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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 %
AIP
1151
Almanack Investment Partners
Pennsylvania
$950K -$22.3K -205 -2%
MFT
1152
Moisand Fitzgerald Tamayo
Florida
$938K -$4.12K -38 -0.4%
AWP
1153
Ascent Wealth Partners
New York
$937K -$103K -953 -10%
STA
1154
Summit Trail Advisors
New York
$935K – – –
B
1155
Bridgeworth
Alabama
$934K -$103K -950 -10%
KAH
1156
Kathryn A. Hall
$933K -$419K -3,860 -31%
WJWM
1157
Williams Jones Wealth Management
New York
$927K +$5.75K +53 +0.6%
LF
1158
LifeSteps Financial
California
$924K +$599K +5,518 +184%
BCM
1159
Brookmont Capital Management
Texas
$919K -$8.25K -76 -0.9%
KLCM
1160
KG&L Capital Management
Louisiana
$918K -$17.8K -164 -2%
WDG
1161
Wealth Dimensions Group
Ohio
$915K +$101K +930 +12%
AIA
1162
Arcadia Investment Advisors
Idaho
$910K +$643K +5,922 +240%
DWMG
1163
DB Wealth Management Group
California
$910K +$43.3K +399 +5%
SFA
1164
Source Financial Advisors
New York
$902K +$21.4K +197 +2%
BWA
1165
Bordeaux Wealth Advisors
California
$895K -$4.88K -45 -0.5%
JAG
1166
Journey Advisory Group
Kentucky
$894K +$110K +1,010 +14%
CCG
1167
Cypress Capital Group
Florida
$892K +$63.7K +587 +8%
CCA
1168
Clearwater Capital Advisors
Illinois
$891K -$268K -2,466 -23%
IA
1169
Insight Advisors
Pennsylvania
$890K +$55.9K +506 +7%
HCIA
1170
Hochman Cole Investment Advisors
Illinois
$888K -$41.7K -384 -4%
OPWM
1171
Oxinas Partners Wealth Management
Indiana
$887K +$382K +3,519 +76%
RAM
1172
Riggs Asset Management
Pennsylvania
$884K -$32.6K -300 -4%
BWM
1173
Birchcreek Wealth Management
Ohio
$881K -$56.3K -519 -6%
DY
1174
Dowling & Yahnke
California
$880K -$292K -2,694 -25%
LNB
1175
Ledyard National Bank
$878K -$83.4K -768 -9%
45 46
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