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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 %
BJL
1176
Brighton Jones LLC
Washington
$907K -$168K -1,488 -16%
OFG
1177
Oxford Financial Group
Indiana
$901K – – –
GIA
1178
Goodwin Investment Advisory
Georgia
$900K -$13.6K -120 -1%
SWM
1179
Stockman Wealth Management
Montana
$900K +$62.4K +553 +7%
WTB
1180
Washington Trust Bank
Washington
$892K – – –
CTB
1181
Country Trust Bank
Illinois
$891K +$4.18K +37 +0.5%
SIC
1182
Samalin Investment Counsel
New York
$885K -$444K -3,931 -33%
MC
1183
Moors & Cabot
Massachusetts
$883K -$4.18K -37 -0.5%
SOADOR
1184
State of Alaska Department of Revenue
Alaska
$866K -$1.08M -9,568 -56%
PFA
1185
Professional Financial Advisors
Nebraska
$866K +$1.13K +10 +0.1%
TLFA
1186
True Link Financial Advisors
California
$863K -$226 -2 -0%
PMFA
1187
Plante Moran Financial Advisors
Michigan
$860K +$98.2K +869 +13%
MMHP
1188
Murphy Middleton Hinkle & Parker
Georgia
$859K – – –
TI
1189
Truepoint Inc
Ohio
$857K +$34.9K +309 +4%
SCG
1190
Sonata Capital Group
Washington
$854K – – –
ZF
1191
Zhang Financial
Michigan
$853K -$51.5K -456 -6%
DCM
1192
Donaldson Capital Management
Indiana
$852K +$146K +1,293 +21%
TCM
1193
Tufton Capital Management
Maryland
$849K -$6.55K -58 -0.8%
FFG
1194
Ford Financial Group
California
$836K -$753K -6,667 -47%
WA
1195
Wealth Advisors
California
$835K – – –
AA
1196
Advisory Alpha
Michigan
$831K +$87.7K +776 +12%
LWAC
1197
Laurel Wealth Advisors (California)
California
$831K +$235K +2,080 +39%
Fayez Sarofim & Co
1198
Fayez Sarofim & Co
Texas
$830K -$45.2K -400 -5%
VCM
1199
Vivaldi Capital Management
Illinois
$825K -$13.1K -118 -2%
CT
1200
Coastline Trust
Rhode Island
$821K -$1.7K -15 -0.2%
46 47
48
49 50