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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 %
DFA
926
Delta Financial Advisors
Louisiana
$2.01M – – –
SFM
927
Signet Financial Management
New Jersey
$2M +$2M +18,287 New
GPWA
928
Great Point Wealth Advisors
Massachusetts
$2M +$109 +1 +0%
H
929
HoyleCohen
California
$1.99M -$25.7K -235 -1%
SSWM
930
Sheets Smith Wealth Management
North Carolina
$1.99M -$25.1K -230 -1%
CFG
931
Cooper Financial Group
California
$1.98M +$184K +1,681 +10%
KC
932
Kingfisher Capital
North Carolina
$1.96M -$89.3K -818 -4%
PIM
933
Penobscot Investment Management
Massachusetts
$1.95M -$43.7K -400 -2%
LNWWM
934
Laird Norton Wetherby Wealth Management
California
$1.95M -$12.9K -118 -0.7%
BAS
935
Brown Advisory Securities
Maryland
$1.93M +$36.6K +335 +2%
WQ
936
Wealth Quarterback
New Jersey
$1.92M -$1.07K -10 -0.1%
BJ
937
Brouwer & Janachowski
California
$1.92M -$7.86K -72 -0.4%
ICM
938
Islay Capital Management
Texas
$1.91M -$157K -1,434 -8%
LDFR
939
Lehman & Derafelo Financial Resources
Pennsylvania
$1.91M -$109K -1,000 -5%
PWPS
940
Pinnacle Wealth Planning Services
Ohio
$1.91M +$54.4K +498 +3%
TIA
941
Tiemann Investment Advisors
California
$1.89M -$175K -1,599 -8%
TA
942
Townsend & Associates
Colorado
$1.89M +$463K +4,179 +32%
KBFS
943
Kohmann Bosshard Financial Services
Ohio
$1.89M – – –
PCG
944
Private Capital Group
Connecticut
$1.87M +$16.2K +148 +0.9%
SFA
945
Souders Financial Advisors
Ohio
$1.87M +$109K +1,001 +6%
TFS
946
Thoroughbred Financial Services
Tennessee
$1.86M +$14.1K +129 +0.8%
LC
947
LCNB Corp
Ohio
$1.86M -$126K -1,150 -6%
C
948
Clearshares
New York
$1.85M -$1.25M -11,406 -40%
QCM
949
Quest Capital Management
Texas
$1.85M -$276K -2,524 -13%
FHC
950
First Heartland Consultants
Missouri
$1.85M -$159K -1,459 -8%
36 37
38
39 40