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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 %
V
801
VeraBank
Texas
$2.87M -$12.2K -112 -0.4%
WMP
802
Wealth Management Partners
Arizona
$2.86M +$1.16M +10,656 +68%
GSWM
803
Golden State Wealth Management
California
$2.85M -$66.1K -609 -2%
UWPG
804
Ullmann Wealth Partners Group
Florida
$2.85M +$13K +120 +0.5%
AC
805
Abbrea Capital
California
$2.84M +$160K +1,478 +6%
KA
806
Kovack Advisors
Florida
$2.83M +$235K +2,165 +9%
PCIA
807
Prime Capital Investment Advisors
Kansas
$2.82M -$184K -1,700 -6%
Chevy Chase Trust
808
Chevy Chase Trust
Maryland
$2.81M -$356K -3,278 -11%
DWM
809
Darwin Wealth Management
Florida
$2.79M -$2.32M -21,367 -45%
PIA
810
Perennial Investment Advisors
California
$2.79M +$189K +1,738 +7%
CCM
811
Colorado Capital Management
Colorado
$2.79M -$88.3K -814 -3%
CAM
812
Campion Asset Management
Virginia
$2.79M +$2.79M +25,671 New
CF
813
Corrigan Financial
Rhode Island
$2.78M -$420K -3,872 -13%
SWA
814
Sutton Wealth Advisors
Florida
$2.77M +$36.5K +336 +1%
SC
815
Savant Capital
Illinois
$2.77M -$237K -2,188 -8%
NWA
816
Navis Wealth Advisors
New York
$2.77M – – –
BWAM
817
Boyd Watterson Asset Management
Ohio
$2.74M -$261K -2,400 -9%
EWM
818
Evercore Wealth Management
New York
$2.72M +$424K +3,905 +18%
VHAM
819
Van Hulzen Asset Management
California
$2.71M +$2.45M +22,597 +938%
SFA
820
Sequoia Financial Advisors
Ohio
$2.71M +$259K +2,389 +11%
CAG
821
Csenge Advisory Group
Florida
$2.71M -$599K -5,474 -18%
EPWM
822
Essex Private Wealth Management
Massachusetts
$2.7M -$251K -2,314 -9%
WS
823
Wedbush Securities
California
$2.7M +$287K +2,642 +12%
MAS
824
Madden Advisory Services
Florida
$2.69M -$184K -1,694 -6%
HAS
825
HBW Advisory Services
California
$2.69M -$394K -3,633 -13%
31 32
33
34 35