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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 %
BOPW
1226
Brandywine Oak Private Wealth
Pennsylvania
$731K +$21.3K +196 +3%
ESB
1227
Essex Savings Bank
Connecticut
$730K -$50.5K -481 -6%
CG
1228
Corundum Group
Colorado
$726K – – –
TSS
1229
Two Sigma Securities
New York
$725K +$725K +6,677 New
CANC
1230
Culbertson A N & Co
Virginia
$722K – – –
PCM
1231
Perritt Capital Management
Illinois
$719K – – –
CCA
1232
Cobblestone Capital Advisors
New York
$715K -$65.8K -606 -8%
AA
1233
Advisory Alpha
Michigan
$714K -$56.8K -523 -7%
MWM
1234
McNaughton Wealth Management
California
$712K -$2.82K -26 -0.4%
PRWA
1235
Platte River Wealth Advisors
Colorado
$710K +$97.3K +890 +16%
LCC
1236
Lincoln Capital Corp
Rhode Island
$709K +$13.6K +125 +2%
LA
1237
LexAurum Advisors
Kansas
$709K +$122K +1,127 +21%
PCS
1238
Personal CFO Solutions
New Jersey
$705K -$54.2K -499 -7%
CAN
1239
Claraphi Advisory Network
United States
$705K -$34.7K -320 -5%
PD
1240
Planning Directions
Pennsylvania
$701K -$127K -1,165 -15%
HVIA
1241
Hudson Valley Investment Advisors
New York
$699K -$20.6K -190 -3%
GWM
1242
Greenhouse Wealth Management
Connecticut
$699K – – –
1WA
1243
180 Wealth Advisors
Washington
$696K +$44.8K +406 +7%
ACM
1244
Ashford Capital Management
Delaware
$696K +$175K +1,617 +34%
AF
1245
Alerus Financial
North Dakota
$695K – – –
AWS
1246
AJ Wealth Strategies
New York
$694K – – –
RFG
1247
Range Financial Group
Oregon
$693K +$693K +6,388 New
BFA
1248
Bragg Financial Advisors
North Carolina
$692K – – –
CHA
1249
Carmichael Hill & Associates
Maryland
$691K -$6.52K -60 -0.9%
CCM
1250
Coldstream Capital Management
Washington
$688K +$194K +1,788 +39%
48 49
50
51 52