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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 %
CFA
1101
CWS Financial Advisors
Michigan
$1.09M – – –
SF
1102
Summit Financial
New Jersey
$1.09M +$9.12K +84 +0.8%
SAM
1103
Strategy Asset Managers
California
$1.08M +$224K +2,063 +26%
TCA
1104
Transcend Capital Advisors
New Jersey
$1.08M +$339K +3,132 +46%
TFGT
1105
TS Financial Group (TSFG)
Illinois
$1.08M -$62.1K -572 -5%
AIS
1106
American Investment Services
Massachusetts
$1.07M -$110K -1,015 -9%
PAMG
1107
Patton Albertson Miller Group
Tennessee
$1.07M -$8.46K -78 -0.8%
OC
1108
Oakworth Capital
Alabama
$1.07M +$13.5K +124 +1%
S
1109
SignatureFD
Georgia
$1.06M +$188K +1,733 +22%
GC
1110
Gilbert & Cook
Iowa
$1.05M -$83.3K -767 -7%
TFM
1111
TFC Financial Management
Massachusetts
$1.05M -$49.8K -459 -5%
FPS
1112
Fieldpoint Private Securities
Connecticut
$1.05M +$29.8K +275 +3%
RB
1113
Renasant Bank
Mississippi
$1.05M +$181K +1,670 +21%
CRWM
1114
Castle Rock Wealth Management
California
$1.05M +$409K +3,761 +64%
CIBC World Market
1115
CIBC World Market
Ontario, Canada
$1.04M -$5.65K -52 -0.5%
VCM
1116
Virtue Capital Management
Tennessee
$1.04M -$774K -7,133 -43%
AOWM
1117
Alpha Omega Wealth Management
Virginia
$1.04M -$11.4K -105 -1%
CP
1118
Capital Planning
Washington
$1.04M +$7.06K +65 +0.7%
PFA
1119
Pinnacle Family Advisors
Missouri
$1.04M -$1.11M -10,199 -52%
SEEDPG
1120
S.E.E.D. Planning Group
New York
$1.04M -$528K -4,862 -34%
ACG
1121
Allen Capital Group
Nebraska
$1.03M +$28.1K +259 +3%
BJL
1122
Brighton Jones LLC
Washington
$1.03M +$79.4K +731 +8%
SFG
1123
StrategIQ Financial Group
Indiana
$1.02M -$27.2K -251 -3%
MCM
1124
Maple Capital Management
Vermont
$1.02M -$26.8K -247 -3%
WB
1125
WesBanco Bank
West Virginia
$1.01M +$1.01M +9,336 New
43 44
45
46 47