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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 %
PIM
951
Penobscot Investment Management
Massachusetts
$1.84M +$5.43K +50 +0.3%
TH
952
TCTC Holdings
Texas
$1.84M +$260K +2,400 +16%
FIM
953
Freedom Investment Management
Connecticut
$1.83M +$316K +2,910 +21%
FFA
954
First Foundation Advisors
California
$1.82M +$1.36M +12,563 +297%
CA
955
Cambridge Advisors
Nebraska
$1.82M – – –
KCM
956
Kanawha Capital Management
Virginia
$1.82M +$62.9K +580 +4%
SFA
957
Souders Financial Advisors
Ohio
$1.82M +$43.3K +399 +2%
FHC
958
First Heartland Consultants
Missouri
$1.82M +$131K +1,209 +8%
LGWM
959
Litman Gregory Wealth Management
California
$1.81M -$125K -1,156 -6%
SC
960
Steph & Co
Wisconsin
$1.8M +$8.25K +76 +0.5%
BMCM
961
Bryn Mawr Capital Management
Pennsylvania
$1.79M +$634K +5,845 +55%
Deutsche Bank
962
Deutsche Bank
Germany
$1.79M +$379K +3,488 +27%
SC
963
Sierra Capital
Florida
$1.79M +$1.79M +16,454 New
AIM
964
Allen Investment Management
New York
$1.78M +$190K +1,750 +12%
BAIA
965
Bel Air Investment Advisors
California
$1.78M +$1.78M +16,420 New
FP
966
Financial Perspectives
Minnesota
$1.78M +$1.76M +191,505 +11,252%
LPIC
967
LeJeune Puetz Investment Counsel
Michigan
$1.78M -$109K -1,000 -6%
TFS
968
Thoroughbred Financial Services
Tennessee
$1.77M +$238K +2,189 +15%
SPFA
969
Summit Place Financial Advisors
New Jersey
$1.77M +$1.46M +13,496 +486%
AF
970
Apexium Financial
Texas
$1.74M +$53.1K +489 +3%
MSWMA
971
Market Street Wealth Management Advisors
Indiana
$1.73M -$16.1K -148 -0.9%
BDF
972
Balasa Dinverno & Foltz
$1.73M +$130K +1,199 +8%
T
973
TRUADVICE
Florida
$1.72M +$43.7K +390 +3%
NYLIM
974
New York Life Investment Management
New York
$1.72M +$1.72M +15,856 New
UFA
975
US Financial Advisors
Massachusetts
$1.71M +$67.7K +624 +4%
37 38
39
40 41