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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 %
VC
576
Vestor Capital
Illinois
$5.73M +$459K +4,232 +9%
PWM
577
Perigon Wealth Management
California
$5.72M +$890K +8,203 +18%
Brown Advisory
578
Brown Advisory
Maryland
$5.71M -$1.38M -12,742 -20%
CNBTD
579
Citizens National Bank Trust Department
Mississippi
$5.69M -$263K -2,424 -4%
DCM
580
Davidson Capital Management
Texas
$5.69M +$1.06M +9,724 +23%
BWFA
581
Baltimore-Washington Financial Advisors
Maryland
$5.67M +$40.9K +377 +0.7%
FA
582
FDx Advisors
Illinois
$5.66M -$5.77M -53,124 -50%
EFL
583
ERn Financial LLC
Wisconsin
$5.64M -$196K -1,809 -3%
SF
584
Synovus Financial
Georgia
$5.62M -$2.61M -24,093 -32%
CIC
585
Carnegie Investment Counsel
Ohio
$5.57M +$581K +5,350 +12%
WA
586
Wealth Alliance
New York
$5.56M +$478K +4,405 +9%
AWM
587
AAF Wealth Management
Massachusetts
$5.52M -$1.14M -10,500 -17%
CA
588
Cornerstone Advisory
Maryland
$5.5M -$977 -9 -0%
OAP
589
One Advisory Partners
Kansas
$5.5M +$2.03M +18,738 +59%
HMC
590
Harvard Management Company
Massachusetts
$5.46M +$64.5K +594 +1%
WAAG
591
Wealth Alliance Advisory Group
Kansas
$5.46M -$1.09M -10,086 -17%
JSL
592
JT Stratford LLC
Georgia
$5.45M +$744K +6,854 +16%
GSC
593
G&S Capital
Colorado
$5.44M -$74.7K -688 -1%
GDP
594
Great Diamond Partners
Maine
$5.42M -$1.21M -11,178 -18%
AC
595
Apella Capital
Connecticut
$5.4M -$464K -4,275 -8%
SFG
596
SevenBridge Financial Group
Pennsylvania
$5.39M +$171K +1,575 +3%
RhumbLine Advisers
597
RhumbLine Advisers
Massachusetts
$5.39M +$4.53M +41,712 +522%
RIM
598
Redwood Investment Management
Arizona
$5.39M – – –
IA
599
IFG Advisory
Georgia
$5.37M +$386K +3,558 +8%
DL
600
DOHJ LLC
Washington
$5.36M +$1.25M +11,488 +30%
22 23
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