota
$8.58M +$906K +8,201 +12%
MCG
467
MACRO Consulting Group
New Jersey
$8.57M -$490K -4,513 -5%
DWA
468
Divergent Wealth Advisors
Utah
$8.52M -$1.98M -18,241 -19%
IWMA
469
Ironwood Wealth Management (Arizona)
Arizona
$8.49M +$86.8K +800 +1%
IWP
470
Icon Wealth Partners
Texas
$8.49M +$3.48M +32,060 +69%
TYCC
471
Texas Yale Capital Corp
Florida
$8.46M – – –
PFG
472
PAX Financial Group
Texas
$8.43M +$3.34M +30,760 +66%
MWM
473
Marietta Wealth Management
Georgia
$8.43M -$650K -5,992 -7%
CASB
474
Cape Ann Savings Bank
Massachusetts
$8.41M -$41.1K -379 -0.5%
NW
475
NewEdge Wealth
Pennsylvania
$8.33M +$5.05M +46,537 +154%
17 18
19
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