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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 %
MBTD
976
Mechanics Bank - Trust Department
California
$1.71M -$49.4K -455 -3%
CAL
977
Capital Advisors Ltd
Ohio
$1.71M -$9.01K -83 -0.5%
LW
978
Linscomb Wealth
Texas
$1.7M +$16.1K +148 +1%
MOS
979
MGO One Seven
Ohio
$1.69M +$848K +7,815 +101%
WHG
980
Westwood Holdings Group
Texas
$1.68M -$329K -3,028 -16%
PCG
981
Private Capital Group
Connecticut
$1.67M -$819K -7,550 -33%
BO
982
Bank OZK
Arkansas
$1.66M -$18.8K -173 -1%
BAS
983
Brown Advisory Securities
Maryland
$1.66M -$12.5K -115 -0.7%
TA
984
TFG Advisers
Michigan
$1.65M -$5.21K -48 -0.3%
LNWWM
985
Laird Norton Wetherby Wealth Management
California
$1.65M +$35.8K +330 +2%
BIA
986
Bigelow Investment Advisors
Maine
$1.63M -$34.4K -317 -2%
EWA
987
ERTS Wealth Advisors
Michigan
$1.62M -$90.6K -835 -5%
EA
988
Emerald Advisors
Washington
$1.62M +$1.11M +10,246 +219%
JWCA
989
J.W. Coons Advisors
Ohio
$1.61M +$359K +3,309 +29%
IFG
990
Investors Financial Group
Minnesota
$1.61M +$65.2K +601 +4%
MSAM
991
Moloney Securities Asset Management
Missouri
$1.6M +$156K +1,436 +11%
TF
992
Tompkins Financial
New York
$1.6M -$14.1K -130 -0.9%
CFG
993
Cooper Financial Group
California
$1.59M +$775K +7,141 +96%
Invesco
994
Invesco
Georgia
$1.58M -$60.9K -561 -4%
KPCM
995
Kings Point Capital Management
New York
$1.58M +$46.6K +429 +3%
GFG
996
Greystone Financial Group
Michigan
$1.57M -$1.19M -10,861 -43%
CBN
997
Cadence Bank NA
Texas
$1.56M -$67.9K -626 -4%
MW
998
Marcum Wealth
Ohio
$1.56M +$1.18M +10,855 +308%
VWA
999
V Wealth Advisors
Kansas
$1.55M -$36.6K -337 -2%
PAM
1000
Premier Asset Management
Illinois
$1.55M +$183K +1,685 +13%
38 39
40
41 42