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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 %
JCM
1201
Janney Capital Management
Pennsylvania
$790K -$642K -5,880 -45%
DCM
1202
Donaldson Capital Management
Indiana
$786K -$37.2K -341 -5%
HFS
1203
Haverford Financial Services
Pennsylvania
$786K – – –
WTB
1204
Washington Trust Bank
Washington
$781K -$80.7K -739 -9%
RW
1205
Rede Wealth
Virginia
$780K +$127K +1,163 +19%
FMBTD
1206
First Midwest Bank Trust Division
Illinois
$780K +$520K +4,761 +200%
GMA
1207
Goldstein Munger & Associates
California
$776K – – –
GCA
1208
Gradient Capital Advisors
California
$771K -$3.93K -36 -0.5%
CA
1209
Claro Advisors
Massachusetts
$771K +$11.5K +105 +2%
CWM
1210
Calamos Wealth Management
Illinois
$771K +$36.8K +337 +5%
USCWA
1211
U.S. Capital Wealth Advisors
Texas
$771K +$771K +7,062 New
LC
1212
Lincoln Capital
Nebraska
$766K +$23.6K +216 +3%
MSFS
1213
Main Street Financial Solutions
Pennsylvania
$759K -$15.2K -139 -2%
PRWA
1214
Platte River Wealth Advisors
Colorado
$759K – – –
MCM
1215
Maryland Capital Management
Maryland
$758K – – –
RSVP
1216
Ramsay Stattman Vela & Price
Colorado
$757K +$7.65K +70 +1%
OFG
1217
Oxford Financial Group
Indiana
$755K -$116K -1,058 -13%
HVIA
1218
Hudson Valley Investment Advisors
New York
$755K +$52.2K +478 +7%
LWMG
1219
Levy Wealth Management Group
Pennsylvania
$751K -$6.11K -56 -0.8%
LA
1220
LexAurum Advisors
Kansas
$747K -$31.9K -292 -4%
BAM
1221
Barrett Asset Management
New York
$747K +$436K +3,992 +140%
FA
1222
Financial Advisors
Massachusetts
$743K +$75.4K +690 +11%
BOPW
1223
Brandywine Oak Private Wealth
Pennsylvania
$741K -$31.5K -289 -4%
CG
1224
Corundum Group
Colorado
$741K – – –
SC
1225
Scotia Capital
Ontario, Canada
$737K -$201K -1,838 -21%
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