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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 %
HWMA
876
Heritage Wealth Management (Arizona)
Arizona
$2.36M +$2.36M +21,727 New
NAG
877
Northstar Advisory Group
New Jersey
$2.33M -$805K -7,418 -26%
AWG
878
Altus Wealth Group
Colorado
$2.32M +$70K +629 +3%
CPIA
879
Cornell Pochily Investment Advisors
New York
$2.32M -$12.5K -115 -0.5%
FM
880
Family Management
New York
$2.3M -$3.43M -31,614 -60%
CSM
881
CAMG Solamere Management
North Carolina
$2.3M -$15.6K -144 -0.7%
9WM
882
9258 Wealth Management
Ohio
$2.3M +$44.7K +412 +2%
ACP
883
Aveo Capital Partners
Colorado
$2.27M +$2.27M +20,924 New
SCA
884
Stillwater Capital Advisors
Pennsylvania
$2.26M +$143K +1,317 +7%
PWM
885
Provident Wealth Management
Tennessee
$2.26M -$294K -2,712 -12%
SFP
886
Sterling Financial Planning
New Jersey
$2.26M -$279K -2,572 -11%
SS
887
Sunbelt Securities
Texas
$2.26M +$980K +9,028 +77%
ACM
888
AUA Capital Management
Pennsylvania
$2.26M – – –
BIM
889
Baldwin Investment Management
Pennsylvania
$2.24M -$231K -2,130 -9%
WPW
890
Waldron Private Wealth
Pennsylvania
$2.22M +$444K +4,087 +25%
AF
891
Advisornet Financial
Minnesota
$2.22M -$184K -1,700 -8%
OLA
892
Oliver Luxxe Assets
New Jersey
$2.21M -$138K -1,268 -6%
CPC
893
Congress Park Capital
New York
$2.21M +$1.08M +9,907 +95%
BPC
894
Banque Pictet & Cie
Switzerland
$2.19M +$181K +1,665 +9%
FNBOSM
895
First National Bank of South Miami
Florida
$2.18M +$169K +1,559 +8%
RIM
896
Rockbridge Investment Management
New York
$2.18M -$34.2K -315 -2%
BFG
897
Baron Financial Group
New Jersey
$2.17M -$41.8K -385 -2%
ICP
898
Interchange Capital Partners
Pennsylvania
$2.17M -$121K -1,072 -5%
SIA
899
SkyView Investment Advisors
New Jersey
$2.17M -$92.4K -851 -4%
DIA
900
Dana Investment Advisors
Wisconsin
$2.17M +$745K +6,869 +52%
34 35
36
37 38