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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 %
ISWM
451
Independent Solutions Wealth Management
New York
$9.86M -$383K -3,389 -4%
CCM
452
Condor Capital Management
New Jersey
$9.85M +$97.2K +860 +1%
SIA
453
Soltis Investment Advisors
Utah
$9.85M +$422K +3,738 +4%
KOMWMG
454
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$9.81M +$303K +2,680 +3%
TPCW
455
TD Private Client Wealth
New York
$9.79M +$1.12M +9,950 +13%
PFS
456
Prospera Financial Services
Texas
$9.65M +$429K +3,794 +5%
FFC
457
Fure Financial Corporation
Minnesota
$9.64M -$210K -1,860 -2%
LCWP
458
Legacy Capital Wealth Partners
Arkansas
$9.56M +$562K +4,972 +6%
Wealth Enhancement Advisory Services
459
Wealth Enhancement Advisory Services
Minnesota
$9.48M +$1.07M +9,894 +13%
HPWM
460
Highland Private Wealth Management
Washington
$9.47M +$127K +1,127 +1%
CAL
461
Capital Analysts LLC
Pennsylvania
$9.45M +$384K +3,396 +4%
HH
462
Hilltop Holdings
Texas
$9.32M -$2.31M -20,466 -20%
KPWG
463
KFA Private Wealth Group
Virginia
$9.31M +$65.2K +577 +0.7%
CFIA
464
Cantor Fitzgerald Investment Advisors
New York
$9.29M -$13.3M -117,551 -59%
PFG
465
PAX Financial Group
Texas
$9.28M +$502K +4,446 +6%
BCWM
466
Bartlett & Co Wealth Management
Ohio
$9.27M +$1.66M +14,650 +22%
BC
467
Bartlett & Co
Ohio
$9.27M +$1.66M +14,650 +22%
OPS
468
Orion Portfolio Solutions
Nebraska
$9.24M -$74.8M -662,154 -89%
LWANC
469
Laurel Wealth Advisors (North Carolina)
North Carolina
$9.14M +$97.4K +862 +1%
MG
470
Mather Group
Illinois
$9.12M -$1.06M -9,393 -10%
MWM
471
Marietta Wealth Management
Georgia
$9.11M +$339K +3,001 +4%
MFA
472
Mayflower Financial Advisors
Massachusetts
$9.1M -$2.28M -20,214 -20%
SAM
473
Smithbridge Asset Management
Pennsylvania
$9.06M +$9.06M +80,188 New
NW
474
NewEdge Wealth
Pennsylvania
$8.99M +$312K +2,765 +4%
DWA
475
Divergent Wealth Advisors
Utah
$8.97M +$101K +891 +1%
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