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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
Huntington National Bank
Ohio
+$245M
2
Wells Fargo
Wells Fargo
California
+$176M
3
Bank of America
Bank of America
North Carolina
+$164M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$128M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$104M

Top Sellers

1
PPFA
Provida Pension Fund Administrator
Chile
-$1.37B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$722M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$414M
4
Osaic Holdings
Osaic Holdings
Arizona
-$293M
5
CCMG
Clark Capital Management Group
Pennsylvania
-$182M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWMAG
726
Pinnacle Wealth Management Advisory Group
New Jersey
$3.87M -$67.1K -594 -2%
MYIA
727
Mount Yale Investment Advisors
Colorado
$3.87M -$8.02K -71 -0.2%
LIM
728
Leavell Investment Management
Alabama
$3.87M – – –
DCM
729
DeGreen Capital Management
Arizona
$3.84M -$4.65M -41,129 -55%
CWS
730
Cypress Wealth Services
California
$3.84M -$1.42M -12,533 -27%
CIR
731
Clear Investment Research
Georgia
$3.84M -$55.9K -495 -1%
1WM
732
1900 Wealth Management
Texas
$3.83M +$952K +8,429 +33%
SGK
733
Steigerwald Gordon & Koch
Virginia
$3.83M +$65.6K +581 +2%
BHIA
734
Birch Hill Investment Advisors
Massachusetts
$3.78M +$28.4K +251 +0.8%
WFA
735
Wellspring Financial Advisors
Ohio
$3.78M +$928K +8,216 +33%
DP
736
Denver PWM
Colorado
$3.77M -$978K -8,609 -21%
LWM
737
Lionsbridge Wealth Management
Florida
$3.73M -$18.5K -164 -0.5%
UF
738
Univest Financial
Pennsylvania
$3.69M -$108K -957 -3%
VIM
739
Vista Investment Management
Pennsylvania
$3.67M +$7.57K +67 +0.2%
FAIM
740
Financial Advocates Investment Management
Washington
$3.67M -$1.65M -14,578 -31%
SAF
741
Smith Anglin Financial
Texas
$3.66M +$406K +3,590 +12%
TFF
742
The Family Firm
Maryland
$3.64M +$16.2K +143 +0.4%
NDSI
743
Newman Dignan & Sheerar Inc
Rhode Island
$3.6M -$3.95K -35 -0.1%
CCFM
744
Clear Creek Financial Management
Washington
$3.6M +$2.06M +18,244 +134%
KFS
745
Kelly Financial Services
Massachusetts
$3.59M +$3.56M +402,384 +11,061%
MWM
746
Meridian Wealth Management
Kentucky
$3.58M +$214K +1,894 +6%
GFG
747
Greystone Financial Group
Michigan
$3.55M +$1.93M +17,059 +119%
MOACM
748
Mutual of America Capital Management
New York
$3.55M -$415K -3,678 -10%
CFG
749
Citizens Financial Group
Rhode Island
$3.52M +$60K +531 +2%
AMG
750
Asset Management Group
Connecticut
$3.52M -$38.8K -343 -1%
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