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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 %
FNWM
501
Financial Network Wealth Management
Utah
$7.54M +$127K +1,164 +2%
CSWG
502
Cardinal Strategic Wealth Guidance
Kentucky
$7.49M -$91.7K -840 -1%
SWA
503
Stratos Wealth Advisors
Ohio
$7.47M +$85.8K +786 +1%
Kovitz Investment Group Partners
504
Kovitz Investment Group Partners
Illinois
$7.46M +$2.08K +19 +0%
EW
505
Element Wealth
Mississippi
$7.45M +$364K +3,338 +5%
CSIC
506
Clifford Swan Investment Counsel
California
$7.41M +$52.1K +450 +0.7%
FNBT
507
FineMark National Bank & Trust
Florida
$7.4M +$655 +6 +0%
GWM
508
Greenwich Wealth Management
Connecticut
$7.37M +$160K +1,467 +2%
ACA
509
Affinity Capital Advisors
California
$7.33M +$683K +6,254 +10%
ATC
510
Argent Trust Co
Tennessee
$7.32M -$154K -1,414 -2%
FTUS
511
Flow Traders U.S.
New York
$7.32M +$6.94M +63,568 +1,835%
EPP
512
ETF Portfolio Partners
Kansas
$7.31M +$404K +3,700 +6%
TWM
513
TMD Wealth Management
Arizona
$7.26M +$601K +5,503 +9%
EIP
514
Ellis Investment Partners
Pennsylvania
$7.26M +$154K +1,411 +2%
CIC
515
Cornercap Investment Counsel
Georgia
$7.25M -$337K -3,090 -4%
MBT
516
Montecito Bank & Trust
California
$7.24M +$10.9K +100 +0.2%
TWM
517
Tradition Wealth Management
Minnesota
$7.23M +$518K +4,743 +8%
CAG
518
Csenge Advisory Group
Florida
$7.21M +$5.18M +46,548 +256%
MNBTD
519
Moody National Bank Trust Division
Texas
$7.15M -$62.2K -570 -0.9%
PFGIA
520
Patriot Financial Group Insurance Agency
Massachusetts
$7.14M +$1.74M +15,898 +32%
IF
521
Ironwood Financial
Arizona
$7.13M +$119K +1,086 +2%
SMG
522
Spectrum Management Group
Indiana
$7.11M -$632K -5,792 -8%
FTS
523
Fifth Third Securities
Ohio
$7.11M +$7.11M +65,098 New
FG
524
Fiduciary Group
Georgia
$7.07M +$93.6K +826 +1%
EWA
525
EP Wealth Advisors
California
$7.06M -$3.89M -35,606 -36%
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