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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 %
MWM
826
Maltin Wealth Management
New Jersey
$2.63M +$83.7K +767 +3%
MA
827
Mutual Advisors
Nebraska
$2.63M +$270K +2,476 +11%
HPWM
828
High Pines Wealth Management
Massachusetts
$2.62M +$1.75K +16 +0.1%
CPIA
829
Cornell Pochily Investment Advisors
New York
$2.62M +$122K +1,113 +5%
NEGWA
830
New England Guild Wealth Advisors
Connecticut
$2.62M +$141K +1,290 +6%
CFB
831
Cullen/Frost Bankers
Texas
$2.61M -$385K -3,530 -13%
RIM
832
Rockbridge Investment Management
New York
$2.6M +$109 +1 +0%
EL
833
EQ LLC
Washington
$2.6M -$7.63M -69,885 -75%
LWM
834
Lionsbridge Wealth Management
Florida
$2.6M -$1.01M -9,250 -28%
CF
835
Corrigan Financial
Rhode Island
$2.59M +$25.6K +234 +1%
PPP
836
Private Portfolio Partners
New Jersey
$2.59M +$90.2K +826 +4%
W
837
WealthOne
New York
$2.59M +$6.12K +56 +0.2%
DWA
838
Dougherty Wealth Advisers
Minnesota
$2.57M – – –
DIA
839
Dana Investment Advisors
Wisconsin
$2.56M +$126K +1,158 +5%
CAM
840
Concorde Asset Management
Michigan
$2.53M -$378K -3,461 -13%
WF
841
Williams Financial
Vermont
$2.51M -$367K -3,361 -13%
CFO
842
CVA Family Office
Colorado
$2.5M -$2.7M -38,380 -52%
CCM
843
Crew Capital Management
Ohio
$2.5M -$46.4K -425 -2%
KAH
844
Kathryn A. Hall
$2.48M – – –
BFO
845
Biltmore Family Office
North Carolina
$2.48M +$99.4K +910 +4%
GFG
846
Greystone Financial Group
Michigan
$2.48M -$952K -8,720 -28%
TFCP
847
Twin Focus Capital Partners
Massachusetts
$2.48M +$874 +8 +0%
BFG
848
Baron Financial Group
New Jersey
$2.47M +$152K +1,390 +7%
DT
849
Diversified Trust
Tennessee
$2.47M -$741K -6,788 -23%
GFP
850
Gryphon Financial Partners
Ohio
$2.45M -$33.2K -304 -1%
32 33
34
35 36