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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 %
DL
476
DOHJ LLC
Washington
$8.4M +$140K +1,239 +2%
BFEC
477
Benjamin F. Edwards & Company
Missouri
$8.4M +$1.02M +9,363 +14%
CASB
478
Cape Ann Savings Bank
Massachusetts
$8.32M -$119K -1,092 -1%
NEAM
479
New England Asset Management
Connecticut
$8.29M +$4.9M +44,893 +145%
SF
480
Synovus Financial
Georgia
$8.27M +$454K +4,159 +6%
DWM
481
Darwin Wealth Management
Florida
$8.26M +$398K +3,648 +5%
PL
482
Polianta Ltd
Jersey
$8.24M -$4.8M -44,000 -37%
CIM
483
CIM Investment Management
Pennsylvania
$8.24M -$17.3K -158 -0.2%
IA
484
IFS Advisors
Kansas
$8.11M +$575K +5,270 +8%
TCM
485
Traynor Capital Management
Pennsylvania
$7.96M +$587K +5,376 +8%
MPCG
486
Matrix Private Capital Group
New York
$7.95M +$588K +5,388 +8%
CC
487
Courier Capital
New York
$7.95M +$109 +1 +0%
NF
488
Nikulski Financial
Iowa
$7.95M +$39.2K +359 +0.5%
BA
489
Bellwether Advisors
Nebraska
$7.93M -$128K -1,170 -2%
RA
490
RFG Advisory
Alabama
$7.93M +$1.11M +10,167 +16%
ATPW
491
Ashton Thomas Private Wealth
Arizona
$7.85M +$2.06M +18,864 +36%
BRM
492
Boston Research & Management
Massachusetts
$7.84M +$80.4K +736 +1%
ACB
493
Aristotle Capital Boston
Massachusetts
$7.83M -$54.2K -496 -0.7%
SFG
494
Summit Financial Group
West Virginia
$7.83M -$68.9K -631 -0.9%
SAMC
495
Spectrum Asset Management (California)
California
$7.79M +$118K +1,077 +2%
GIA
496
Gladstone Institutional Advisory
Florida
$7.75M +$3.62M +33,197 +88%
WSTAM
497
Wilbanks Smith & Thomas Asset Management
Virginia
$7.69M +$257K +2,355 +3%
JIP
498
Jaffetilchin Investment Partners
Florida
$7.62M -$2.68M -24,532 -26%
LWA
499
LWS Wealth Advisors
New Jersey
$7.61M +$322K +2,945 +4%
WS
500
Wela Strategies
Georgia
$7.61M -$3.29M -30,156 -30%
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