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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 %
EDRIA
1051
Edmonds Duncan Registered Investment Advisors
Kansas
$1.31M – – –
HCM
1052
Howland Capital Management
Massachusetts
$1.31M +$768K +7,075 +143%
DW
1053
Domani Wealth
Pennsylvania
$1.3M -$28.1K -259 -2%
PCA
1054
Providence Capital Advisors
North Carolina
$1.3M -$128K -1,177 -9%
MIC
1055
Meridian Investment Counsel
California
$1.3M +$23.9K +220 +2%
JBA
1056
Johnson Bixby & Associates
Washington
$1.29M +$29.2K +269 +2%
CL
1057
Choreo LLC
Illinois
$1.29M -$2.61K -24 -0.2%
FMW
1058
Farr Miller & Washington
District of Columbia
$1.29M -$40.2K -370 -3%
HCM
1059
Hollencrest Capital Management
California
$1.29M +$165K +1,517 +15%
CFA
1060
Cahill Financial Advisors
Minnesota
$1.28M +$21.4K +197 +2%
SIC
1061
Samalin Investment Counsel
New York
$1.28M +$39.8K +367 +3%
BFA
1062
Beacon Financial Advisory
Ohio
$1.27M -$72.5K -668 -5%
SSW
1063
Smith Shellnut Wilson
Mississippi
$1.27M +$134K +1,234 +12%
HAC
1064
Harbor Advisory Corp
New Hampshire
$1.26M +$710K +6,544 +128%
ACP
1065
Aviance Capital Partners
Florida
$1.26M -$24K -221 -2%
TRSOTSOK
1066
Teachers Retirement System of the State of Kentucky
Kentucky
$1.25M – – –
CWA
1067
Canvas Wealth Advisors
Kansas
$1.25M +$1.25M +11,420 New
TCPWM
1068
Traverso Chambers Private Wealth Management
California
$1.25M -$120K -1,108 -9%
BFA
1069
Beaumont Financial Advisors
Massachusetts
$1.25M -$58.1K -535 -4%
BFS
1070
Bickling Financial Services
Massachusetts
$1.25M +$18.1K +167 +1%
DBT
1071
Dubuque Bank & Trust
Iowa
$1.25M -$214K -1,970 -15%
SBH
1072
Segall Bryant & Hamill
Illinois
$1.24M +$149K +1,367 +14%
ECA
1073
Elevated Capital Advisors
Utah
$1.24M +$120K +1,122 +11%
BCM
1074
BTC Capital Management
Iowa
$1.22M -$11K -101 -0.9%
IC
1075
IEQ Capital
California
$1.21M +$1.21M +11,179 New
41 42
43
44 45