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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
1
Morgan Stanley
New York
$2.46B
2
PPFA
2
Provida Pension Fund Administrator
Chile
$419M
3
NFA
3
Nationwide Fund Advisors
Ohio
$244M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$2.33B
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$1.9B

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$3.13B
2
TF
2
Trek Financial
Arizona
$8.76M
3
RJA
3
Raymond James & Associates
Florida
$697M
4
AI
4
Atria Investments
North Carolina
$26M
5
VWM
5
Venturi Wealth Management
Texas
$3.13M
Name Holding Trade Value Shares
Change 		Shares
Change %
Citigroup
51
Citigroup
New York
$125M -$2.83M -25,885 -2%
Mariner
52
Mariner
Kansas
$125M +$32.7M +299,414 +35%
NMIMC
53
Northwestern Mutual Investment Management Company
Wisconsin
$121M +$1M +9,200 +0.8%
Bessemer Group
54
Bessemer Group
New Jersey
$118M +$70.4K +645 +0.1%
PAS
55
Park Avenue Securities
New York
$117M +$10.9M +100,260 +10%
PFO
56
Pathstone Family Office
New Jersey
$115M -$1.56M -14,293 -1%
BIM
57
Bridges Investment Management
Nebraska
$113M -$2.87M -26,293 -2%
VFA
58
Valeo Financial Advisors
Indiana
$113M +$3.43M +31,367 +3%
MFW
59
Meristem Family Wealth
Minnesota
$112M +$45.6M +417,499 +69%
RC
60
RegentAtlantic Capital
New Jersey
$105M +$1.14M +10,401 +1%
GC
61
Grimes & Company
Massachusetts
$104M +$2.72M +24,896 +3%
Creative Planning
62
Creative Planning
Kansas
$103M -$14.2M -130,281 -12%
JPMorgan Chase & Co
63
JPMorgan Chase & Co
New York
$102M +$12.1M +110,876 +13%
M&T Bank
64
M&T Bank
New York
$101M -$1.14M -10,425 -1%
Thrivent Financial for Lutherans
65
Thrivent Financial for Lutherans
Minnesota
$100M -$44.8M -407,553 -31%
Comerica Bank
66
Comerica Bank
Texas
$95.9M -$5.03M -44,379 -5%
Cambridge Investment Research Advisors
67
Cambridge Investment Research Advisors
Iowa
$93.1M -$19.8M -181,271 -18%
UB
68
UMB Bank
Missouri
$92.7M +$3.08M +28,237 +3%
BCM
69
Brookstone Capital Management
Illinois
$89.7M -$3.54M -31,906 -4%
JPMPWA
70
J.P. Morgan Private Wealth Advisors
California
$88.9M +$8.08M +74,020 +10%
HT
71
Hefren-Tillotson
Pennsylvania
$88.4M +$4.07M +37,284 +5%
PAG
72
Private Advisor Group
New Jersey
$88.1M +$24.3M +222,987 +38%
Jones Financial Companies
73
Jones Financial Companies
Missouri
$83.8M +$6M +54,656 +8%
DWM
74
Destination Wealth Management
California
$81.6M +$1.24M +11,382 +2%
AssetMark Inc
75
AssetMark Inc
California
$80.8M +$564K +5,167 +0.7%
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