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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 %
CCT
701
Country Club Trust
Missouri
$4.11M +$411K +3,646 +11%
SW
702
SkyOak Wealth
Michigan
$4.1M +$465K +4,117 +13%
EWM
703
EPG Wealth Management
Georgia
$4.09M +$161K +1,424 +4%
RHBC
704
R.H. Bluestein & Co
Michigan
$4.09M +$498K +4,409 +14%
PFA
705
Pure Financial Advisors
California
$4.08M -$30.2K -267 -0.7%
NL
706
NEPC LLC
Massachusetts
$4.08M +$180K +1,590 +5%
CWM
707
CCG Wealth Management
California
$4.08M +$235K +2,083 +6%
RWMH
708
Riverpoint Wealth Management Holdings
Illinois
$4.08M +$80K +708 +2%
SCA
709
Stokes Capital Advisors
South Carolina
$4.06M -$279K -2,466 -6%
BFG
710
Barber Financial Group
Kansas
$4.05M +$2.67M +23,616 +193%
APSP
711
Asset Planning Services (Pennsylvania)
Pennsylvania
$4.05M -$113K -998 -3%
FTC
712
Farmers Trust Company
Ohio
$4.05M -$94.5K -836 -2%
FNT
713
First National Trust
Pennsylvania
$4.04M -$43.5K -385 -1%
ZIM
714
Zacks Investment Management
Illinois
$4.02M +$398K +3,525 +11%
RW
715
RVW Wealth
California
$4M -$8.5K -79 -0.2%
BAM
716
Belpointe Asset Management
Nevada
$4M -$331K -2,929 -8%
TWA
717
TPB Wealth Advisors
Texas
$3.99M -$294K -2,609 -7%
AWAP
718
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$3.99M -$104K -918 -3%
Millennium Management
719
Millennium Management
New York
$3.97M -$2.44M -21,567 -38%
CWM
720
Cornerstone Wealth Management
Missouri
$3.96M +$87.7K +776 +2%
MIG
721
McGuire Investment Group
Rhode Island
$3.94M +$7.91K +70 +0.2%
BDF
722
Black Diamond Financial
Maryland
$3.94M +$410K +3,625 +12%
MP
723
McDonald Partners
Ohio
$3.93M +$136K +1,206 +4%
SEIA
724
Signature Estate & Investment Advisors
California
$3.91M +$45.4K +402 +1%
ONB
725
Old National Bancorp
Indiana
$3.91M -$237K -2,094 -6%
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