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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 %
RIM
601
Redwood Investment Management
Arizona
$5.42M – – –
HMC
602
Harvard Management Company
Massachusetts
$5.41M -$99.9K -915 -2%
MAM
603
Meeder Asset Management
Ohio
$5.4M +$323K +2,962 +6%
TVAMP
604
Tennessee Valley Asset Management Partners
Tennessee
$5.32M +$394K +3,611 +8%
HPC
605
HM Payson & Co
Maine
$5.27M +$183K +1,678 +4%
VIP
606
Vantage Investment Partners
Missouri
$5.26M – – –
AFG
607
Arkansas Financial Group
Arkansas
$5.26M +$463K +4,239 +10%
SXL
608
Summit X LLC
Missouri
$5.25M +$408K +3,724 +8%
MF
609
Manchester Financial
California
$5.23M +$122K +1,114 +2%
MI
610
Moneywise Inc
Virginia
$5.2M -$631K -5,777 -11%
FCB
611
First Command Bank
Texas
$5.18M +$638K +5,845 +14%
FCFS
612
First Command Financial Services
Texas
$5.18M +$638K +5,845 +14%
WCM
613
Windsor Capital Management
Arizona
$5.18M -$79.6K -729 -2%
MWM
614
MorganRosel Wealth Management
Colorado
$5.16M +$234K +2,143 +5%
FMN
615
Financial Management Network
California
$5.16M +$278K +2,509 +6%
CWC
616
Carolinas Wealth Consulting
North Carolina
$5.15M -$1.38M -12,635 -21%
4FG
617
4Thought Financial Group
New York
$5.13M -$88.8K -813 -2%
CWM
618
Curi Wealth Management
North Carolina
$5.13M +$658K +6,023 +15%
BCA
619
Biltmore Capital Advisors
New Jersey
$5.12M +$420K +3,846 +9%
CPC
620
Consolidated Planning Corp
Georgia
$5.11M -$94.4K -865 -2%
MWP
621
Madison Wealth Partners
Wisconsin
$5.11M +$190K +1,739 +4%
DWT
622
Dorsey & Whitney Trust
South Dakota
$5.09M +$497K +4,550 +11%
AC
623
Apella Capital
Connecticut
$5.09M -$170K -1,560 -3%
PSIWM
624
Paradigm Strategies in Wealth Management
Minnesota
$5.08M +$214K +1,958 +4%
GA
625
GFS Advisors
Texas
$5.06M +$467K +4,277 +10%
23 24
25
26 27