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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 %
RDFA
551
Ritter Daniher Financial Advisory
Ohio
$6.19M -$1.14M -10,509 -16%
BA
552
Bristlecone Advisors
Washington
$6.19M +$570K +5,255 +10%
Millennium Management
553
Millennium Management
New York
$6.15M -$12.1M -111,866 -66%
PA
554
PSI Advisors
Florida
$6.09M +$293K +2,702 +5%
CB
555
Commerce Bank
Missouri
$6.06M +$1.97M +18,138 +48%
HR
556
Howe & Rusling
New York
$6.05M -$243K -2,237 -4%
TCM
557
Traynor Capital Management
Pennsylvania
$6.02M +$1.1M +10,172 +22%
SXL
558
Summit X LLC
Missouri
$6.01M +$2.57M +23,661 +75%
TSA
559
Tri-Star Advisors
Texas
$6M +$3.4M +30,686 +131%
Luther King Capital Management (LKCM)
560
Luther King Capital Management (LKCM)
Texas
$5.98M -$5.19M – –
IWM
561
IHT Wealth Management
Illinois
$5.97M -$122K -1,127 -2%
JWCA
562
J.W. Cole Advisors
Florida
$5.97M +$309K +2,851 +5%
FFW
563
Fusion Family Wealth
New York
$5.96M -$59K -544 -1%
FF
564
Friedenthal Financial
New Jersey
$5.95M +$5.95M +54,836 New
W
565
WealthStone
Ohio
$5.95M +$400K +3,690 +7%
AGA
566
Accuvest Global Advisors
Utah
$5.91M +$5.77M +53,135 +4,145%
EPP
567
ETF Portfolio Partners
Kansas
$5.9M -$1.11M -10,233 -16%
FBT
568
First Bank & Trust
South Dakota
$5.9M +$5.9M +54,337 New
N
569
Natixis
France
$5.87M +$900K +8,289 +18%
ATPW
570
Ashton Thomas Private Wealth
Arizona
$5.85M -$293K -2,699 -5%
NAM
571
NTV Asset Management
West Virginia
$5.85M -$30.9K -285 -0.5%
SHWM
572
Silicon Hills Wealth Management
Texas
$5.83M +$4.82M +44,442 +480%
GLA
573
Good Life Advisors
Pennsylvania
$5.82M -$101K -934 -2%
DE
574
Day & Ennis
Georgia
$5.81M +$696K +6,416 +14%
BCM
575
Boltwood Capital Management
California
$5.8M -$193K -1,775 -3%
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23
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