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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
1
Morgan Stanley
New York
$2.46B
2
PPFA
2
Provida Pension Fund Administrator
Chile
$419M
3
NFA
3
Nationwide Fund Advisors
Ohio
$244M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$2.33B
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$1.9B

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$3.13B
2
TF
2
Trek Financial
Arizona
$8.76M
3
RJA
3
Raymond James & Associates
Florida
$697M
4
AI
4
Atria Investments
North Carolina
$26M
5
VWM
5
Venturi Wealth Management
Texas
$3.13M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPIA
76
Steward Partners Investment Advisory
New York
$80.3M +$1.5M +13,719 +2%
AIM
77
Acropolis Investment Management
Missouri
$79.3M +$1.9M +18,264 +2%
BBA
78
BLB&B Advisors
Pennsylvania
$77.7M +$1.76M +16,104 +2%
HI
79
Harbour Investments
Wisconsin
$77.1M +$2.68M +24,507 +4%
WCF
80
West Coast Financial
California
$76.4M +$583K +5,340 +0.8%
GT
81
Greenleaf Trust
Michigan
$76.3M +$132K +1,206 +0.2%
TI
82
Tidal Investments
Wisconsin
$74M -$24.8M -227,209 -25%
LI
83
LVZ Inc
Michigan
$73.8M +$3.58M +32,783 +5%
CAN
84
Cetera Advisor Networks
California
$73.8M +$4.3M +39,365 +6%
Victory Capital Management
85
Victory Capital Management
Texas
$73.4M -$13.9M -127,106 -16%
V
86
Veritable
Delaware
$73.3M -$1.71M -15,687 -2%
CCMG
87
Clark Capital Management Group
Pennsylvania
$71.3M +$11.9M +108,993 +20%
BIAS
88
Beacon Investment Advisory Services
New Jersey
$70.7M -$15.4M -141,462 -18%
MCM
89
MAI Capital Management
Ohio
$69.9M +$2.47M +22,660 +4%
SIC
90
Sigma Investment Counselors
Michigan
$63.4M +$2.1M +19,254 +3%
AWM
91
AE Wealth Management
Kansas
$62.6M +$8.32M +76,234 +15%
FBFS
92
First Business Financial Services
Wisconsin
$62.2M +$1.86M +17,067 +3%
UBV
93
United Bank (Virginia)
Virginia
$62.2M -$239K -2,186 -0.4%
CWM
94
Connecticut Wealth Management
Connecticut
$61.5M +$2.07M +18,921 +3%
APCM
95
Alaska Permanent Capital Management
Alaska
$58.9M +$102K +936 +0.2%
BOS
96
Bingham Osborn & Scarborough
California
$57.2M -$623K -5,707 -1%
VFA
97
Voya Financial Advisors
Connecticut
$56.6M +$2.56M +23,087 +5%
AI
98
Accredited Investors
Minnesota
$56.2M +$3.64M +33,352 +7%
OAM
99
Oppenheimer Asset Management
New York
$56.1M +$1.61M +14,777 +3%
CAPTRUST Financial Advisors
100
CAPTRUST Financial Advisors
North Carolina
$55.4M -$3.63M -33,228 -6%
2 3
4
5 6