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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 %
CCM
451
Condor Capital Management
New Jersey
$9.35M -$176K -1,609 -2%
Millennium Management
452
Millennium Management
New York
$9.3M +$5.47M +50,085 +143%
MWM
453
Marietta Wealth Management
Georgia
$9.27M +$467K +4,277 +5%
HF
454
Halpern Financial
Virginia
$9.13M +$694K +6,353 +8%
SHJ
455
Sharkey, Howes & Javer
Colorado
$9.08M +$477K +4,372 +6%
CFIA
456
Cantor Fitzgerald Investment Advisors
New York
$8.91M -$72.7K -666 -0.8%
KWP
457
Keystone Wealth Partners
Arizona
$8.89M +$692K +6,340 +8%
MFM
458
Mirsky Financial Management
New York
$8.88M +$318K +2,912 +4%
NW
459
NewEdge Wealth
Pennsylvania
$8.79M +$105K +966 +1%
IAN
460
Integrated Advisors Network
Texas
$8.78M +$248K +2,267 +3%
MFA
461
Mayflower Financial Advisors
Massachusetts
$8.77M -$289K -2,571 -3%
AC
462
Asio Capital
Kentucky
$8.76M +$445K +4,071 +5%
TF
463
Trek Financial
Arizona
$8.76M -$152M -1,395,472 -95%
LWANC
464
Laurel Wealth Advisors (North Carolina)
North Carolina
$8.74M -$94.4K -865 -1%
PFG
465
PAX Financial Group
Texas
$8.68M -$291K -2,665 -3%
IA
466
IFP Advisors
Florida
$8.66M +$430K +3,924 +5%
Public Sector Pension Investment Board (PSP Investments)
467
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$8.63M +$8.63M +79,020 New
ISWM
468
Independent Solutions Wealth Management
New York
$8.62M -$913K -8,362 -10%
SIA
469
Soltis Investment Advisors
Utah
$8.6M -$921K -8,435 -10%
MCA
470
Magnolia Capital Advisors
Mississippi
$8.59M +$273K +2,501 +3%
TYCC
471
Texas Yale Capital Corp
Florida
$8.53M +$16.2K +148 +0.2%
OFG
472
Omega Financial Group
California
$8.53M +$1.19M +10,931 +16%
ECM
473
Evergreen Capital Management
Washington
$8.49M +$596K +5,461 +8%
JA
474
JVL Associates
Michigan
$8.45M +$120K +1,103 +1%
BA
475
Bristlecone Advisors
Washington
$8.44M +$741K +6,783 +10%
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