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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 %
TFA
1126
Tranquilli Financial Advisor
New Jersey
$1.01M +$1.01M +9,331 New
BFM
1127
Broadview Financial Management
Wisconsin
$1.01M -$86.6K -798 -8%
RBC
1128
Roble Belko & Company
Pennsylvania
$1.01M – – –
CMO
1129
Covenant Multifamily Offices
Texas
$1M -$176K -1,624 -15%
NGA
1130
Naples Global Advisors
Florida
$1M -$7.38K -68 -0.7%
CI
1131
Cigna Investments
Connecticut
$1M +$80.3K +740 +9%
TNB
1132
Thomasville National Bank
Georgia
$995K +$389K +6,936 +64%
CA
1133
Calton & Associates
Florida
$994K +$313K +2,885 +46%
FCFC
1134
First Commonwealth Financial Corp
Pennsylvania
$989K +$205K +1,887 +26%
CT
1135
Columbia Trust
Oregon
$987K – – –
BWM
1136
Baystate Wealth Management
Massachusetts
$987K +$124K +1,142 +14%
COCM
1137
Charter Oak Capital Management
New Hampshire
$986K -$189K -1,739 -16%
AL
1138
ADE LLC
Maryland
$980K -$361K -3,329 -27%
RC
1139
Rinet Company
Massachusetts
$976K +$976K +8,990 New
FAN
1140
Financial Advisors Network
California
$975K -$150K -1,385 -13%
CFO
1141
Collective Family Office
Pennsylvania
$972K – – –
HCA
1142
Harbour Capital Advisors
Virginia
$971K +$971K +8,947 New
KFP
1143
KMG Fiduciary Partners
Ohio
$970K +$616K +5,676 +174%
GFS
1144
GYL Financial Synergies
Connecticut
$966K +$285K +2,623 +42%
ICM
1145
Intrepid Capital Management
Florida
$964K -$2.71K -25 -0.3%
NP
1146
NorthRock Partners
Minnesota
$960K -$50.9K -469 -5%
GAM
1147
Geier Asset Management
Maryland
$955K +$149K +1,333 +18%
OBGC
1148
O'Brien Greene & Co
Pennsylvania
$951K -$248K -2,283 -21%
NS
1149
Newman & Schimel
Illinois
$951K +$365K +3,361 +62%
GWM
1150
GSB Wealth Management
Connecticut
$951K +$951K +8,761 New
44 45
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47 48