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iShares Core S&P Small-Cap ETF
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Overview Fund Activity

1,809 hedge funds and large institutions have $48.7B invested in iShares Core S&P Small-Cap ETF in 2021 Q2 according to their latest regulatory filings, with 98 funds opening new positions, 884 increasing their positions, 638 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,809
Holders Change
+24
Holders Change %
+1.34%
% of All Funds
31.58%
Holding in Top 10
326
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-4.96%
% of All Funds
5.69%
New
98
Increased
884
Reduced
638
Closed
53
Calls
$293M
Puts
$123M
Net Calls
+$170M
Net Calls Change
+$257M

Top Buyers

1
HNB
Huntington National Bank
Ohio
+$245M
2
Wells Fargo
Wells Fargo
California
+$176M
3
Bank of America
Bank of America
North Carolina
+$164M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$128M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$104M

Top Sellers

1
PPFA
Provida Pension Fund Administrator
Chile
-$1.37B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$722M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$414M
4
Osaic Holdings
Osaic Holdings
Arizona
-$293M
5
CCMG
Clark Capital Management Group
Pennsylvania
-$182M
Name Holding Trade Value Shares
Change 		Shares
Change %
BSW
676
Buckingham Strategic Wealth
Missouri
$4.4M -$314K -2,776 -7%
PPSG
677
Princeton Portfolio Strategies Group
New Jersey
$4.37M +$1.03M +9,092 +31%
ATC
678
Adirondack Trust Company
New York
$4.36M +$10.7K +95 +0.2%
LA
679
Lynch & Associates
Indiana
$4.34M -$119K -1,056 -3%
SL
680
SWMG LLC
Texas
$4.32M +$557K +4,926 +15%
SFS
681
Sowell Financial Services
Arkansas
$4.31M -$3.88M -34,387 -47%
FFA
682
Freedman Financial Associates
Massachusetts
$4.31M -$93K -823 -2%
LWP
683
Laurel Wealth Planning
Minnesota
$4.3M -$498K -4,409 -10%
LDB
684
Lee, Danner & Bass
Tennessee
$4.29M +$10.7K +95 +0.3%
FIA
685
Foundations Investment Advisors
Arizona
$4.27M +$1.32M +11,821 +45%
GIA
686
Gladstone Institutional Advisory
Florida
$4.27M +$77.6K +687 +2%
RPC
687
Rossmore Private Capital
Connecticut
$4.25M +$392K +3,469 +10%
CAWM
688
Capital Advisors Wealth Management
Washington
$4.24M +$720K +6,376 +20%
LFAS
689
Level Four Advisory Services
Texas
$4.23M -$51.9K -459 -1%
TA
690
Tectonic Advisors
Texas
$4.23M +$791 +7 +0%
DWM
691
Defined Wealth Management
Oregon
$4.21M +$348K +3,076 +9%
AWP
692
Accretive Wealth Partners
New Jersey
$4.19M +$183K +1,622 +5%
ST
693
Spinnaker Trust
Maine
$4.19M +$87.9K +778 +2%
QAM
694
QCI Asset Management
New York
$4.19M -$261K -2,310 -6%
BWA
695
BlueSky Wealth Advisors
North Carolina
$4.18M +$62.8K +563 +2%
TCOT
696
Trust Company of Toledo
Ohio
$4.17M -$6.67K -59 -0.2%
SB
697
Sunflower Bank
Texas
$4.16M -$420K -3,721 -9%
FLA
698
Financial Life Advisors
Texas
$4.16M -$38.5K -341 -0.9%
TCM
699
Telos Capital Management
California
$4.16M +$9.72K +86 +0.2%
CIAS
700
Capital Investment Advisory Services
North Carolina
$4.12M -$122K -1,083 -3%
26 27
28
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