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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 %
WPW
901
Waldron Private Wealth
Pennsylvania
$2.3M -$14K -124 -0.6%
NCM
902
Next Capital Management
New York
$2.29M +$134K +1,183 +6%
GEA
903
Glen Eagle Advisors
New Jersey
$2.29M +$155K +1,375 +7%
SFP
904
Sterling Financial Planning
New Jersey
$2.28M -$70.2K -621 -3%
PCM
905
Pennsylvania Capital Management
Pennsylvania
$2.28M +$819K +7,339 +56%
NSB
906
Norway Savings Bank
Maine
$2.26M +$235K +2,079 +12%
T
907
TRUADVICE
Florida
$2.26M +$592K +5,468 +36%
RMDI
908
R.M. Davis Inc
Maine
$2.24M +$11.3K +100 +0.5%
EA
909
Emerald Advisors
Washington
$2.23M +$540K +4,782 +32%
CRWM
910
Castle Rock Wealth Management
California
$2.23M +$1.15M +10,323 +107%
SAM
911
Silvercrest Asset Management
New York
$2.22M +$89.2K +790 +4%
ANTB
912
AMG National Trust Bank
Colorado
$2.22M +$188K +1,665 +9%
GPA
913
Garrison Point Advisors
California
$2.21M +$52.9K +468 +2%
FM
914
Family Management
New York
$2.21M -$191K -1,690 -8%
QCM
915
Quest Capital Management
Texas
$2.2M +$213K +1,883 +11%
FFWA
916
FRG Family Wealth Advisors
Washington
$2.2M +$19.2K +170 +0.9%
OR
917
Olympiad Research
Connecticut
$2.2M -$1.48M -13,079 -40%
SMA
918
Sage Mountain Advisors
Georgia
$2.17M – – –
SIA
919
SkyView Investment Advisors
New Jersey
$2.17M – – –
22CM
920
20/20 Capital Management
California
$2.16M +$5.76K +51 +0.3%
IIC
921
Integrated Investment Consultants
Michigan
$2.16M +$77.3K +684 +4%
ICM
922
Islay Capital Management
Texas
$2.14M -$74.5K -659 -3%
TIA
923
Tiemann Investment Advisors
California
$2.14M -$82.6K -731 -4%
FPTW
924
Franklin, Parlapiano, Turner & Welch
Texas
$2.14M -$25.2K -223 -1%
BWCS
925
Beirne Wealth Consulting Services
Connecticut
$2.13M +$614K +5,416 +40%
35 36
37
38 39