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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
Morgan Stanley
New York
+$413M
2
PPFA
Provida Pension Fund Administrator
Chile
+$367M
3
NFA
Nationwide Fund Advisors
Ohio
+$244M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$115M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$98.9M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$892M
2
TF
Trek Financial
Arizona
-$152M
3
RJA
Raymond James & Associates
Florida
-$132M
4
AI
Atria Investments
North Carolina
-$126M
5
VWM
Venturi Wealth Management
Texas
-$107M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWS
726
Cypress Wealth Services
California
$3.54M -$168K -1,541 -5%
TFF
727
The Family Firm
Maryland
$3.52M -$126K -1,115 -3%
NDSI
728
Newman Dignan & Sheerar Inc
Rhode Island
$3.48M -$5.46K -50 -0.2%
PL
729
Parthenon LLC
Kentucky
$3.44M +$38.2K +350 +1%
SHWM
730
Silicon Hills Wealth Management
Texas
$3.43M +$326K +2,982 +10%
CHJWM
731
Carlton Hofferkamp & Jenks Wealth Management
Texas
$3.41M -$6.02K -50 -0.2%
BDF
732
Black Diamond Financial
Maryland
$3.41M -$404K -3,701 -11%
FNBOO
733
First National Bank of Omaha
Nebraska
$3.4M +$213K +1,952 +7%
ISB
734
Iowa State Bank
Iowa
$3.39M +$190K +1,739 +6%
GH
735
GAM Holding
Switzerland
$3.39M – – –
TNBTD
736
Trustmark National Bank Trust Department
Mississippi
$3.37M +$406K +3,717 +14%
FC
737
Ferris Capital
Massachusetts
$3.36M +$3.36M +28,059 New
EFSCE
738
Enterprise Financial Services Corp (EFSC)
Missouri
$3.34M +$237K +2,167 +8%
BRWM
739
B. Riley Wealth Management
Tennessee
$3.32M +$2.89M +26,456 +666%
SS
740
Simplicity Solutions
Minnesota
$3.32M +$1.71M +15,678 +106%
AFC
741
AFT Forsyth & Company
Florida
$3.31M -$63.3K -580 -2%
SAF
742
Smith Anglin Financial
Texas
$3.3M -$230K -2,103 -7%
MWM
743
Meridian Wealth Management
Kentucky
$3.3M -$169K -1,550 -5%
1WM
744
1900 Wealth Management
Texas
$3.29M -$415K -3,800 -11%
MUAMU
745
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$3.28M – – –
WMP
746
Wealth Management Partners
Arizona
$3.27M -$13.4K -123 -0.4%
KL
747
KWMG LLC
Kansas
$3.27M -$3.6K -33 -0.1%
EFS
748
Essex Financial Services
Connecticut
$3.25M +$615K +5,632 +23%
SDWMA
749
Schneider Downs Wealth Management Advisors
Pennsylvania
$3.24M +$102K +931 +3%
AMG
750
Asset Management Group
Connecticut
$3.24M -$159K -1,453 -5%
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