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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 %
MBT
526
Montecito Bank & Trust
California
$7.48M +$14.4K +127 +0.2%
MNBTD
527
Moody National Bank Trust Division
Texas
$7.46M – – –
GWM
528
Greenwich Wealth Management
Connecticut
$7.46M +$729K +6,453 +11%
EIP
529
Ellis Investment Partners
Pennsylvania
$7.35M +$376K +3,330 +5%
EW
530
Element Wealth
Mississippi
$7.33M -$53.6K -474 -0.7%
TIM
531
Tortoise Investment Management
New York
$7.26M +$83K +735 +1%
IF
532
Ironwood Financial
Arizona
$7.25M +$167K +1,477 +2%
BFM
533
Boston Financial Management
Massachusetts
$7.21M -$17.7K -157 -0.2%
EPP
534
ETF Portfolio Partners
Kansas
$7.15M +$1M +8,868 +16%
RA
535
RFG Advisory
Alabama
$7.06M +$1.64M +14,525 +30%
Renaissance Technologies
536
Renaissance Technologies
New York
$7.05M +$5.1M +45,100 +261%
TPSF
537
Texas Permanent School Fund
Texas
$7.03M +$2.62M +23,170 +59%
MFG
538
Merit Financial Group
Georgia
$7.01M -$2.15K -19 -0%
SHIM
539
Stone House Investment Management
Pennsylvania
$6.95M +$2.91M +25,716 +72%
TWM
540
Tradition Wealth Management
Minnesota
$6.94M +$355K +3,143 +5%
CSIC
541
Clifford Swan Investment Counsel
California
$6.91M -$277K -2,552 -4%
TWM
542
TMD Wealth Management
Arizona
$6.89M +$237K +2,094 +4%
ACA
543
Affinity Capital Advisors
California
$6.88M +$1.31M +11,620 +24%
WIA
544
World Investment Advisors
California
$6.88M +$265K +2,345 +4%
N
545
Natixis
France
$6.87M +$759K +6,717 +12%
PFM
546
Peak Financial Management
Massachusetts
$6.84M -$326K -2,888 -5%
HA
547
HYA Advisors
Missouri
$6.82M +$67.1K +594 +1%
SWA
548
SOA Wealth Advisors
New York
$6.77M -$350K -3,094 -5%
IWM
549
IHT Wealth Management
Illinois
$6.77M +$554K +4,903 +9%
CWC
550
Carolinas Wealth Consulting
North Carolina
$6.76M +$258K +2,281 +4%
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