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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 %
BJ
951
Brouwer & Janachowski
California
$2M – – –
MOS
952
MGO One Seven
Ohio
$1.99M +$230K +2,037 +13%
KCM
953
Kanawha Capital Management
Virginia
$1.99M +$94.9K +840 +5%
SF
954
Summit Financial
New Jersey
$1.98M +$847K +7,497 +75%
BAS
955
Brown Advisory Securities
Maryland
$1.96M +$233K +2,061 +14%
KBFS
956
Kohmann Bosshard Financial Services
Ohio
$1.95M – – –
EWA
957
Exencial Wealth Advisors
Oklahoma
$1.95M +$1.41M +12,520 +267%
CBFP
958
Cedar Brook Financial Partners
Ohio
$1.93M -$242K -2,146 -11%
PCG
959
Private Capital Group
Connecticut
$1.92M +$185K +1,638 +11%
PWPS
960
Pinnacle Wealth Planning Services
Ohio
$1.92M -$2.15K -19 -0.1%
TFS
961
Thoroughbred Financial Services
Tennessee
$1.91M +$66.7K +590 +4%
BAIA
962
Bel Air Investment Advisors
California
$1.89M +$34.7K +307 +2%
PRA
963
Pine Ridge Advisers
New York
$1.89M +$1.17M +10,370 +164%
PA
964
PFG Advisors
Arizona
$1.87M -$223K -1,977 -11%
SIM
965
Seaview Investment Managers
Florida
$1.87M +$637K +5,639 +52%
AWMG
966
Alliance Wealth Management Group
New Jersey
$1.86M +$1.5M +13,299 +415%
CFG
967
Cooper Financial Group
California
$1.86M +$213K +1,889 +13%
FFA
968
First Foundation Advisors
California
$1.86M -$35.2K -312 -2%
SC
969
Sierra Capital
Florida
$1.86M – – –
AIM
970
Allen Investment Management
New York
$1.86M – – –
LPIC
971
LeJeune Puetz Investment Counsel
Michigan
$1.85M +$226 +2 +0%
SFA
972
Souders Financial Advisors
Ohio
$1.82M -$65.9K -583 -3%
AF
973
Apexium Financial
Texas
$1.82M +$6.66K +59 +0.4%
VWA
974
V Wealth Advisors
Kansas
$1.82M +$201K +1,779 +12%
AWM
975
Avondale Wealth Management
Texas
$1.8M +$891K +7,882 +98%
37 38
39
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