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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 %
GCA
1201
Gradient Capital Advisors
California
$796K +$1.95K +18 +0.2%
LWCFA
1202
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$792K -$228K -2,102 -22%
CT
1203
Coastline Trust
Rhode Island
$790K -$9.77K -90 -1%
TI
1204
Truepoint Inc
Ohio
$790K +$45.4K +418 +6%
MLIC
1205
Mandatum Life Insurance Company
Finland
$786K – – –
HFS
1206
Haverford Financial Services
Pennsylvania
$781K – – –
MCM
1207
Maryland Capital Management
Maryland
$777K +$48.5K +447 +7%
GMA
1208
Goldstein Munger & Associates
California
$771K – – –
Schroder Investment Management Group
1209
Schroder Investment Management Group
United Kingdom
$770K -$8.13M -74,993 -91%
PAM
1210
Private Asset Management
California
$770K -$88.4K -815 -10%
MCM
1211
McRae Capital Management
New Jersey
$768K -$157K -1,448 -17%
HIS
1212
Harvest Investment Services
Illinois
$765K -$2.71K -25 -0.4%
CWM
1213
Calamos Wealth Management
Illinois
$764K +$180K +1,661 +31%
DACG
1214
Donor Advised Charitable Giving
California
$762K -$259K -2,388 -25%
CRI
1215
Colonial River Investments
Virginia
$760K -$2.06K -19 -0.3%
VFPI
1216
Vantage Financial Partners (Illinois)
Illinois
$760K +$81.4K +750 +12%
WFAG
1217
Wescott Financial Advisory Group
Pennsylvania
$752K +$47.3K +436 +7%
CA
1218
Claro Advisors
Massachusetts
$746K -$314K -2,891 -30%
SFG
1219
Sowa Financial Group
Rhode Island
$746K +$278K +2,562 +59%
DHFB
1220
Dixon Hubard Feinour & Brown
Virginia
$746K +$413K +4,514 +124%
LWMG
1221
Levy Wealth Management Group
Pennsylvania
$742K -$3.45M -31,783 -82%
RSVP
1222
Ramsay Stattman Vela & Price
Colorado
$740K +$26K +240 +4%
APWM
1223
Atlas Private Wealth Management
New York
$740K +$128K +1,181 +21%
WPC
1224
Waters Parkerson & Co
Louisiana
$736K -$16K -147 -2%
PMFA
1225
Plante Moran Financial Advisors
Michigan
$732K +$12.5K +115 +2%
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