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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 %
IDA
1126
Intelligence Driven Advisers
California
$1.01M -$124K -1,118 -11%
CTFG
1127
Capstone Triton Financial Group
Oklahoma
$1.01M +$1.01M +8,806 New
ZIC
1128
ZWJ Investment Counsel
Georgia
$1M +$20.7K +190 +2%
WJWM
1129
Williams Jones Wealth Management
New York
$999K +$2.4K +22 +0.2%
HCIA
1130
Hochman Cole Investment Advisors
Illinois
$996K -$13.3K -122 -1%
IA
1131
Insight Advisors
Pennsylvania
$992K -$36.2K -307 -4%
HWMA
1132
Heritage Wealth Management (Arizona)
Arizona
$989K -$366K -3,347 -27%
BFM
1133
Broadview Financial Management
Wisconsin
$988K +$3.71K +34 +0.4%
NGA
1134
Naples Global Advisors
Florida
$981K -$22.8K -209 -2%
BBW
1135
Blue Barn Wealth
Utah
$978K +$33.6K +308 +4%
BWM
1136
Birchcreek Wealth Management
Ohio
$976K +$14.7K +135 +2%
JIC
1137
Joel Isaacson & Co
New York
$975K +$74.8K +685 +8%
OBGC
1138
O'Brien Greene & Co
Pennsylvania
$974K +$42.4K +388 +5%
CP
1139
Cumberland Partners
Ontario, Canada
$972K +$972K +8,898 New
CFO
1140
Collective Family Office
Pennsylvania
$965K -$13.4K -123 -1%
SCA
1141
STALEY CAPITAL ADVISERS
Pennsylvania
$961K – – –
WFAG
1142
Wescott Financial Advisory Group
Pennsylvania
$961K +$32.9K +301 +4%
BCM
1143
Bayesian Capital Management
New York
$961K +$961K +8,800 New
PAMG
1144
Patton Albertson Miller Group
Tennessee
$954K -$41.5K -380 -4%
RB
1145
Renasant Bank
Mississippi
$952K -$104K -956 -10%
PCS
1146
Personal CFO Solutions
New Jersey
$946K -$41.4K -379 -4%
ICM
1147
Intrepid Capital Management
Florida
$946K -$25.5K -234 -3%
COCM
1148
Charter Oak Capital Management
New Hampshire
$943K -$15.4K -141 -2%
CI
1149
Cigna Investments
Connecticut
$941K -$43.7K -400 -4%
B
1150
Bridgeworth
Alabama
$941K +$19.1K +175 +2%
44 45
46
47 48