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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 %
GIA
1176
Goodwin Investment Advisory
Georgia
$877K -$47.5K -438 -5%
AWM
1177
Avondale Wealth Management
Texas
$876K +$573K +5,283 +189%
NRI
1178
NFP Retirement Inc
California
$872K +$29.6K +273 +4%
WF
1179
Welch & Forbes
Massachusetts
$871K +$35.3K +325 +4%
ZF
1180
Zhang Financial
Michigan
$869K -$9.99K -92 -1%
MSFS
1181
Main Street Financial Solutions
Pennsylvania
$867K -$356K -3,281 -29%
JIC
1182
Joel Isaacson & Co
New York
$867K -$80.9K -745 -9%
CF
1183
Clarity Financial
Texas
$866K +$866K +7,982 New
OFG
1184
Oxford Financial Group
Indiana
$865K +$36.8K +339 +4%
WTB
1185
Washington Trust Bank
Washington
$856K -$64K -590 -7%
MC
1186
Moors & Cabot
Massachusetts
$853K +$65.9K +607 +8%
CTB
1187
Country Trust Bank
Illinois
$852K +$9.98K +92 +1%
Fayez Sarofim & Co
1188
Fayez Sarofim & Co
Texas
$841K +$77.8K +717 +10%
VCM
1189
Vivaldi Capital Management
Illinois
$840K -$197K -1,766 -19%
Toronto Dominion Bank
1190
Toronto Dominion Bank
Ontario, Canada
$838K +$577K +5,317 +222%
PFA
1191
Professional Financial Advisors
Nebraska
$833K -$1.34M -12,328 -62%
TLFA
1192
True Link Financial Advisors
California
$829K +$23.2K +214 +3%
MMHP
1193
Murphy Middleton Hinkle & Parker
Georgia
$825K – – –
TCM
1194
Tufton Capital Management
Maryland
$822K +$14.3K +132 +2%
SCG
1195
Sonata Capital Group
Washington
$820K – – –
WA
1196
Wealth Advisors
California
$818K – – –
APWA
1197
Atlas Private Wealth Advisors
New Jersey
$814K +$15.8K +146 +2%
TC
1198
TownSquare Capital
Utah
$806K +$328K +3,021 +69%
SWM
1199
Stockman Wealth Management
Montana
$805K +$40.7K +375 +5%
GHA
1200
GW Henssler & Associates
Georgia
$802K +$12.7K +117 +2%
46 47
48
49 50