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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 %
ESB
1076
Essex Savings Bank
Connecticut
$1.19M +$448K +3,987 +60%
LF
1077
Lantz Financial
Illinois
$1.19M +$232K +2,121 +24%
SBH
1078
Segall Bryant & Hamill
Illinois
$1.19M -$106K -971 -8%
TC
1079
Trust Company
Kansas
$1.19M – – –
WB
1080
WesBanco Bank
West Virginia
$1.19M +$15.8K +145 +1%
OC
1081
Oakworth Capital
Alabama
$1.17M – – –
AFS
1082
Annapolis Financial Services
Maryland
$1.17M +$109 +1 +0%
TW
1083
Transform Wealth
Colorado
$1.16M +$742K +6,799 +176%
Invesco
1084
Invesco
Georgia
$1.16M -$299K -2,742 -21%
MWM
1085
Modera Wealth Management
New Jersey
$1.16M +$16.6K +152 +1%
CP
1086
Capital Planning
Washington
$1.15M -$8.52K -78 -0.7%
FNC
1087
First National Corp
Massachusetts
$1.14M -$74.1K -678 -6%
SNT
1088
Security National Trust
West Virginia
$1.14M – – –
TFM
1089
TFC Financial Management
Massachusetts
$1.14M +$81.9K +750 +8%
SOADOR
1090
State of Alaska Department of Revenue
Alaska
$1.14M +$301K +2,760 +36%
1IA
1091
1834 Investment Advisors
Wisconsin
$1.13M +$8.3K +76 +0.7%
HCA
1092
Harbour Capital Advisors
Virginia
$1.13M +$156K +1,425 +16%
BFS
1093
Bickling Financial Services
Massachusetts
$1.12M +$2.51K +23 +0.2%
SFG
1094
StrategIQ Financial Group
Indiana
$1.12M +$107K +976 +10%
CT
1095
Cambridge Trust
Massachusetts
$1.12M – – –
BW
1096
Bison Wealth
Georgia
$1.12M +$24.3K +223 +2%
PPWM
1097
PFG Private Wealth Management
Florida
$1.12M -$72.2K -661 -6%
JBA
1098
Johnson Bixby & Associates
Washington
$1.12M -$18.8K -172 -2%
FB
1099
First Bancorp
Maine
$1.11M +$1.11M +10,152 New
DBT
1100
Dubuque Bank & Trust
Iowa
$1.11M -$259K -2,370 -19%
42 43
44
45 46