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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
1
Wells Fargo
California
$2.19B
2
Bank of America
2
Bank of America
North Carolina
$3.84B
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$2.18B
4
Morgan Stanley
4
Morgan Stanley
New York
$2.07B
5
PPFA
5
Provida Pension Fund Administrator
Chile
$570M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$2.68B
2
FCAS
2
First Command Advisory Services
Texas
$996M
3
Citigroup
3
Citigroup
New York
$169M
4
HNB
4
Huntington National Bank
Ohio
$195M
5
NMIMC
5
Northwestern Mutual Investment Management Company
Wisconsin
$115M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFO
51
Pathstone Family Office
New Jersey
$120M +$690K +6,360 +0.6%
TI
52
Tidal Investments
Wisconsin
$118M -$4.22M -38,854 -3%
BIM
53
Bridges Investment Management
Nebraska
$117M -$5.82M -53,606 -5%
NMIMC
54
Northwestern Mutual Investment Management Company
Wisconsin
$115M -$108M -999,100 -49%
Bessemer Group
55
Bessemer Group
New Jersey
$115M +$2.77M +25,518 +2%
UCFA
56
United Capital Financial Advisors
Texas
$114M +$6.26M +57,663 +6%
MML Investors Services
57
MML Investors Services
Massachusetts
$113M +$26.6M +245,095 +31%
Comerica Bank
58
Comerica Bank
Texas
$108M +$25.1M +225,880 +30%
VFA
59
Valeo Financial Advisors
Indiana
$106M -$471K -4,339 -0.4%
Victory Capital Management
60
Victory Capital Management
Texas
$104M -$42.9M -395,402 -29%
RC
61
RegentAtlantic Capital
New Jersey
$101M -$38M -350,448 -27%
PAS
62
Park Avenue Securities
New York
$97.7M +$42.2M +388,677 +76%
JPMorgan Chase & Co
63
JPMorgan Chase & Co
New York
$96.1M -$1.89M -17,383 -2%
M&T Bank
64
M&T Bank
New York
$95M -$9.07M -83,529 -9%
GC
65
Grimes & Company
Massachusetts
$94.8M +$3.46M +31,888 +4%
KAS
66
Kestra Advisory Services
Texas
$93.6M -$19.4M -179,089 -17%
Creative Planning
67
Creative Planning
Kansas
$92.3M -$2.35M -21,661 -2%
UB
68
UMB Bank
Missouri
$91.7M +$1.52M +14,001 +2%
Mariner
69
Mariner
Kansas
$90.5M +$60.6K +558 +0.1%
VWM
70
Venturi Wealth Management
Texas
$90.4M +$5.99M +55,167 +7%
Cambridge Investment Research Advisors
71
Cambridge Investment Research Advisors
Iowa
$89.5M +$2.82M +25,964 +3%
BIAS
72
Beacon Investment Advisory Services
New Jersey
$88.4M +$1.65M +15,179 +2%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
73
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$86.8M -$92.3M -850,000 -52%
DWM
74
Destination Wealth Management
California
$83.1M -$10.8M -99,487 -12%
AIM
75
Acropolis Investment Management
Missouri
$81.8M -$6.84M -63,031 -8%
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