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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 %
SFP
901
Sterling Financial Planning
New Jersey
$2.14M -$62.7K -574 -3%
TH
902
TCTC Holdings
Texas
$2.12M +$152K +1,388 +8%
RWA
903
River Wealth Advisors
Pennsylvania
$2.12M +$62.6K +573 +3%
AWG
904
Altus Wealth Group
Colorado
$2.11M -$189K -1,734 -8%
WAP
905
Wealthcare Advisory Partners
Pennsylvania
$2.1M -$267K -2,442 -11%
FFWA
906
FRG Family Wealth Advisors
Washington
$2.09M -$34.3K -314 -2%
IIC
907
Integrated Investment Consultants
Michigan
$2.07M -$9.28K -85 -0.4%
ONST
908
Old North State Trust
North Carolina
$2.07M -$478K -4,380 -19%
SMA
909
Sage Mountain Advisors
Georgia
$2.07M -$27.6K -253 -1%
FPTW
910
Franklin, Parlapiano, Turner & Welch
Texas
$2.07M – – –
BMD
911
Better Money Decisions
New Mexico
$2.05M +$34.8K +319 +2%
PB
912
Pinnacle Bancorp
Nebraska
$2.04M -$3.28K -30 -0.2%
MAWCM
913
Mine & Arao Wealth Creation & Management
California
$2.04M – – –
PAM
914
Premier Asset Management
Illinois
$2.04M -$15.2K -139 -0.7%
KCM
915
Kanawha Capital Management
Virginia
$2.04M +$119K +1,091 +6%
PP
916
Palladium Partners
Virginia
$2.03M -$13.2K -121 -0.6%
RWA
917
Roberts Wealth Advisors
California
$2.03M +$2.03M +18,593 New
AWMG
918
Alliance Wealth Management Group
New Jersey
$2.03M +$222K +2,032 +12%
CWA
919
Canvas Wealth Advisors
Kansas
$2.02M +$339K +3,101 +20%
ODCM
920
Old Dominion Capital Management
Virginia
$2.02M – – –
PA
921
Probity Advisors
Texas
$2.02M +$53.1K +486 +3%
AIP
922
Almanack Investment Partners
Pennsylvania
$2.01M +$1.06M +9,693 +111%
DLHL
923
Donald L. Hagan LLC
Florida
$2.01M +$13.2K +121 +0.7%
SWP
924
Summit Wealth Partners
Florida
$2.01M -$15.2K -139 -0.7%
BHBT
925
Burke & Herbert Bank & Trust
Virginia
$2.01M +$26.6K +244 +1%
35 36
37
38 39