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iShares Core S&P Small-Cap ETF
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Overview Fund Activity

1,809 hedge funds and large institutions have $48.7B invested in iShares Core S&P Small-Cap ETF in 2021 Q2 according to their latest regulatory filings, with 98 funds opening new positions, 884 increasing their positions, 638 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,809
Holders Change
+24
Holders Change %
+1.34%
% of All Funds
31.58%
Holding in Top 10
326
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-4.96%
% of All Funds
5.69%
New
98
Increased
884
Reduced
638
Closed
53
Calls
$293M
Puts
$123M
Net Calls
+$170M
Net Calls Change
+$257M

Top Buyers

1
HNB
Huntington National Bank
Ohio
+$245M
2
Wells Fargo
Wells Fargo
California
+$176M
3
Bank of America
Bank of America
North Carolina
+$164M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$128M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$104M

Top Sellers

1
PPFA
Provida Pension Fund Administrator
Chile
-$1.37B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$722M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$414M
4
Osaic Holdings
Osaic Holdings
Arizona
-$293M
5
CCMG
Clark Capital Management Group
Pennsylvania
-$182M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFG
1126
Sowa Financial Group
Rhode Island
$1.03M +$256K +2,265 +33%
WJWM
1127
Williams Jones Wealth Management
New York
$1.03M +$66.3K +587 +7%
PAMG
1128
Patton Albertson Miller Group
Tennessee
$1.03M -$86.3K -764 -8%
CT
1129
Columbia Trust
Oregon
$1.03M – – –
SEEDPG
1130
S.E.E.D. Planning Group
New York
$1.03M -$51.3K -454 -5%
PCS
1131
Personal CFO Solutions
New Jersey
$1.02M +$288K +2,551 +39%
BFM
1132
Broadview Financial Management
Wisconsin
$1.02M -$31.3K -277 -3%
CI
1133
Cigna Investments
Connecticut
$1.02M -$22.6K -200 -2%
ZIC
1134
ZWJ Investment Counsel
Georgia
$1.02M +$400K +3,537 +65%
RC
1135
Rinet Company
Massachusetts
$1.02M – – –
CFO
1136
Collective Family Office
Pennsylvania
$1.01M – – –
ICM
1137
Intrepid Capital Management
Florida
$1.01M +$2.26K +20 +0.2%
HCA
1138
Harbour Capital Advisors
Virginia
$1M -$6.44K -57 -0.6%
GWM
1139
GSB Wealth Management
Connecticut
$1M +$13.8K +122 +1%
RBC
1140
Roble Belko & Company
Pennsylvania
$998K -$48.5K -429 -5%
NRI
1141
NFP Retirement Inc
California
$995K +$87.4K +774 +10%
BWM
1142
Birchcreek Wealth Management
Ohio
$995K +$77.9K +689 +8%
SCA
1143
STALEY CAPITAL ADVISERS
Pennsylvania
$994K -$423K -3,746 -30%
LF
1144
Lantz Financial
Illinois
$992K +$633K +5,601 +176%
COCM
1145
Charter Oak Capital Management
New Hampshire
$991K -$35K -310 -3%
EWM
1146
Empirical Wealth Management
Washington
$991K +$357K +3,158 +56%
AIP
1147
Almanack Investment Partners
Pennsylvania
$989K – – –
KLCM
1148
KG&L Capital Management
Louisiana
$984K +$28.4K +251 +3%
MCM
1149
Maple Capital Management
Vermont
$983K -$63.5K -572 -6%
FAN
1150
Financial Advisors Network
California
$983K -$32.2K -285 -3%
44 45
46
47 48