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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 %
WPC
1226
Waters Parkerson & Co
Louisiana
$735K – – –
MWM
1227
Minot Wealth Management
Massachusetts
$734K +$20.2K +185 +3%
Fisher Asset Management
1228
Fisher Asset Management
Washington
$730K +$174K +1,593 +31%
SFG
1229
Sather Financial Group
Texas
$728K +$728K +6,670 New
CANC
1230
Culbertson A N & Co
Virginia
$726K – – –
LCC
1231
Lincoln Capital Corp
Rhode Island
$726K – – –
ICP
1232
Interchange Capital Partners
Pennsylvania
$724K -$172K -1,578 -19%
PCM
1233
Perritt Capital Management
Illinois
$723K – – –
HWA
1234
Hillcrest Wealth Advisors
New Jersey
$723K – – –
ODFS
1235
O'Donnell Financial Services
California
$720K +$720K +6,595 New
MWM
1236
McNaughton Wealth Management
California
$716K – – –
AA
1237
Advisory Alpha
Michigan
$713K -$90.2K -826 -11%
GWM
1238
Greenhouse Wealth Management
Connecticut
$707K – – –
PG
1239
Proffitt & Goodson
Tennessee
$704K +$380K +3,478 +117%
CHA
1240
Carmichael Hill & Associates
Maryland
$701K +$8.95K +82 +1%
OFG
1241
OmniStar Financial Group
North Carolina
$701K +$60.9K +557 +10%
AWS
1242
AJ Wealth Strategies
New York
$699K -$29.5K -270 -4%
BFA
1243
Bragg Financial Advisors
North Carolina
$698K – – –
LWAC
1244
Laurel Wealth Advisors (California)
California
$697K -$107K -978 -13%
RZH
1245
Relyea Zuckerberg Hanson
Connecticut
$697K +$6.44K +59 +0.9%
PAM
1246
Private Asset Management
California
$696K – – –
SWP
1247
Strategic Wealth Partners
Ohio
$694K +$38.6K +353 +6%
DSA
1248
Droms Strauss Advisors
Missouri
$693K +$1.75K +16 +0.3%
VIA
1249
Vickerman Investment Advisors
Washington
$687K +$687K +6,296 New
M
1250
MOTCO
Texas
$682K +$6.55K +60 +1%
48 49
50
51 52