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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 %
KWP
501
Keystone Wealth Partners
Arizona
$7.23M -$184K -1,694 -2%
LIA
502
LS Investment Advisors
Michigan
$7.23M -$1.05M -9,700 -13%
FNBT
503
FineMark National Bank & Trust
Florida
$7.21M -$252K -2,326 -3%
WAOI
504
Wealth Advisors of Iowa
Iowa
$7.2M +$7.2M +66,343 New
RWP
505
RWA Wealth Partners
Massachusetts
$7.2M -$292K -2,686 -4%
CSWG
506
Cardinal Strategic Wealth Guidance
Kentucky
$7.19M +$3.49M +32,136 +94%
CSIC
507
Clifford Swan Investment Counsel
California
$7.18M +$44.3K +408 +0.6%
MBT
508
Montecito Bank & Trust
California
$7.17M -$57.9K -534 -0.8%
MNBTD
509
Moody National Bank Trust Division
Texas
$7.17M – – –
VIP
510
Vantage Investment Partners
Missouri
$7.17M – – –
SAMC
511
Spectrum Asset Management (California)
California
$7.15M +$4.7M +43,298 +192%
EW
512
Element Wealth
Mississippi
$7.1M -$471K -4,338 -6%
WI
513
Wintrust Investments
Illinois
$7.06M +$7.06M +65,045 New
MPCG
514
Matrix Private Capital Group
New York
$7.05M +$1.2M +11,054 +21%
OFG
515
Omega Financial Group
California
$7.01M -$531K -4,891 -7%
SHJ
516
Sharkey, Howes & Javer
Colorado
$7.01M +$3.52M +32,440 +101%
WSTAM
517
Wilbanks Smith & Thomas Asset Management
Virginia
$6.99M +$228K +2,098 +3%
FNWM
518
Financial Network Wealth Management
Utah
$6.98M -$159K -1,463 -2%
BFM
519
Boston Financial Management
Massachusetts
$6.95M -$90.2K -831 -1%
BFEC
520
Benjamin F. Edwards & Company
Missouri
$6.92M +$978K +9,007 +16%
MI
521
Moneywise Inc
Virginia
$6.89M -$567K -5,221 -8%
TIM
522
Tortoise Investment Management
New York
$6.89M +$275K +2,530 +4%
PFM
523
Peak Financial Management
Massachusetts
$6.88M -$520K -4,791 -7%
SWA
524
SOA Wealth Advisors
New York
$6.84M -$284K -2,620 -4%
IF
525
Ironwood Financial
Arizona
$6.81M +$1.21M +11,124 +22%
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