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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 %
BAAM
701
Baker Avenue Asset Management
California
$3.94M -$394K -3,630 -9%
ST
702
Spinnaker Trust
Maine
$3.94M +$6.62K +61 +0.2%
AWAP
703
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$3.93M +$1.03M +9,475 +35%
FNT
704
First National Trust
Pennsylvania
$3.92M -$42.4K -391 -1%
LIM
705
Leavell Investment Management
Alabama
$3.87M +$24.9K +229 +0.6%
RA
706
Resolute Advisors
California
$3.86M +$1.42M +16,909 +58%
AWP
707
Accretive Wealth Partners
New Jersey
$3.85M +$406K +3,736 +12%
RWMH
708
Riverpoint Wealth Management Holdings
Illinois
$3.84M -$27.6K -254 -0.7%
MWP
709
Madison Wealth Partners
Wisconsin
$3.83M -$20.6K -224 -0.5%
MOACM
710
Mutual of America Capital Management
New York
$3.81M +$1.16M +10,689 +44%
WA
711
Wilshire Advisors
California
$3.8M -$788K -7,262 -17%
PWMAG
712
Pinnacle Wealth Management Advisory Group
New Jersey
$3.79M -$121K -1,115 -3%
MIG
713
McGuire Investment Group
Rhode Island
$3.78M +$42.6K +393 +1%
EWM
714
EPG Wealth Management
Georgia
$3.78M +$3.18M +29,271 +531%
NL
715
NEPC LLC
Massachusetts
$3.75M -$94.1K -867 -2%
CIR
716
Clear Investment Research
Georgia
$3.74M -$392K -3,611 -9%
MYIA
717
Mount Yale Investment Advisors
Colorado
$3.73M +$23.8K +219 +0.6%
CWM
718
Cornerstone Wealth Management
Missouri
$3.72M -$1.59M -14,693 -30%
ABC
719
Associated Banc-Corp
Wisconsin
$3.72M +$453K +8,064 +14%
SEIA
720
Signature Estate & Investment Advisors
California
$3.71M -$324K -2,984 -8%
DWM
721
Defined Wealth Management
Oregon
$3.71M +$1.63M +14,977 +78%
RPC
722
Rossmore Private Capital
Connecticut
$3.71M +$275K +2,537 +8%
CWM
723
CCG Wealth Management
California
$3.69M +$596K +5,495 +19%
AWA
724
Arkadios Wealth Advisors
Georgia
$3.66M +$3.06M +28,156 +506%
OMC
725
Overbrook Management Corp
New York
$3.65M +$873K +8,042 +31%
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