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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
1
Huntington National Bank
Ohio
$245M
2
Wells Fargo
2
Wells Fargo
California
$2.46B
3
Bank of America
3
Bank of America
North Carolina
$4.16B
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$129M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$2.29B

Top Sellers

1
PPFA
1
Provida Pension Fund Administrator
Chile
$200M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$2.07B
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$1.86B
4
Osaic Holdings
4
Osaic Holdings
Arizona
$320M
5
CCMG
5
Clark Capital Management Group
Pennsylvania
$61.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Citigroup
51
Citigroup
New York
$132M -$44M -389,657 -25%
Bank of Montreal
52
Bank of Montreal
Ontario, Canada
$129M +$128M +1,132,235 +6,651%
NMIMC
53
Northwestern Mutual Investment Management Company
Wisconsin
$124M +$4.11M +36,400 +3%
Bessemer Group
54
Bessemer Group
New Jersey
$122M +$2.51M +22,247 +2%
Creative Planning
55
Creative Planning
Kansas
$122M +$25.6M +226,687 +27%
PFO
56
Pathstone Family Office
New Jersey
$120M -$4.85M -42,924 -4%
BIM
57
Bridges Investment Management
Nebraska
$120M -$2.04M -18,063 -2%
Cambridge Investment Research Advisors
58
Cambridge Investment Research Advisors
Iowa
$117M +$23.7M +209,839 +25%
VWM
59
Venturi Wealth Management
Texas
$114M +$20M +176,900 +21%
VFA
60
Valeo Financial Advisors
Indiana
$113M +$2.19M +19,367 +2%
KAS
61
Kestra Advisory Services
Texas
$110M +$12.2M +107,754 +12%
PAS
62
Park Avenue Securities
New York
$109M +$7.47M +66,105 +7%
RC
63
RegentAtlantic Capital
New Jersey
$107M +$1.93M +17,064 +2%
M&T Bank
64
M&T Bank
New York
$106M +$6.9M +61,060 +7%
GC
65
Grimes & Company
Massachusetts
$104M +$5.74M +50,797 +6%
TI
66
Tidal Investments
Wisconsin
$102M -$20.3M -179,360 -17%
Mariner
67
Mariner
Kansas
$95.5M +$1.31M +11,579 +1%
Comerica Bank
68
Comerica Bank
Texas
$95.3M -$9.01M -84,195 -9%
JPMorgan Chase & Co
69
JPMorgan Chase & Co
New York
$93.3M -$6.75M -59,718 -7%
UB
70
UMB Bank
Missouri
$92.7M -$2.73M -24,177 -3%
BCM
71
Brookstone Capital Management
Illinois
$92.4M +$73.2M +665,703 +383%
Victory Capital Management
72
Victory Capital Management
Texas
$90.3M -$18.1M -160,250 -17%
BIAS
73
Beacon Investment Advisory Services
New Jersey
$89.2M -$2.84M -25,132 -3%
HT
74
Hefren-Tillotson
Pennsylvania
$87.2M +$4.91M +43,463 +6%
AIM
75
Acropolis Investment Management
Missouri
$84M -$1.17M -10,377 -1%
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