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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 %
AWM
851
Altavista Wealth Management
North Carolina
$2.45M -$48.6K -445 -2%
Chevy Chase Trust
852
Chevy Chase Trust
Maryland
$2.45M -$157K -1,438 -6%
CFS
853
CRA Financial Services
New Jersey
$2.43M -$34.4K -315 -1%
HAS
854
HBW Advisory Services
California
$2.43M -$24K -220 -1%
PWA
855
Peterson Wealth Advisors
Utah
$2.43M -$98.5K -902 -4%
SF
856
Summit Financial
New Jersey
$2.41M +$497K +4,552 +26%
EI
857
Ellevest Inc
New York
$2.41M -$178K -1,627 -7%
EAM
858
Evanson Asset Management
California
$2.41M +$1.23M +10,883 +104%
FA
859
Fiducient Advisors
Illinois
$2.4M +$87.1K +798 +4%
LGWM
860
Litman Gregory Wealth Management
California
$2.4M +$2.19M +20,042 +1,043%
EA
861
Emerald Advisors
Washington
$2.39M +$235K +2,155 +11%
SAM
862
Strategic Asset Management
Minnesota
$2.39M +$2.39M +21,284 New
PIMG
863
Patriot Investment Management Group
Tennessee
$2.38M +$2.18K +20 +0.1%
NSB
864
Norway Savings Bank
Maine
$2.36M +$179K +1,639 +8%
MCIA
865
Mountain Capital Investment Advisors
Colorado
$2.36M -$194K -1,746 -8%
OLA
866
Oliver Luxxe Assets
New Jersey
$2.36M +$105K +963 +5%
MWM
867
Mascoma Wealth Management
New Hampshire
$2.34M -$189K -1,730 -7%
PO
868
Private Ocean
California
$2.34M -$9.72K -89 -0.4%
Legacy Financial Group (Iowa)
869
Legacy Financial Group (Iowa)
Iowa
$2.34M -$32.6K -299 -1%
FA
870
Faithward Advisors
Pennsylvania
$2.33M +$2.33M +21,357 New
RIA
871
Realta Investment Advisors
Delaware
$2.33M -$18.2K -167 -0.8%
CAM
872
Campion Asset Management
Virginia
$2.33M -$382K -3,500 -14%
WAOI
873
Wealth Advisors of Iowa
Iowa
$2.32M -$5.28M -48,378 -69%
PCM
874
Pennsylvania Capital Management
Pennsylvania
$2.32M +$4.42K +39 +0.2%
CSM
875
CAMG Solamere Management
North Carolina
$2.32M – – –
33 34
35
36 37