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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
1
Morgan Stanley
New York
$2.46B
2
PPFA
2
Provida Pension Fund Administrator
Chile
$419M
3
NFA
3
Nationwide Fund Advisors
Ohio
$244M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$2.33B
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$1.9B

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$3.13B
2
TF
2
Trek Financial
Arizona
$8.76M
3
RJA
3
Raymond James & Associates
Florida
$697M
4
AI
4
Atria Investments
North Carolina
$26M
5
VWM
5
Venturi Wealth Management
Texas
$3.13M
Name Holding Trade Value Shares
Change 		Shares
Change %
SSB
101
Sandy Spring Bank
Maryland
$55.2M +$811K +7,424 +1%
WT
102
Whittier Trust
California
$54M +$3.36M +30,736 +7%
FT
103
Fiduciary Trust
Massachusetts
$53.1M -$13.7M -125,278 -20%
MGIA
104
Moneta Group Investment Advisors
Missouri
$52.9M +$2.69M +24,602 +5%
GIM
105
Goelzer Investment Management
Indiana
$52.3M -$3.09M -28,339 -6%
FMII
106
Farmers & Merchants Investments Inc
Nebraska
$52.2M +$285K +2,611 +0.5%
GWM
107
Geneos Wealth Management
Colorado
$52M +$879K +7,897 +2%
Franklin Resources
108
Franklin Resources
California
$51.5M +$1.33M +12,143 +3%
FIB
109
First Interstate Bank
Montana
$51.4M +$699K +6,402 +1%
Rockefeller Capital Management
110
Rockefeller Capital Management
New York
$51M +$12.1M +111,087 +31%
Bank of Nova Scotia
111
Bank of Nova Scotia
Ontario, Canada
$49.1M +$1.65M +15,091 +3%
TF
112
TIAA FSB
Florida
$48M +$3.21M +29,406 +7%
BCI
113
Brinker Capital Investments
Pennsylvania
$47.9M -$2.31M -21,058 -5%
MAM
114
Madison Asset Management
Wisconsin
$47.7M +$916K +8,387 +2%
VA
115
Valmark Advisers
Ohio
$46.7M -$2.14M -19,609 -4%
Cetera Investment Advisers
116
Cetera Investment Advisers
Illinois
$46.4M +$3.11M +28,480 +7%
MIA
117
MainStreet Investment Advisors
Illinois
$46.2M -$2.53M -23,167 -5%
SLT
118
St Louis Trust
Missouri
$45.6M -$7.59M -69,479 -14%
CA
119
Cetera Advisors
Colorado
$44.8M +$4.54M +41,611 +11%
BF
120
BOK Financial
Oklahoma
$44.2M +$44.2M +404,513 New
SWM
121
SigFig Wealth Management
California
$43.6M +$4.47M +40,894 +11%
MPWT
122
MassMutual Private Wealth & Trust
Connecticut
$43.5M -$13.2K -121 -0%
FLPIM
123
F.L. Putnam Investment Management
Massachusetts
$43.2M +$2.21M +20,230 +5%
NQWM
124
Northwest Quadrant Wealth Management
Oregon
$43.1M +$568K +5,116 +1%
CG
125
Colony Group
Massachusetts
$43M +$4.2M +38,464 +11%
3 4
5
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