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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 %
SF
501
Synovus Financial
Georgia
$8.09M +$2.24M +19,777 +38%
BRM
502
Boston Research & Management
Massachusetts
$8.03M +$77.7K +688 +1%
SMG
503
Spectrum Management Group
Indiana
$8.01M -$553K -4,892 -6%
BA
504
Bristlecone Advisors
Washington
$7.96M +$1.52M +13,485 +24%
NF
505
Nikulski Financial
Iowa
$7.94M +$505K +4,610 +7%
SAMC
506
Spectrum Asset Management (California)
California
$7.94M +$490K +4,338 +7%
MCG
507
MACRO Consulting Group
New Jersey
$7.9M -$1.03M -9,137 -12%
WAOI
508
Wealth Advisors of Iowa
Iowa
$7.87M +$372K +3,292 +5%
CIC
509
Cornercap Investment Counsel
Georgia
$7.85M +$1.02M +8,990 +15%
CSWG
510
Cardinal Strategic Wealth Guidance
Kentucky
$7.85M +$367K +3,245 +5%
IA
511
IFS Advisors
Kansas
$7.8M +$165K +1,463 +2%
ATC
512
Argent Trust Co
Tennessee
$7.73M -$1.46M -12,915 -16%
Kovitz Investment Group Partners
513
Kovitz Investment Group Partners
Illinois
$7.71M +$678 +6 +0%
WSTAM
514
Wilbanks Smith & Thomas Asset Management
Virginia
$7.69M +$416K +3,683 +6%
CAC
515
Certified Advisory Corp
Florida
$7.68M -$91.6K -811 -1%
FNWM
516
Financial Network Wealth Management
Utah
$7.67M +$408K +3,609 +6%
IWMA
517
Ironwood Wealth Management (Arizona)
Arizona
$7.66M -$1.15M -10,188 -13%
FNBT
518
FineMark National Bank & Trust
Florida
$7.65M +$152K +1,341 +2%
SWA
519
Stratos Wealth Advisors
Ohio
$7.64M +$1.07M +9,494 +16%
BFEC
520
Benjamin F. Edwards & Company
Missouri
$7.64M +$440K +3,892 +6%
MPCG
521
Matrix Private Capital Group
New York
$7.62M +$283K +2,505 +4%
TCM
522
Traynor Capital Management
Pennsylvania
$7.6M +$1.36M +12,069 +22%
OFG
523
Omega Financial Group
California
$7.59M +$291K +2,576 +4%
LWA
524
LWS Wealth Advisors
New Jersey
$7.55M -$90.8K -804 -1%
HB
525
Homrich & Berg
Georgia
$7.49M -$1.56M -13,819 -17%
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