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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
1
Wells Fargo
California
$2.19B
2
Bank of America
2
Bank of America
North Carolina
$3.84B
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$2.18B
4
Morgan Stanley
4
Morgan Stanley
New York
$2.07B
5
PPFA
5
Provida Pension Fund Administrator
Chile
$570M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$2.68B
2
FCAS
2
First Command Advisory Services
Texas
$996M
3
Citigroup
3
Citigroup
New York
$169M
4
HNB
4
Huntington National Bank
Ohio
$195M
5
NMIMC
5
Northwestern Mutual Investment Management Company
Wisconsin
$115M
Name Holding Trade Value Shares
Change 		Shares
Change %
RFC
26
Regions Financial Corp
Alabama
$342M -$8.81M -81,211 -3%
State Street
27
State Street
Massachusetts
$326M +$28.8M +265,006 +10%
NA
28
NextCapital Advisers
Illinois
$317M -$17.9M -165,987 -5%
CAM
29
Cresset Asset Management
Illinois
$306M +$1.08M +9,911 +0.4%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$282M +$8.65M +79,747 +3%
Baird Financial Group
31
Baird Financial Group
Wisconsin
$267M -$13M -119,386 -5%
Fifth Third Bancorp
32
Fifth Third Bancorp
Ohio
$257M -$5.9M -54,331 -2%
HighTower Advisors
33
HighTower Advisors
Illinois
$246M +$6.5M +59,849 +3%
CCMG
34
Clark Capital Management Group
Pennsylvania
$234M -$60.2M -554,338 -20%
HTC
35
Haverford Trust Company
Pennsylvania
$229M +$318K +2,933 +0.1%
AA
36
Alesco Advisors
New York
$226M -$25.9M -238,367 -10%
HNB
37
Huntington National Bank
Ohio
$195M -$114M – –
Charles Schwab
38
Charles Schwab
California
$184M -$45.5M -419,639 -20%
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$175M +$20.1M +185,601 +13%
Citigroup
40
Citigroup
New York
$169M -$150M -1,378,906 -47%
Carson Wealth (CWM LLC)
41
Carson Wealth (CWM LLC)
Nebraska
$162M – – –
Members Trust
42
Members Trust
Florida
$159M -$38M -349,868 -19%
AA
43
Acorns Advisers
California
$150M +$4.58M +42,156 +3%
Thrivent Financial for Lutherans
44
Thrivent Financial for Lutherans
Minnesota
$143M +$46.6M +429,492 +48%
AI
45
Atria Investments
North Carolina
$132M +$9.08M +83,707 +7%
CCA
46
Catalyst Capital Advisors
New York
$130M -$32.4M -298,859 -20%
MRC
47
Millburn Ridgefield Corp
New York
$130M -$32.4M -298,859 -20%
TF
48
Trek Financial
Arizona
$130M +$11.2M +103,014 +9%
WANY
49
Wealthspire Advisors (New York)
New York
$129M +$26.4M +242,927 +26%
Stifel Financial
50
Stifel Financial
Missouri
$125M +$23.4M +215,450 +23%
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