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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 %
MFT
1151
Moisand Fitzgerald Tamayo
Florida
$940K +$109 +1 +0%
KLCM
1152
KG&L Capital Management
Louisiana
$938K -$12.9K -118 -1%
BCM
1153
Brookmont Capital Management
Texas
$936K +$655 +6 +0.1%
WDG
1154
Wealth Dimensions Group
Ohio
$932K +$15.4K +141 +2%
PMFA
1155
Plante Moran Financial Advisors
Michigan
$932K +$101K +921 +12%
NRI
1156
NFP Retirement Inc
California
$931K -$31.2K -286 -3%
FFG
1157
Ford Financial Group
California
$927K +$119K +1,087 +15%
SIC
1158
Samalin Investment Counsel
New York
$925K +$69.6K +638 +8%
STA
1159
Summit Trail Advisors
New York
$924K +$1.86K +17 +0.2%
FPGK
1160
Financial Partners Group (Kansas)
Kansas
$905K +$335K +3,063 +59%
CIA
1161
Choate Investment Advisors
Massachusetts
$904K -$150K -1,374 -14%
NP
1162
NorthRock Partners
Minnesota
$903K -$5.13K -47 -0.6%
DY
1163
Dowling & Yahnke
California
$900K +$12.3K +113 +1%
SIA
1164
SeaBridge Investment Advisors
New Jersey
$896K +$896K +8,210 New
CIBC World Market
1165
CIBC World Market
Ontario, Canada
$892K -$256K -2,341 -22%
BCM
1166
BTC Capital Management
Iowa
$881K -$337K -3,086 -28%
SVWAG
1167
Sound View Wealth Advisors Group
Georgia
$881K +$244K +2,232 +38%
MWA
1168
Motive Wealth Advisors
Michigan
$880K -$2.18K -20 -0.2%
CMO
1169
Covenant Multifamily Offices
Texas
$875K -$19.3K -173 -2%
CIAS
1170
CFS Investment Advisory Services
New Jersey
$873K -$1.83M -16,945 -68%
CTB
1171
Country Trust Bank
Illinois
$873K +$11.7K +107 +1%
IC
1172
IEQ Capital
California
$857K -$1.78M -16,289 -67%
TI
1173
Truepoint Inc
Ohio
$855K +$26.2K +240 +3%
OR
1174
Olympiad Research
Connecticut
$852K -$1.27M -11,637 -60%
MC
1175
Moors & Cabot
Massachusetts
$849K -$4.81K -44 -0.6%
45 46
47
48 49