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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
Wells Fargo
California
+$475M
2
Bank of America
Bank of America
North Carolina
+$383M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$243M
4
Morgan Stanley
Morgan Stanley
New York
+$167M
5
PPFA
Provida Pension Fund Administrator
Chile
+$162M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$689M
2
FCAS
First Command Advisory Services
Texas
-$176M
3
Citigroup
Citigroup
New York
-$150M
4
HNB
Huntington National Bank
Ohio
-$114M
5
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
-$108M
Name Holding Trade Value Shares
Change 		Shares
Change %
UF
726
Univest Financial
Pennsylvania
$3.65M -$152K -1,400 -4%
MP
727
McDonald Partners
Ohio
$3.65M +$21.8K +201 +0.6%
OMC
728
Old Mission Capital
Illinois
$3.63M +$785K +7,235 +28%
SGK
729
Steigerwald Gordon & Koch
Virginia
$3.61M +$133K +1,225 +4%
SL
730
SWMG LLC
Texas
$3.61M -$96.3K -887 -3%
Koshinski Asset Management
731
Koshinski Asset Management
Illinois
$3.61M +$353K +3,255 +11%
SW
732
SkyOak Wealth
Michigan
$3.61M +$130K +1,162 +4%
BHIA
733
Birch Hill Investment Advisors
Massachusetts
$3.61M +$74.8K +689 +2%
LWM
734
Lionsbridge Wealth Management
Florida
$3.6M +$74.1K +683 +2%
CCT
735
Country Club Trust
Missouri
$3.55M +$237K +2,195 +7%
FCB
736
First Command Bank
Texas
$3.53M +$828K +7,632 +31%
FCFS
737
First Command Financial Services
Texas
$3.53M +$828K +7,632 +31%
OR
738
Olympiad Research
Connecticut
$3.53M +$3.53M +32,519 New
VIM
739
Vista Investment Management
Pennsylvania
$3.52M -$911K -8,397 -21%
CWM
740
Curi Wealth Management
North Carolina
$3.49M +$572K +5,270 +20%
ZIM
741
Zacks Investment Management
Illinois
$3.48M +$763K +7,034 +28%
TFF
742
The Family Firm
Maryland
$3.48M -$61.1K -563 -2%
HCMT
743
Highland Capital Management (Tennessee)
Tennessee
$3.47M +$11.7K +108 +0.3%
NDSI
744
Newman Dignan & Sheerar Inc
Rhode Island
$3.46M +$183K +1,683 +6%
AF
745
Allworth Financial
California
$3.46M +$253K +2,330 +8%
RHBC
746
R.H. Bluestein & Co
Michigan
$3.45M +$33K +304 +1%
AMG
747
Asset Management Group
Connecticut
$3.42M +$217 +2 +0%
BDF
748
Black Diamond Financial
Maryland
$3.4M +$257K +2,365 +8%
CAWM
749
Capital Advisors Wealth Management
Washington
$3.38M +$3.38M +31,151 New
NEAM
750
New England Asset Management
Connecticut
$3.37M -$333K -3,064 -9%
28 29
30
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