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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 %
CBN
1001
Cadence Bank NA
Texas
$1.61M -$11.8K -104 -0.7%
NFC
1002
Northeast Financial Consultants
Connecticut
$1.6M – – –
EW
1003
Emerson Wealth
Michigan
$1.6M -$9.04K -80 -0.6%
FFWM
1004
Future Financial Wealth Management
Ohio
$1.6M -$1.05M -9,259 -40%
DJYG
1005
David J. Yvars Group
Florida
$1.6M +$227K +2,013 +17%
SCM
1006
Southport Capital Management
Tennessee
$1.6M +$51.8K +458 +3%
MPM
1007
Meritage Portfolio Management
Kansas
$1.6M +$956K +8,460 +149%
JF
1008
JSF Financial
California
$1.59M +$9.94K +88 +0.6%
LW
1009
Linscomb Wealth
Texas
$1.59M -$185K -1,638 -10%
PA
1010
Procyon Advisors
Connecticut
$1.58M +$46.7K +413 +3%
PCFFS
1011
Pacific Center for Financial Services
California
$1.56M +$99K +876 +7%
CFA
1012
Cahill Financial Advisors
Minnesota
$1.56M +$221K +1,957 +17%
ADL
1013
Asset Dedication LLC
California
$1.55M +$77K +682 +5%
PAM
1014
Peak Asset Management
Colorado
$1.54M +$53.4K +473 +4%
JFG
1015
JMG Financial Group
Illinois
$1.54M +$147K +1,300 +11%
PCA
1016
Providence Capital Advisors
North Carolina
$1.52M +$164K +1,456 +12%
4WM
1017
4J Wealth Management
Virginia
$1.51M +$24.4K +216 +2%
Invesco
1018
Invesco
Georgia
$1.51M -$141K -1,248 -9%
WF
1019
Welch & Forbes
Massachusetts
$1.5M +$590K +5,219 +65%
QCIG
1020
Quad-Cities Investment Group
Iowa
$1.49M +$300K +2,652 +25%
JCM
1021
Janney Capital Management
Pennsylvania
$1.48M -$16.3K -144 -1%
OWP
1022
Obermeyer Wealth Partners
Colorado
$1.48M +$113K +1,000 +8%
EIA
1023
Eldridge Investment Advisors
New Hampshire
$1.48M -$8.02K -71 -0.5%
CC
1024
Corsicana & Co
Texas
$1.47M +$1.47M +12,965 New
KFP
1025
KMG Fiduciary Partners
Ohio
$1.46M +$454K +4,021 +45%
39 40
41
42 43