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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 %
Mackenzie Financial
801
Mackenzie Financial
Ontario, Canada
$2.83M -$12.8K -117 -0.4%
OCM
802
Orion Capital Management
California
$2.82M +$76.6K +701 +3%
OMC
803
Overbrook Management Corp
New York
$2.8M -$424K -3,886 -13%
NWA
804
Navis Wealth Advisors
New York
$2.8M – – –
UBG
805
United Bank (Georgia)
Georgia
$2.79M +$9.83K +90 +0.4%
HH
806
Hilltop Holdings
Texas
$2.79M -$6.22M -56,942 -69%
SC
807
Sepio Capital
Utah
$2.79M +$43.5K +398 +2%
KWM
808
Keebeck Wealth Management
Illinois
$2.78M -$610K -5,586 -18%
TP
809
Tranquility Partners
Tennessee
$2.76M +$1.13M +10,312 +69%
CFA
810
Cahill Financial Advisors
Minnesota
$2.76M +$1.25M +11,455 +83%
BWAM
811
Boyd Watterson Asset Management
Ohio
$2.75M – – –
WA
812
Winfield Associates
Ohio
$2.75M +$240K +2,200 +10%
RFN
813
RDA Financial Network
Iowa
$2.75M -$40K -366 -1%
MOACM
814
Mutual of America Capital Management
New York
$2.74M -$686K -6,283 -20%
SC
815
Savant Capital
Illinois
$2.74M +$11K +101 +0.4%
UWPG
816
Ullmann Wealth Partners Group
Florida
$2.74M +$42.6K +390 +2%
SWA
817
Sutton Wealth Advisors
Florida
$2.73M -$7.75K -71 -0.3%
9WM
818
9258 Wealth Management
Ohio
$2.69M +$5.9K +54 +0.2%
CCM
819
Colorado Capital Management
Colorado
$2.69M -$26.6K -244 -1%
PWM
820
Provident Wealth Management
Tennessee
$2.68M +$267K +2,442 +11%
CL
821
COWA LLC
Oklahoma
$2.65M +$304K +2,777 +13%
RFO
822
RiverGlades Family Offices
Florida
$2.65M +$21.3K +195 +0.8%
EPWM
823
Essex Private Wealth Management
Massachusetts
$2.64M -$20.4K -187 -0.8%
BAM
824
Baldrige Asset Management
Pennsylvania
$2.64M +$6.66K +61 +0.3%
BFA
825
Bluestem Financial Advisors
Illinois
$2.64M -$297K -2,720 -10%
31 32
33
34 35