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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 %
WA
826
WBH Advisory
Maryland
$2.84M -$172K -1,574 -6%
SWA
827
Sutton Wealth Advisors
Florida
$2.84M -$49.3K -436 -2%
MAS
828
Madden Advisory Services
Florida
$2.84M +$29.7K +263 +1%
OCM
829
Orion Capital Management
California
$2.83M +$261K +2,311 +10%
SFMG
830
Sage Financial Management Group
Virginia
$2.83M +$228K +2,022 +9%
CIAS
831
CFS Investment Advisory Services
New Jersey
$2.83M +$2.83M +25,034 New
SC
832
Savant Capital
Illinois
$2.82M -$63.5K -562 -2%
KFGK
833
Keystone Financial Group (Kentucky)
Kentucky
$2.81M +$120K +1,060 +4%
CCM
834
Colorado Capital Management
Colorado
$2.81M -$95.5K -845 -3%
CAM
835
Campion Asset Management
Virginia
$2.8M -$97.2K -860 -3%
SWMG
836
Strategic Wealth Management Group
Maryland
$2.8M +$83.1K +736 +3%
UWPG
837
Ullmann Wealth Partners Group
Florida
$2.79M -$176K -1,561 -6%
9WM
838
9258 Wealth Management
Ohio
$2.78M +$382K +3,385 +16%
SAG
839
Spotlight Asset Group
Illinois
$2.77M +$212K +1,880 +8%
EPWM
840
Essex Private Wealth Management
Massachusetts
$2.76M -$56.4K -499 -2%
STB
841
S&T Bank
Pennsylvania
$2.75M – – –
Koshinski Asset Management
842
Koshinski Asset Management
Illinois
$2.73M -$1.03M -9,095 -27%
IC
843
IEQ Capital
California
$2.73M +$1.46M +12,959 +116%
BAM
844
Baldrige Asset Management
Pennsylvania
$2.73M +$184K +1,632 +7%
RFO
845
RiverGlades Family Offices
Florida
$2.72M -$7.91K -70 -0.3%
HPWM
846
High Pines Wealth Management
Massachusetts
$2.71M -$52.9K -468 -2%
Chevy Chase Trust
847
Chevy Chase Trust
Maryland
$2.7M -$233K -2,065 -8%
CW
848
CreativeOne Wealth
Kansas
$2.69M +$1.98M +17,518 +277%
SW
849
StrongBox Wealth
Missouri
$2.69M +$2.26M +20,003 +522%
RIM
850
Rockbridge Investment Management
New York
$2.69M +$421K +3,723 +19%
32 33
34
35 36