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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 %
CW
1251
CreativeOne Wealth
Kansas
$686K -$993K -9,157 -59%
PRA
1252
Pine Ridge Advisers
New York
$685K – – –
DCM
1253
Donaldson Capital Management
Indiana
$678K -$23.1K -213 -3%
SCA
1254
St. Clair Advisors
Ohio
$677K -$60.1K -554 -8%
PI
1255
Parkside Investments
Illinois
$676K -$84.1K -775 -11%
WLIM
1256
White Lighthouse Investment Management
Massachusetts
$675K -$143K -1,316 -17%
IAA
1257
Independent Advisor Alliance
North Carolina
$674K +$12.3K +113 +2%
PG
1258
Patten Group
Tennessee
$669K -$10.6K -98 -2%
DSC
1259
Duncker Streett & Co
Missouri
$665K – – –
UTC
1260
Unified Trust Company
Kentucky
$665K – – –
LWM
1261
Lyell Wealth Management
California
$664K +$664K +6,115 New
FA
1262
Financial Advisors
Massachusetts
$663K – – –
IIA
1263
IPG Investment Advisors
California
$655K +$543 +5 +0.1%
SEP
1264
Southland Equity Partners
Missouri
$648K -$23.1K -213 -3%
RZH
1265
Relyea Zuckerberg Hanson
Connecticut
$646K +$221K +1,975 +52%
DI
1266
DAGCO Inc
Ohio
$644K -$77.7K -716 -11%
SIC
1267
Salem Investment Counselors
North Carolina
$643K +$231K +2,129 +56%
MLL
1268
Moody Lynn & Lieberson
Massachusetts
$642K +$25.8K +238 +4%
CST
1269
Charles Schwab Trust
Nevada
$641K – – –
PWM
1270
PBMares Wealth Management
Virginia
$641K – – –
KP
1271
Keel Point
Alabama
$641K +$182K +1,675 +40%
TA
1272
Trellis Advisors
Washington
$632K -$296K -2,730 -32%
WCWM
1273
Willow Creek Wealth Management
California
$629K -$187K -1,722 -23%
AIM
1274
Alhambra Investment Management
Florida
$629K – – –
RW
1275
Rede Wealth
Virginia
$628K +$77.1K +710 +14%
49 50
51
52 53