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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 %
WCM
601
Windsor Capital Management
Arizona
$5.36M -$890K -8,202 -14%
LS
602
Liquid Strategies
Georgia
$5.35M +$942K +8,676 +21%
ACA
603
Affinity Capital Advisors
California
$5.35M +$2.46M +22,622 +85%
HWA
604
Heritage Way Advisors
Illinois
$5.34M -$157K -1,449 -3%
OAM
605
Occidental Asset Management
California
$5.33M +$1,000K +9,212 +23%
MCM
606
Magnolia Capital Management
New York
$5.33M – – –
SCM
607
Stonehearth Capital Management
Massachusetts
$5.31M -$219K -2,019 -4%
SCA
608
Snowden Capital Advisors
New York
$5.31M +$119K +1,093 +2%
SAMT
609
Select Asset Management & Trust
Pennsylvania
$5.29M +$5.29M +48,741 New
BCMO
610
Buckingham Capital Management (Ohio)
Ohio
$5.29M -$426K -3,922 -7%
FCA
611
FinTrust Capital Advisors
South Carolina
$5.27M +$683K +6,297 +15%
CPC
612
Consolidated Planning Corp
Georgia
$5.26M -$20.1K -185 -0.4%
PGFC
613
Peapack-Gladstone Financial Corp
New Jersey
$5.25M +$78.2K +720 +2%
FMN
614
Financial Management Network
California
$5.21M +$23.7K +212 +0.5%
RA
615
RFG Advisory
Alabama
$5.21M +$692K +6,372 +15%
4FG
616
4Thought Financial Group
New York
$5.18M +$5.18M +47,756 New
HPC
617
Hobart Private Capital
North Carolina
$5.16M +$1.66M +15,340 +48%
NFG
618
Next Financial Group
Texas
$5.16M +$1.12M +10,333 +28%
HPC
619
HM Payson & Co
Maine
$5.12M -$1.98M -18,288 -28%
FAIM
620
Financial Advocates Investment Management
Washington
$5.1M +$1.34M +12,341 +36%
AIC
621
Ameritas Investment Company
Nebraska
$5.09M -$3.42M -31,541 -40%
CWS
622
Cypress Wealth Services
California
$5.05M +$1.99M +18,370 +65%
PSIWM
623
Paradigm Strategies in Wealth Management
Minnesota
$4.98M +$4.98M +45,862 New
WWM
624
Western Wealth Management
Colorado
$4.97M +$173K +1,591 +4%
CNB
625
Camden National Bank
Maine
$4.95M +$338K +3,117 +7%
23 24
25
26 27