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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 %
EI
851
Ellevest Inc
New York
$2.68M +$120K +1,062 +5%
W
852
WealthOne
New York
$2.67M +$23.8K +211 +0.9%
CF
853
Corrigan Financial
Rhode Island
$2.66M -$231K -2,046 -8%
DWA
854
Dougherty Wealth Advisers
Minnesota
$2.66M – – –
CPC
855
Congress Park Capital
New York
$2.64M +$336K +2,972 +15%
ONST
856
Old North State Trust
North Carolina
$2.64M -$153K -1,353 -5%
CCM
857
Crew Capital Management
Ohio
$2.64M -$28.2K -250 -1%
SPFA
858
Summit Place Financial Advisors
New Jersey
$2.63M +$795K +7,036 +43%
MWM
859
Maltin Wealth Management
New Jersey
$2.63M +$97.3K +861 +4%
CA
860
Continuum Advisory
Idaho
$2.63M +$583K +5,161 +29%
EFS
861
Essex Financial Services
Connecticut
$2.62M – – –
MWM
862
Mascoma Wealth Management
New Hampshire
$2.62M +$543K +4,810 +26%
PWA
863
Peterson Wealth Advisors
Utah
$2.61M -$25.2K -223 -1%
WA
864
Winfield Associates
Ohio
$2.6M +$133K +1,180 +5%
PPP
865
Private Portfolio Partners
New Jersey
$2.59M +$126K +1,115 +5%
AWM
866
Altavista Wealth Management
North Carolina
$2.58M -$146K -1,296 -5%
KW
867
KWB Wealth
California
$2.58M -$2.93K -27 -0.1%
CPIA
868
Cornell Pochily Investment Advisors
New York
$2.58M +$168K +1,484 +7%
KAH
869
Kathryn A. Hall
$2.57M +$1.6M +14,150 +165%
TFCP
870
Twin Focus Capital Partners
Massachusetts
$2.56M -$189K -1,676 -7%
NEGWA
871
New England Guild Wealth Advisors
Connecticut
$2.56M +$444K +3,932 +21%
CFS
872
CRA Financial Services
New Jersey
$2.55M -$40.2K -356 -2%
HAS
873
HBW Advisory Services
California
$2.54M -$256K -2,267 -9%
DIA
874
Dana Investment Advisors
Wisconsin
$2.52M +$262K +2,321 +12%
BPC
875
Banque Pictet & Cie
Switzerland
$2.5M +$223K +1,975 +10%
33 34
35
36 37