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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 %
ADL
1026
Asset Dedication LLC
California
$1.42M -$81.2K -748 -5%
WFA
1027
Wellspring Financial Advisors
Ohio
$1.42M -$436K -7,780 -24%
NFP
1028
Novak Financial Planning
Maryland
$1.41M -$61.2K -564 -4%
PCFFS
1029
Pacific Center for Financial Services
California
$1.41M +$284K +2,618 +25%
CCMD
1030
Cypress Capital Management (Delaware)
Delaware
$1.39M +$38K +350 +3%
PW
1031
Peninsula Wealth
California
$1.38M +$2.39K +22 +0.2%
ATWA
1032
Arbor Trust Wealth Advisors
Michigan
$1.38M +$27K +249 +2%
NCM
1033
Nelson Capital Management
California
$1.38M -$68.5K -631 -5%
FPW
1034
Flagship Private Wealth
Massachusetts
$1.37M -$43.3K -392 -3%
BA
1035
Ballast Advisors
Minnesota
$1.36M -$9.87K -91 -0.7%
SCA
1036
STALEY CAPITAL ADVISERS
Pennsylvania
$1.36M – – –
FWP
1037
Firethorn Wealth Partners
Georgia
$1.36M +$372K +3,426 +38%
TA
1038
Townsend & Associates
Colorado
$1.36M -$353K -3,250 -21%
WA
1039
WP Advisors
California
$1.35M -$342K -3,148 -20%
BWA
1040
Beam Wealth Advisors
Louisiana
$1.34M -$2.93K -27 -0.2%
CFFP
1041
Center for Financial Planning
Michigan
$1.34M +$529K +4,871 +65%
JFG
1042
JMG Financial Group
Illinois
$1.34M – – –
WCWM
1043
Wooster Corthell Wealth Management
Connecticut
$1.33M -$170K -1,568 -11%
TAM
1044
Townsend Asset Management
North Carolina
$1.33M +$54.6K +503 +4%
BFG
1045
Barber Financial Group
Kansas
$1.33M +$181K +1,668 +16%
BO
1046
BRR OpCo
Ohio
$1.32M -$257K -2,372 -16%
TTWM
1047
TCV Trust & Wealth Management
Virginia
$1.32M -$24.3K -224 -2%
DJYG
1048
David J. Yvars Group
Florida
$1.32M +$249K +2,299 +23%
OWP
1049
Obermeyer Wealth Partners
Colorado
$1.31M -$135K -1,247 -9%
FA
1050
Fiducient Advisors
Illinois
$1.31M -$71K -654 -5%
40 41
42
43 44