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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 %
LW
1001
Linscomb Wealth
Texas
$1.5M -$27.4K -251 -2%
MSRPS
1002
Maryland State Retirement & Pension System
Maryland
$1.5M +$1.5M +13,528 New
4WM
1003
4J Wealth Management
Virginia
$1.5M +$37.9K +347 +3%
CC
1004
Corsicana & Co
Texas
$1.5M +$81K +742 +6%
WF
1005
Welch & Forbes
Massachusetts
$1.5M +$49K +449 +3%
TCA
1006
Transcend Capital Advisors
New Jersey
$1.49M +$207K +1,831 +16%
JFG
1007
JMG Financial Group
Illinois
$1.49M – – –
Deutsche Bank
1008
Deutsche Bank
Germany
$1.48M -$121K -1,107 -8%
LF
1009
LifeSteps Financial
California
$1.48M +$195K +1,788 +15%
BWCS
1010
Beirne Wealth Consulting Services
Connecticut
$1.48M -$569K -5,223 -28%
MSAM
1011
Moloney Securities Asset Management
Missouri
$1.47M -$161K -1,475 -10%
BO
1012
BRR OpCo
Ohio
$1.47M +$66.3K +607 +5%
LFAS
1013
Level Four Advisory Services
Texas
$1.44M -$2.65M -24,224 -65%
DJYG
1014
David J. Yvars Group
Florida
$1.44M -$131K -1,177 -8%
OWP
1015
Obermeyer Wealth Partners
Colorado
$1.43M – – –
EIA
1016
Eldridge Investment Advisors
New Hampshire
$1.41M -$14.4K -132 -1%
FMW
1017
Farr Miller & Washington
District of Columbia
$1.41M +$546 +5 +0%
BJL
1018
Brighton Jones LLC
Washington
$1.41M +$533K +4,879 +61%
MHR
1019
Matthew Hamilton Rosenberg
$1.4M +$1.4M +12,862 New
JWCA
1020
J.W. Coons Advisors
Ohio
$1.39M +$122K +1,123 +10%
DWMG
1021
DB Wealth Management Group
California
$1.39M +$201K +1,842 +17%
BB
1022
Busey Bank
Illinois
$1.39M -$22.7K -208 -2%
ATWA
1023
Arbor Trust Wealth Advisors
Michigan
$1.39M – – –
VCA
1024
Verdence Capital Advisors
Maryland
$1.39M +$101K +925 +8%
PW
1025
Peninsula Wealth
California
$1.39M +$4.37K +40 +0.3%
39 40
41
42 43