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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 %
SFG
576
SevenBridge Financial Group
Pennsylvania
$5.88M +$255K +2,335 +5%
KOMWMG
577
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$5.87M -$3.61M -33,089 -38%
BWFA
578
Baltimore-Washington Financial Advisors
Maryland
$5.87M +$45.5K +417 +0.8%
SFG
579
Snider Financial Group
Washington
$5.85M +$380K +3,362 +7%
OAP
580
One Advisory Partners
Kansas
$5.83M +$184K +1,685 +3%
GVAG
581
Great Valley Advisor Group
Delaware
$5.8M +$707K +6,473 +14%
WI
582
Wintrust Investments
Illinois
$5.77M -$192K -1,761 -3%
WT
583
Washington Trust
Rhode Island
$5.77M +$300K +2,744 +5%
HR
584
Howe & Rusling
New York
$5.76M +$43.1K +395 +0.8%
GSC
585
G&S Capital
Colorado
$5.76M +$221K +2,020 +4%
SIM
586
Stratos Investment Management
Ohio
$5.76M +$1.42M +13,010 +33%
WAAG
587
Wealth Alliance Advisory Group
Kansas
$5.73M +$153K +1,402 +3%
CB
588
Commerce Bank
Missouri
$5.72M -$69.2K -634 -1%
HA
589
HYA Advisors
Missouri
$5.69M -$998K -9,013 -15%
BCM
590
Boltwood Capital Management
California
$5.68M -$135K -1,240 -2%
CNBTD
591
Citizens National Bank Trust Department
Mississippi
$5.67M -$60.1K -550 -1%
SCA
592
Snowden Capital Advisors
New York
$5.65M +$136K +1,249 +2%
VC
593
Vestor Capital
Illinois
$5.63M -$4.8K -44 -0.1%
AWM
594
AAF Wealth Management
Massachusetts
$5.6M +$243K +2,225 +5%
BA
595
Ballew Advisors
Mississippi
$5.6M -$91.4K -820 -2%
IF
596
Intrua Financial
Texas
$5.57M +$111K +1,000 +2%
T
597
TNF
Montana
$5.52M +$5.52M +48,861 New
DC
598
Davenport & Co
Virginia
$5.47M +$1.07M +9,818 +24%
FA
599
FDx Advisors
Illinois
$5.46M +$154K +1,408 +3%
PFM
600
Parsec Financial Management
North Carolina
$5.46M +$1.96M +16,326 +56%
22 23
24
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