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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 %
PFM
901
Parsec Financial Management
North Carolina
$2.15M -$22.2K -205 -1%
RMDI
902
R.M. Davis Inc
Maine
$2.14M -$60.9K -561 -3%
SFM
903
Signet Financial Management
New Jersey
$2.14M -$174K -1,603 -8%
TIA
904
Tiemann Investment Advisors
California
$2.13M -$1.09K -10 -0.1%
SCM
905
SOL Capital Management
Maryland
$2.13M +$148K +1,366 +7%
ICM
906
Islay Capital Management
Texas
$2.13M +$1.94M +17,875 +1,026%
DFA
907
Delta Financial Advisors
Louisiana
$2.13M – – –
JFGIW
908
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.1M -$172K -1,587 -8%
FFWA
909
FRG Family Wealth Advisors
Washington
$2.1M – – –
CBFP
910
Cedar Brook Financial Partners
Ohio
$2.08M -$1.42M -13,046 -40%
SMA
911
Sage Mountain Advisors
Georgia
$2.08M +$30.3K +279 +1%
FPTW
912
Franklin, Parlapiano, Turner & Welch
Texas
$2.08M – – –
H
913
HoyleCohen
California
$2.08M +$555K +5,117 +37%
NCM
914
Next Capital Management
New York
$2.08M -$14.9K -137 -0.7%
GPA
915
Garrison Point Advisors
California
$2.07M -$16.3K -150 -0.8%
22CM
916
20/20 Capital Management
California
$2.07M +$7.38K +68 +0.4%
PP
917
Palladium Partners
Virginia
$2.07M -$27.7K -255 -1%
BMD
918
Better Money Decisions
New Mexico
$2.06M +$2.06M +18,961 New
GEA
919
Glen Eagle Advisors
New Jersey
$2.05M +$55.5K +511 +3%
SAM
920
Silvercrest Asset Management
New York
$2.05M -$197K -1,819 -9%
BTWM
921
Baker Tilly Wealth Management
Wisconsin
$2.04M +$1.64M +15,077 +405%
NEGWA
922
New England Guild Wealth Advisors
Connecticut
$2.03M -$163K -1,506 -7%
PA
923
PFG Advisors
Arizona
$2.01M -$748K -6,887 -27%
PA
924
Probity Advisors
Texas
$2.01M +$2.01M +18,514 New
SSWM
925
Sheets Smith Wealth Management
North Carolina
$2.01M -$2.22M -20,421 -52%
35 36
37
38 39