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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 %
SIAM
651
Sterling Investment Advisors (Missouri)
Missouri
$4.6M +$117K +1,070 +3%
FWIA
652
Fort Washington Investment Advisors
Ohio
$4.6M -$5.46K -50 -0.1%
TCM
653
Telos Capital Management
California
$4.59M +$568K +5,201 +14%
BBNA
654
Bremer Bank National Association
Minnesota
$4.54M -$16.2K -148 -0.4%
BFG
655
Barber Financial Group
Kansas
$4.52M +$607K +5,560 +16%
WP
656
WealthShield Partners
North Carolina
$4.51M -$5.06M -46,348 -53%
RhumbLine Advisers
657
RhumbLine Advisers
Massachusetts
$4.47M -$491K -4,495 -10%
CWM
658
CCG Wealth Management
California
$4.45M +$510K +4,667 +13%
BSW
659
Buckingham Strategic Wealth
Missouri
$4.42M +$174K +1,591 +4%
MYIA
660
Mount Yale Investment Advisors
Colorado
$4.42M +$675K +6,185 +18%
ZIM
661
Zacks Investment Management
Illinois
$4.4M +$520K +4,760 +13%
CIC
662
Cutler Investment Counsel
Oregon
$4.38M +$28.6K +262 +0.7%
BCMO
663
Buckingham Capital Management (Ohio)
Ohio
$4.35M -$336K -3,080 -7%
FLA
664
Financial Life Advisors
Texas
$4.34M +$320K +2,930 +8%
ATC
665
Adirondack Trust Company
New York
$4.34M -$19.3K -171 -0.4%
NFG
666
Next Financial Group
Texas
$4.33M +$29.3K +268 +0.7%
CWG
667
Cornerstone Wealth Group
North Carolina
$4.32M +$4.32M +39,570 New
BAM
668
Belpointe Asset Management
Nevada
$4.29M +$423K +3,873 +11%
LA
669
Lynch & Associates
Indiana
$4.28M +$85K +778 +2%
RPC
670
Rossmore Private Capital
Connecticut
$4.27M +$151K +1,380 +4%
FFA
671
Freedman Financial Associates
Massachusetts
$4.23M +$66.1K +605 +2%
FFW
672
Fusion Family Wealth
New York
$4.21M -$1.37M -12,580 -25%
CAM
673
Congress Asset Management
Massachusetts
$4.21M -$110K -1,005 -3%
SFS
674
Sowell Financial Services
Arkansas
$4.21M +$37.1K +340 +0.9%
AWP
675
Accretive Wealth Partners
New Jersey
$4.19M +$141K +1,288 +3%
25 26
27
28 29