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iShares Core S&P Small-Cap ETF
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Overview Fund Activity

1,809 hedge funds and large institutions have $48.7B invested in iShares Core S&P Small-Cap ETF in 2021 Q2 according to their latest regulatory filings, with 98 funds opening new positions, 884 increasing their positions, 638 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,809
Holders Change
+24
Holders Change %
+1.34%
% of All Funds
31.58%
Holding in Top 10
326
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-4.96%
% of All Funds
5.69%
New
98
Increased
884
Reduced
638
Closed
53
Calls
$293M
Puts
$123M
Net Calls
+$170M
Net Calls Change
+$257M

Top Buyers

1
HNB
Huntington National Bank
Ohio
+$245M
2
Wells Fargo
Wells Fargo
California
+$176M
3
Bank of America
Bank of America
North Carolina
+$164M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$128M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$104M

Top Sellers

1
PPFA
Provida Pension Fund Administrator
Chile
-$1.37B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$722M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$414M
4
Osaic Holdings
Osaic Holdings
Arizona
-$293M
5
CCMG
Clark Capital Management Group
Pennsylvania
-$182M
Name Holding Trade Value Shares
Change 		Shares
Change %
APWM
1226
Atlas Private Wealth Management
New York
$756K -$13.9K -123 -2%
AWS
1227
AJ Wealth Strategies
New York
$753K +$30.5K +270 +4%
AAMC
1228
Asset Allocation & Management Company
Illinois
$753K +$753K +6,663 New
CANC
1229
Culbertson A N & Co
Virginia
$751K – – –
LCC
1230
Lincoln Capital Corp
Rhode Island
$751K +$13K +115 +2%
DACG
1231
Donor Advised Charitable Giving
California
$749K -$44.2K -391 -6%
PCM
1232
Perritt Capital Management
Illinois
$748K – – –
HWA
1233
Hillcrest Wealth Advisors
New Jersey
$748K +$748K +6,624 New
ESB
1234
Essex Savings Bank
Connecticut
$747K -$36.9K -327 -5%
LNB
1235
Ledyard National Bank
$744K -$170K -1,508 -19%
MWM
1236
McNaughton Wealth Management
California
$741K – – –
TI
1237
Trexquant Investment
Connecticut
$733K +$733K +6,492 New
GWM
1238
Greenhouse Wealth Management
Connecticut
$731K +$3.27K +29 +0.4%
PG
1239
Patten Group
Tennessee
$731K +$35K +310 +5%
PWM
1240
PRW Wealth Management
Massachusetts
$731K +$731K +6,474 New
TCWA
1241
Ten Capital Wealth Advisors
Washington
$729K +$240K +2,129 +49%
HVIA
1242
Hudson Valley Investment Advisors
New York
$727K – – –
AF
1243
Alerus Financial
North Dakota
$724K – – –
BFA
1244
Bragg Financial Advisors
North Carolina
$722K +$1.81K +16 +0.3%
PAM
1245
Private Asset Management
California
$721K -$81.4K -720 -10%
MWM
1246
Minot Wealth Management
Massachusetts
$719K +$719K +6,535 New
CHA
1247
Carmichael Hill & Associates
Maryland
$716K -$2.37K -21 -0.3%
RZH
1248
Relyea Zuckerberg Hanson
Connecticut
$715K +$62.3K +551 +10%
DSA
1249
Droms Strauss Advisors
Missouri
$713K +$389K +3,458 +120%
GAM
1250
Gemmer Asset Management
California
$711K +$262K +2,318 +58%
48 49
50
51 52