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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 %
KW
876
KWB Wealth
California
$2.29M -$312K -2,854 -12%
MCM
877
Monument Capital Management
Virginia
$2.28M -$9.33M -85,436 -80%
CPC
878
Congress Park Capital
New York
$2.28M -$269K -2,464 -11%
AF
879
Advisornet Financial
Minnesota
$2.27M +$338K +3,098 +17%
ACM
880
AUA Capital Management
Pennsylvania
$2.27M – – –
JFGIW
881
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.27M +$11.4K +104 +0.5%
BBHBI
882
B, B, H, & B Inc
Alabama
$2.26M -$2.22M -20,325 -50%
BIM
883
Baldwin Investment Management
Pennsylvania
$2.26M – – –
OAM
884
Occidental Asset Management
California
$2.24M -$2.14M -19,623 -49%
AWM
885
Avondale Wealth Management
Texas
$2.24M +$500K +4,581 +29%
TA
886
Tiedemann Advisors
New York
$2.24M -$2.05M -18,799 -48%
GEA
887
Glen Eagle Advisors
New Jersey
$2.24M +$21.9K +201 +1%
RMDI
888
R.M. Davis Inc
Maine
$2.23M +$66.9K +613 +3%
IC
889
Inscription Capital
Texas
$2.22M +$1.92M +17,558 +635%
NCM
890
Next Capital Management
New York
$2.22M -$1.53K -14 -0.1%
SIA
891
SkyView Investment Advisors
New Jersey
$2.21M +$28K +256 +1%
CRWM
892
Castle Rock Wealth Management
California
$2.21M -$193K -1,608 -8%
ACP
893
Aveo Capital Partners
Colorado
$2.2M -$118K -1,083 -5%
SCM
894
SOL Capital Management
Maryland
$2.2M -$28.6K -262 -1%
GPA
895
Garrison Point Advisors
California
$2.18M +$50.9K +466 +2%
MPM
896
Meritage Portfolio Management
Kansas
$2.17M +$632K +5,792 +41%
ANTB
897
AMG National Trust Bank
Colorado
$2.17M +$24K +220 +1%
SA
898
Strategic Advisors
New York
$2.15M +$944K +8,642 +78%
BMCM
899
Bryn Mawr Capital Management
Pennsylvania
$2.15M +$160K +1,469 +8%
TWA
900
TPB Wealth Advisors
Texas
$2.15M -$1.72M -15,751 -45%
34 35
36
37 38