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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 %
PL
751
Parthenon LLC
Kentucky
$3.52M +$159K +1,405 +5%
Lido Advisors
752
Lido Advisors
California
$3.51M +$285K +2,527 +9%
NEAM
753
New England Asset Management
Connecticut
$3.51M – – –
KWM
754
Keebeck Wealth Management
Illinois
$3.51M +$765K +6,772 +28%
GH
755
GAM Holding
Switzerland
$3.5M – – –
AFC
756
AFT Forsyth & Company
Florida
$3.49M +$49.1K +435 +1%
GSAM
757
Grant Street Asset Management
Pennsylvania
$3.48M +$3.24M +31,517 +1,361%
BAAM
758
Baker Avenue Asset Management
California
$3.46M -$640K -5,662 -16%
WMP
759
Wealth Management Partners
Arizona
$3.4M +$429K +3,794 +14%
MUAMU
760
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$3.39M -$1.36M -12,000 -29%
VHAM
761
Van Hulzen Asset Management
California
$3.39M +$561K +4,961 +20%
AC
762
AlphaCore Capital
California
$3.36M -$8.4M -74,385 -71%
NPT
763
Nixon Peabody Trust
Massachusetts
$3.35M -$48.6K -430 -1%
OMC
764
Overbrook Management Corp
New York
$3.34M -$463K -4,101 -12%
GWMIA
765
Global Wealth Management Investment Advisory
Florida
$3.33M +$83.5K +739 +3%
DT
766
Diversified Trust
Tennessee
$3.32M +$31.2K +276 +0.9%
3F
767
360 Financial
Minnesota
$3.32M -$65.1K -576 -2%
ISB
768
Iowa State Bank
Iowa
$3.31M -$28.1K -249 -0.8%
CBT
769
Central Bank & Trust
Kentucky
$3.3M -$93.2K -825 -3%
PP
770
PrairieView Partners
Minnesota
$3.3M -$68.4K -605 -2%
ACM
771
Armbruster Capital Management
New York
$3.3M -$130K -1,150 -4%
PFM
772
Parsec Financial Management
North Carolina
$3.29M +$1.05M +9,337 +47%
KL
773
KWMG LLC
Kansas
$3.26M -$43.4K -399 -1%
SAA
774
Southeast Asset Advisors
Georgia
$3.25M -$7.46K -66 -0.2%
SDWMA
775
Schneider Downs Wealth Management Advisors
Pennsylvania
$3.25M +$565 +5 +0%
29 30
31
32 33