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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 %
WA
1176
Wealth Advisors
California
$848K – – –
PMG
1177
Private Management Group
California
$841K -$72.8K -666 -8%
PFA
1178
Professional Financial Advisors
Nebraska
$841K +$2.18K +20 +0.3%
TLFA
1179
True Link Financial Advisors
California
$838K +$3.93K +36 +0.5%
SCP
1180
Syntal Capital Partners
Texas
$835K +$835K +7,650 New
LA
1181
Latitude Advisors
Florida
$832K +$432K +3,952 +108%
SCM
1182
Southport Capital Management
Tennessee
$831K -$712K -6,516 -46%
CCA
1183
Clearwater Capital Advisors
Illinois
$830K -$65.8K -602 -7%
MMHP
1184
Murphy Middleton Hinkle & Parker
Georgia
$830K – – –
TCM
1185
Tufton Capital Management
Maryland
$827K +$7.09K +65 +0.9%
SCG
1186
Sonata Capital Group
Washington
$825K – – –
WI
1187
WrapManager Inc
California
$822K -$60.5K -554 -7%
SWM
1188
Stockman Wealth Management
Montana
$816K -$54.6K -500 -6%
VFPI
1189
Vantage Financial Partners (Illinois)
Illinois
$813K +$38.2K +350 +5%
VC
1190
Veracity Capital
Georgia
$812K -$119K -1,088 -13%
VCM
1191
Vivaldi Capital Management
Illinois
$812K +$328 +3 +0%
RFG
1192
Range Financial Group
Oregon
$811K +$58.4K +535 +8%
AWP
1193
Ascent Wealth Partners
New York
$808K +$30.4K +278 +4%
MCM
1194
McRae Capital Management
New Jersey
$807K +$13.6K +125 +2%
ACP
1195
Aviance Capital Partners
Florida
$803K -$344K -3,155 -30%
Fayez Sarofim & Co
1196
Fayez Sarofim & Co
Texas
$802K – – –
BWA
1197
Bordeaux Wealth Advisors
California
$801K -$85K -778 -10%
CT
1198
Coastline Trust
Rhode Island
$799K +$5.46K +50 +0.7%
LFA
1199
Legacy Financial Advisors
Kentucky
$799K +$172K +1,572 +27%
APWM
1200
Atlas Private Wealth Management
New York
$792K +$61.3K +561 +8%
46 47
48
49 50