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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 %
AFS
1076
Annapolis Financial Services
Maryland
$1.21M -$88.3K -814 -7%
LFA
1077
Legacy Financial Advisors
Kentucky
$1.2M +$72.1K +664 +6%
PPWM
1078
PFG Private Wealth Management
Florida
$1.2M -$30.1K -277 -2%
TC
1079
Trust Company
Kansas
$1.2M -$10.9K -100 -0.9%
HWM
1080
Hohimer Wealth Management
Washington
$1.2M +$58.5K +539 +5%
CT
1081
Cambridge Trust
Massachusetts
$1.19M -$219K -2,016 -16%
MA
1082
Mutual Advisors
Nebraska
$1.18M -$91.7K -845 -7%
SIM
1083
Seaview Investment Managers
Florida
$1.18M +$1.18M +10,865 New
RT
1084
Rockland Trust
Massachusetts
$1.18M +$17K +157 +1%
HIS
1085
Horizon Investment Services
Indiana
$1.16M +$188K +1,733 +19%
NAM
1086
North American Management
Massachusetts
$1.16M +$10.5K +97 +0.9%
GC
1087
GFG Capital
Florida
$1.16M -$752K -6,928 -39%
TNB
1088
TCF National Bank
South Dakota
$1.15M -$24.3K -224 -2%
QCIG
1089
Quad-Cities Investment Group
Iowa
$1.15M +$161K +1,485 +16%
JWS
1090
Juncture Wealth Strategies
Arizona
$1.14M -$555K -5,129 -33%
WGCA
1091
Wolf Group Capital Advisors
Virginia
$1.14M +$113K +1,037 +11%
MWM
1092
Modera Wealth Management
New Jersey
$1.14M -$75.1K -692 -6%
FB
1093
First Bancorp
Maine
$1.14M +$1.14M +10,470 New
BFO
1094
Biltmore Family Office
North Carolina
$1.13M +$58K +535 +5%
1IA
1095
1834 Investment Advisors
Wisconsin
$1.12M -$364K -3,357 -25%
EAM
1096
Evanson Asset Management
California
$1.12M +$325 +3 +0%
SNT
1097
Security National Trust
West Virginia
$1.12M -$127K -1,170 -10%
FNC
1098
First National Corp
Massachusetts
$1.11M -$231K -2,128 -17%
BW
1099
Bison Wealth
Georgia
$1.11M +$109K +1,006 +11%
WI
1100
WrapManager Inc
California
$1.11M -$73.1K -673 -6%
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