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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 %
NFC
976
Northeast Financial Consultants
Connecticut
$1.63M +$75.9K +695 +5%
KFP
977
KMG Fiduciary Partners
Ohio
$1.62M +$203K +1,855 +14%
BPC
978
Banque Pictet & Cie
Switzerland
$1.61M -$809K -7,405 -33%
CA
979
Cambridge Advisors
Nebraska
$1.61M – – –
ST
980
Sabal Trust
Florida
$1.61M +$841K +7,705 +110%
SC
981
Steph & Co
Wisconsin
$1.6M -$108K -986 -6%
MSWMA
982
Market Street Wealth Management Advisors
Indiana
$1.6M -$130K -1,188 -7%
FFWM
983
Future Financial Wealth Management
Ohio
$1.6M – – –
PAM
984
Peak Asset Management
Colorado
$1.6M +$112K +1,025 +8%
GSEP
985
Golden State Equity Partners
California
$1.59M -$16.1K -147 -1%
PCA
986
Providence Capital Advisors
North Carolina
$1.59M +$118K +1,078 +8%
TF
987
Tompkins Financial
New York
$1.59M +$1.59M +14,523 New
CC
988
Cypress Capital
Tennessee
$1.58M +$1.58M +14,462 New
ZF
989
Zhang Financial
Michigan
$1.58M +$752K +6,889 +91%
NCM
990
Narwhal Capital Management
Georgia
$1.58M -$2.73K -25 -0.2%
JF
991
JSF Financial
California
$1.57M +$27.4K +251 +2%
QCIG
992
Quad-Cities Investment Group
Iowa
$1.56M +$117K +1,067 +8%
CBN
993
Cadence Bank NA
Texas
$1.55M -$5.57K -51 -0.4%
Bank Julius Baer & Co
994
Bank Julius Baer & Co
Switzerland
$1.55M -$9.7M -88,884 -86%
EW
995
Emerson Wealth
Michigan
$1.55M – – –
BO
996
Bank OZK
Arkansas
$1.54M -$78.7K -721 -5%
ADL
997
Asset Dedication LLC
California
$1.53M +$29.1K +266 +2%
NYLIM
998
New York Life Investment Management
New York
$1.51M +$176K +1,608 +13%
HIS
999
Horizon Investment Services
Indiana
$1.51M +$132K +1,205 +10%
BIA
1000
Bigelow Investment Advisors
Maine
$1.51M -$135K -1,236 -8%
38 39
40
41 42