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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 %
ONST
826
Old North State Trust
North Carolina
$2.68M -$764K -7,026 -22%
HPWM
827
High Pines Wealth Management
Massachusetts
$2.65M -$25.5K -235 -1%
TFCP
828
Twin Focus Capital Partners
Massachusetts
$2.64M +$4.89K +45 +0.2%
STB
829
S&T Bank
Pennsylvania
$2.64M +$5.21K +48 +0.2%
KWM
830
Keebeck Wealth Management
Illinois
$2.63M +$965K +8,894 +58%
SAS
831
Sanford Advisory Services
Michigan
$2.63M +$1.03M +9,502 +65%
HIMC
832
Heritage Investors Management Corp
Maryland
$2.62M -$7.6K -70 -0.3%
AWM
833
Altavista Wealth Management
North Carolina
$2.62M -$6.95K -64 -0.3%
CHC
834
City Holding Co
West Virginia
$2.62M +$419K +3,864 +19%
FC
835
Ferris Capital
Massachusetts
$2.62M +$303K +2,789 +13%
EFS
836
Essex Financial Services
Connecticut
$2.62M +$279K +2,570 +12%
RFO
837
RiverGlades Family Offices
Florida
$2.62M +$7.06K +65 +0.3%
SWMG
838
Strategic Wealth Management Group
Maryland
$2.61M +$226K +2,087 +10%
BHWM
839
Bay Harbor Wealth Management
Maryland
$2.6M +$1.23M +11,305 +89%
KW
840
KWB Wealth
California
$2.59M -$559K -5,147 -18%
KFGK
841
Keystone Financial Group (Kentucky)
Kentucky
$2.58M +$2.71K +25 +0.1%
IC
842
Inscription Capital
Texas
$2.57M +$1.34M +12,359 +109%
CCM
843
Crew Capital Management
Ohio
$2.56M +$2.56M +23,570 New
DWA
844
Dougherty Wealth Advisers
Minnesota
$2.55M – – –
FFN
845
Focus Financial Network
Minnesota
$2.54M -$7.57M -69,754 -75%
W
846
WealthOne
New York
$2.54M +$274K +2,525 +12%
FFWM
847
Future Financial Wealth Management
Ohio
$2.54M -$30K -276 -1%
PWA
848
Peterson Wealth Advisors
Utah
$2.54M -$99.8K -919 -4%
FIG
849
FundX Investment Group
California
$2.53M +$2.53M +23,320 New
SEI Investments
850
SEI Investments
Pennsylvania
$2.52M +$10.5K +102 +0.4%
32 33
34
35 36