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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 %
TFGT
1051
TS Financial Group (TSFG)
Illinois
$1.3M +$93.4K +855 +8%
MIC
1052
Meridian Investment Counsel
California
$1.3M -$5.57K -51 -0.4%
BFA
1053
Beacon Financial Advisory
Ohio
$1.3M +$12.8K +117 +1%
BWM
1054
Baystate Wealth Management
Massachusetts
$1.29M +$134K +1,231 +12%
IAIM
1055
International Assets Investment Management
Florida
$1.28M +$55.5K +508 +5%
WCWM
1056
Wooster Corthell Wealth Management
Connecticut
$1.28M -$4.15K -38 -0.3%
HCM
1057
Hollencrest Capital Management
California
$1.28M +$328 +3 +0%
SC
1058
Sierra Capital
Florida
$1.28M -$585K -5,175 -31%
SAM
1059
Secure Asset Management
Michigan
$1.27M +$932K +8,535 +273%
HAC
1060
Harbor Advisory Corp
New Hampshire
$1.27M – – –
AIS
1061
American Investment Services
Massachusetts
$1.27M +$97.2K +890 +8%
PAI
1062
Pittenger & Anderson Inc
Nebraska
$1.27M +$1.13M +10,331 +810%
TRSOTSOK
1063
Teachers Retirement System of the State of Kentucky
Kentucky
$1.26M – – –
CCMD
1064
Cypress Capital Management (Delaware)
Delaware
$1.26M – – –
TNB
1065
Thomasville National Bank
Georgia
$1.26M -$4.37K -40 -0.3%
SAM
1066
Silvercrest Asset Management
New York
$1.25M -$894K -8,186 -42%
FIM
1067
Freedom Investment Management
Connecticut
$1.25M -$487K -4,456 -28%
EWM
1068
Empirical Wealth Management
Washington
$1.25M +$293K +2,684 +31%
WGCA
1069
Wolf Group Capital Advisors
Virginia
$1.25M +$73.8K +676 +6%
ICM
1070
IMS Capital Management
Oregon
$1.25M +$16.6K +152 +1%
GIA
1071
Goodwin Investment Advisory
Georgia
$1.24M +$374K +3,431 +43%
FPS
1072
Fieldpoint Private Securities
Connecticut
$1.24M +$19.1K +175 +2%
DW
1073
Domani Wealth
Pennsylvania
$1.23M -$7.31K -67 -0.6%
GFS
1074
GYL Financial Synergies
Connecticut
$1.21M +$169K +1,545 +16%
TSS
1075
Two Sigma Securities
New York
$1.2M +$1.2M +11,018 New
41 42
43
44 45