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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 %
PFA
701
Pure Financial Advisors
California
$3.87M -$74.4K -681 -2%
MIG
702
McGuire Investment Group
Rhode Island
$3.86M +$53.2K +487 +1%
FNT
703
First National Trust
Pennsylvania
$3.86M -$45.4K -416 -1%
HB
704
Homrich & Berg
Georgia
$3.85M -$3.39M -31,029 -47%
MP
705
McDonald Partners
Ohio
$3.85M +$46.3K +424 +1%
AWAP
706
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$3.81M -$42.6K -390 -1%
CWM
707
Cornerstone Wealth Management
Missouri
$3.79M -$34.9K -320 -0.9%
USAA
708
United Services Automobile Association
Texas
$3.79M -$545K -4,991 -13%
Lido Advisors
709
Lido Advisors
California
$3.79M +$398K +3,649 +12%
CFG
710
Citizens Financial Group
Rhode Island
$3.79M +$384K +3,519 +11%
WFA
711
Wellspring Financial Advisors
Ohio
$3.74M +$3.39M +331,250 +990%
TC
712
Telemus Capital
Michigan
$3.72M -$32.6M -298,538 -90%
VIM
713
Vista Investment Management
Pennsylvania
$3.69M +$138K +1,263 +4%
ONB
714
Old National Bancorp
Indiana
$3.66M -$116K -1,061 -3%
BHIA
715
Birch Hill Investment Advisors
Massachusetts
$3.66M +$3.71K +34 +0.1%
DP
716
Denver PWM
Colorado
$3.64M +$11.5K +105 +0.3%
SGK
717
Steigerwald Gordon & Koch
Virginia
$3.64M -$63.2K -579 -2%
PWMAG
718
Pinnacle Wealth Management Advisory Group
New Jersey
$3.63M -$120K -1,097 -3%
SB
719
Sunflower Bank
Texas
$3.6M -$424K -3,888 -11%
KWM
720
Kingsview Wealth Management
Oregon
$3.6M -$1.08M -9,873 -23%
VHAM
721
Van Hulzen Asset Management
California
$3.57M +$302K +2,770 +9%
LGA
722
Lebenthal Global Advisors
New York
$3.57M +$692K +6,336 +24%
CPA
723
Clear Perspective Advisors
Illinois
$3.57M -$760K -6,960 -18%
UF
724
Univest Financial
Pennsylvania
$3.57M +$3.5K +32 +0.1%
GWMIA
725
Global Wealth Management Investment Advisory
Florida
$3.55M +$328K +3,006 +10%
27 28
29
30 31