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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 %
FM
951
Family Management
New York
$1.83M -$303K -2,775 -14%
CA
952
Crumly & Associates
Illinois
$1.82M +$1.82M +16,685 New
MBTD
953
Mechanics Bank - Trust Department
California
$1.82M +$103K +940 +6%
AF
954
Apexium Financial
Texas
$1.82M +$56.3K +516 +3%
CBFP
955
Cedar Brook Financial Partners
Ohio
$1.81M -$48.5K -444 -3%
FFA
956
First Foundation Advisors
California
$1.8M – – –
JAG
957
Journey Advisory Group
Kentucky
$1.8M +$532K +4,871 +42%
AIM
958
Allen Investment Management
New York
$1.79M – – –
LPIC
959
LeJeune Puetz Investment Counsel
Michigan
$1.79M – – –
KPCM
960
Kings Point Capital Management
New York
$1.79M +$69.4K +636 +4%
SB
961
Strategic Blueprint
Georgia
$1.78M +$59.2K +542 +3%
CAL
962
Capital Advisors Ltd
Ohio
$1.76M +$25.2K +231 +1%
IFG
963
Investors Financial Group
Minnesota
$1.74M +$111K +1,014 +7%
PA
964
PFG Advisors
Arizona
$1.74M -$65.9K -604 -4%
TA
965
TFG Advisers
Michigan
$1.74M +$35.8K +328 +2%
FFN
966
Focus Financial Network
Minnesota
$1.73M +$7.43K +68 +0.4%
EPA
967
Element Pointe Advisors
Florida
$1.72M +$1.72M +15,758 New
IAS
968
Investment Advisory Services
Texas
$1.71M +$27.3K +250 +2%
AL
969
Aspiriant LLC
California
$1.7M +$24.8K +227 +1%
VWA
970
V Wealth Advisors
Kansas
$1.68M -$78.3K -717 -4%
RC
971
Rovin Capital
Arizona
$1.67M -$6.71M -61,458 -80%
MOS
972
MGO One Seven
Ohio
$1.67M -$323K -2,855 -16%
PCFFS
973
Pacific Center for Financial Services
California
$1.67M +$157K +1,435 +10%
AC
974
AlphaCore Capital
California
$1.65M -$1.6M -14,659 -49%
ECA
975
Elevated Capital Advisors
Utah
$1.65M +$1.65M +15,083 New
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