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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 %
PFGIA
676
Patriot Financial Group Insurance Agency
Massachusetts
$4.17M +$20.6K +190 +0.5%
BAM
677
Belpointe Asset Management
Nevada
$4.16M -$404K -3,724 -9%
Cerity Partners
678
Cerity Partners
New York
$4.15M +$180K +1,663 +5%
SIS
679
SVB Investment Services
Utah
$4.12M +$16K +147 +0.4%
LFAS
680
Level Four Advisory Services
Texas
$4.11M +$807K +7,439 +24%
LDB
681
Lee, Danner & Bass
Tennessee
$4.11M +$15K +138 +0.4%
NC
682
NinePointTwo Capital
California
$4.11M +$342K +3,154 +9%
CPA
683
Clear Perspective Advisors
Illinois
$4.11M +$247K +2,274 +6%
CIAS
684
Capital Investment Advisory Services
North Carolina
$4.08M +$242K +2,234 +6%
TA
685
Tectonic Advisors
Texas
$4.06M -$32.1K -296 -0.8%
BWA
686
BlueSky Wealth Advisors
North Carolina
$4.05M -$643K -5,864 -14%
SIM
687
Stratos Investment Management
Ohio
$4.04M +$1.98M +18,236 +96%
FLA
688
Financial Life Advisors
Texas
$4.03M -$145K -1,340 -3%
GTAM
689
Global Trust Asset Management
Florida
$4.03M +$172K +1,588 +4%
BCA
690
Biltmore Capital Advisors
New Jersey
$4.03M +$2.2M +20,244 +120%
GIA
691
Gladstone Institutional Advisory
Florida
$4.02M +$693K +6,386 +21%
HF
692
HRT Financial
New York
$4.02M +$4.02M +36,998 New
TCOT
693
Trust Company of Toledo
Ohio
$4.01M – – –
RW
694
RVW Wealth
California
$4M -$673K -6,268 -14%
APSP
695
Asset Planning Services (Pennsylvania)
Pennsylvania
$4M +$42.1K +388 +1%
Simplex Trading
696
Simplex Trading
Illinois
$3.99M +$382K +3,525 +11%
TCM
697
Telos Capital Management
California
$3.99M -$649K -5,981 -14%
ONB
698
Old National Bancorp
Indiana
$3.98M -$243K -2,243 -6%
FTC
699
Farmers Trust Company
Ohio
$3.98M -$44.5K -410 -1%
PFA
700
Pure Financial Advisors
California
$3.95M -$1.17M -10,751 -23%
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