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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 %
MF
626
Manchester Financial
California
$4.95M +$4.85M +44,690 +4,670%
CNC
627
Camden National Corporation
Maine
$4.95M +$4.95M +45,646 New
EA
628
Elm Advisors
California
$4.94M -$459K -4,232 -9%
FWM
629
Frontier Wealth Management
Missouri
$4.92M +$895K +8,251 +22%
BEC
630
Blue Edge Capital
Virginia
$4.92M +$93.3K +860 +2%
SWM
631
Soundmark Wealth Management
Washington
$4.9M – – –
RIA
632
Regal Investment Advisors
Michigan
$4.86M -$5.06M -46,628 -51%
PP
633
Pegasus Partners
Wisconsin
$4.81M +$3.85M +35,458 +402%
HSWM
634
Hubbell Strickland Wealth Management
Louisiana
$4.73M -$161K -1,479 -3%
PCM
635
Parsons Capital Management
Rhode Island
$4.66M +$103K +952 +2%
BBNA
636
Bremer Bank National Association
Minnesota
$4.65M -$470K -4,334 -9%
CFO
637
CVA Family Office
Colorado
$4.65M +$971K +8,950 +26%
DCM
638
DeGreen Capital Management
Arizona
$4.65M -$81.4K -1,316 -2%
MAM
639
Meeder Asset Management
Ohio
$4.64M +$994K +9,162 +27%
CWA
640
Clarus Wealth Advisors
Arizona
$4.64M +$2.39M +21,804 +106%
CAM
641
Congress Asset Management
Massachusetts
$4.63M -$484K -4,459 -9%
DWT
642
Dorsey & Whitney Trust
South Dakota
$4.62M +$138K +1,270 +3%
LWP
643
Laurel Wealth Planning
Minnesota
$4.61M -$8.79K -81 -0.2%
WDL
644
Well Done LLC
Michigan
$4.61M +$1.41M +12,968 +44%
FWIA
645
Fort Washington Investment Advisors
Ohio
$4.57M -$6.73M -62,049 -60%
MUAMU
646
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$4.56M +$4.56M +42,000 New
AC
647
Alley Company
Illinois
$4.56M +$81.7K +753 +2%
RFN
648
RDA Financial Network
Iowa
$4.54M -$67.3K -620 -1%
PAG
649
Pinnacle Advisory Group
Maryland
$4.54M +$165K +1,521 +4%
BSW
650
Buckingham Strategic Wealth
Missouri
$4.53M +$410K +3,776 +10%
24 25
26
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