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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 %
RA
626
Resolute Advisors
California
$5.04M +$2.08K +19 +0%
EA
627
Elm Advisors
California
$5.03M +$118K +1,084 +2%
PCM
628
Parsons Capital Management
Rhode Island
$5.02M +$128K +1,176 +3%
OGF
629
Orin Green Financial
California
$4.97M +$154K +1,414 +3%
AIA
630
Arcadia Investment Advisors
Idaho
$4.93M +$542K +4,967 +12%
CCM
631
Canal Capital Management
Virginia
$4.92M -$3.32M -30,439 -40%
SWM
632
Soundmark Wealth Management
Washington
$4.92M – – –
FWM
633
Frontier Wealth Management
Missouri
$4.92M +$2.07K +19 +0%
SCM
634
Stonehearth Capital Management
Massachusetts
$4.92M -$217K -1,985 -4%
SIS
635
SVB Investment Services
Utah
$4.91M -$496K -4,540 -9%
Luther King Capital Management (LKCM)
636
Luther King Capital Management (LKCM)
Texas
$4.91M -$5.98M – –
TSWM
637
Triangle Securities Wealth Management
North Carolina
$4.9M +$650K +5,955 +15%
BEC
638
Blue Edge Capital
Virginia
$4.89M -$11.2K -103 -0.2%
PP
639
Pegasus Partners
Wisconsin
$4.87M -$525K -4,805 -10%
WPIC
640
White Pine Investment Company
Michigan
$4.87M +$500K +4,575 +11%
MCM
641
Magnolia Capital Management
New York
$4.85M -$483K -4,426 -9%
FH
642
FWG Holdings
Florida
$4.81M +$109K +995 +2%
FIA
643
Foundations Investment Advisors
Arizona
$4.81M +$549K +4,932 +13%
JSL
644
JT Stratford LLC
Georgia
$4.81M -$885K -8,109 -16%
NOI
645
Newton One Investments
Delaware
$4.78M +$282K +2,578 +6%
AC
646
Alley Company
Illinois
$4.76M +$97.4K +892 +2%
HSWM
647
Hubbell Strickland Wealth Management
Louisiana
$4.74M -$91.6K -839 -2%
WDL
648
Well Done LLC
Michigan
$4.7M +$26.2K +240 +0.6%
RTS
649
Round Table Services
New Jersey
$4.67M +$153K +1,398 +3%
SL
650
SWMG LLC
Texas
$4.65M +$480K +4,395 +12%
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