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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 %
MLIC
1026
Mandatum Life Insurance Company
Finland
$1.38M – – –
BA
1027
Ballast Advisors
Minnesota
$1.38M – – –
MW
1028
Marcum Wealth
Ohio
$1.37M -$204K -1,868 -13%
CL
1029
Choreo LLC
Illinois
$1.37M -$1.53K -14 -0.1%
HWM
1030
Hohimer Wealth Management
Washington
$1.37M +$62.8K +575 +5%
RPGK
1031
Retirement Planning Group (Kansas)
Kansas
$1.37M -$13.8K -126 -1%
CFD
1032
Creative Financial Designs
Indiana
$1.37M +$220K +2,011 +19%
SFG
1033
Sowa Financial Group
Rhode Island
$1.37M +$367K +3,357 +37%
CFFP
1034
Center for Financial Planning
Michigan
$1.36M -$8.96K -82 -0.7%
WA
1035
WP Advisors
California
$1.36M – – –
NCM
1036
Nelson Capital Management
California
$1.36M -$7.21K -66 -0.5%
CF
1037
Centaurus Financial
California
$1.36M -$30.5K -279 -2%
TAM
1038
Townsend Asset Management
North Carolina
$1.36M -$13.8K -126 -1%
JWS
1039
Juncture Wealth Strategies
Arizona
$1.36M +$191K +1,747 +16%
PA
1040
Procyon Advisors
Connecticut
$1.36M -$173K -1,580 -11%
KP
1041
Keel Point
Alabama
$1.35M +$715K +6,546 +113%
BDF
1042
Balasa Dinverno & Foltz
$1.34M -$357K -3,273 -21%
BFA
1043
Beaumont Financial Advisors
Massachusetts
$1.34M +$32.7K +300 +3%
SAG
1044
Spotlight Asset Group
Illinois
$1.31M -$1.36M -12,476 -51%
FPW
1045
Flagship Private Wealth
Massachusetts
$1.31M -$66.3K -607 -5%
T
1046
TRUADVICE
Florida
$1.31M -$1.2M -9,965 -48%
TTWM
1047
TCV Trust & Wealth Management
Virginia
$1.31M -$14.7K -135 -1%
WHG
1048
Westwood Holdings Group
Texas
$1.3M -$43.8K -401 -3%
HCM
1049
Howland Capital Management
Massachusetts
$1.3M -$43.7K -400 -3%
SAM
1050
Strategy Asset Managers
California
$1.3M +$33.1K +303 +3%
40 41
42
43 44