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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 %
LDFR
926
Lehman & Derafelo Financial Resources
Pennsylvania
$2M -$199K -1,836 -9%
IIC
927
Integrated Investment Consultants
Michigan
$2M -$371K -3,413 -16%
CA
928
Continuum Advisory
Idaho
$2M +$375K +3,398 +23%
MWM
929
Mascoma Wealth Management
New Hampshire
$1.99M +$1.29M +11,886 +184%
GPWA
930
Great Point Wealth Advisors
Massachusetts
$1.98M -$208K -1,912 -9%
ODCM
931
Old Dominion Capital Management
Virginia
$1.98M – – –
MAWCM
932
Mine & Arao Wealth Creation & Management
California
$1.96M +$39.2K +361 +2%
BHBT
933
Burke & Herbert Bank & Trust
Virginia
$1.96M +$98.1K +904 +5%
KC
934
Kingfisher Capital
North Carolina
$1.96M +$9.98K +92 +0.5%
ANTB
935
AMG National Trust Bank
Colorado
$1.95M +$25.5K +235 +1%
PB
936
Pinnacle Bancorp
Nebraska
$1.95M +$34.4K +317 +2%
SWP
937
Summit Wealth Partners
Florida
$1.95M -$50.4K -464 -3%
WAP
938
Wealthcare Advisory Partners
Pennsylvania
$1.95M -$35.6K -328 -2%
NSB
939
Norway Savings Bank
Maine
$1.95M +$313K +2,886 +19%
LC
940
LCNB Corp
Ohio
$1.95M -$35.3K -325 -2%
BJ
941
Brouwer & Janachowski
California
$1.92M -$18.4K -170 -1%
QCM
942
Quest Capital Management
Texas
$1.91M -$31.4K -289 -2%
Renaissance Technologies
943
Renaissance Technologies
New York
$1.88M +$1.88M +17,300 New
KBFS
944
Kohmann Bosshard Financial Services
Ohio
$1.88M – – –
SOADOR
945
State of Alaska Department of Revenue
Alaska
$1.87M +$1.87M +17,237 New
RWA
946
River Wealth Advisors
Pennsylvania
$1.87M +$267K +2,456 +17%
VC
947
Veracity Capital
Georgia
$1.87M +$464K +4,276 +33%
Bank of Montreal
948
Bank of Montreal
Ontario, Canada
$1.86M -$16.1M -147,190 -90%
LF
949
Lee Financial
Texas
$1.85M -$695K -6,405 -27%
PWPS
950
Pinnacle Wealth Planning Services
Ohio
$1.85M -$120K -1,101 -6%
36 37
38
39 40