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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 %
APWA
1251
Atlas Private Wealth Advisors
New Jersey
$700K -$148K -1,308 -17%
M
1252
MOTCO
Texas
$699K +$69.2K +613 +11%
WLIM
1253
White Lighthouse Investment Management
Massachusetts
$695K -$7.69K -68 -1%
AFWM
1254
AMJ Financial Wealth Management
Virginia
$694K +$694K +6,147 New
UTC
1255
Unified Trust Company
Kentucky
$693K – – –
DSC
1256
Duncker Streett & Co
Missouri
$692K +$226 +2 +0%
FA
1257
Financial Advisors
Massachusetts
$691K +$226 +2 +0%
AA
1258
Argent Advisors
Louisiana
$690K +$143K +1,261 +26%
SWP
1259
Strategic Wealth Partners
Ohio
$678K +$678K +6,001 New
AW
1260
ACG Wealth
Georgia
$677K -$801K -7,096 -54%
RW
1261
Rede Wealth
Virginia
$676K +$22.4K +198 +3%
CMP
1262
Courage Miller Partners
Virginia
$676K +$27.3K +242 +4%
1WA
1263
180 Wealth Advisors
Washington
$674K -$29.6K -265 -4%
DI
1264
DAGCO Inc
Ohio
$673K +$1.7K +15 +0.3%
KCP
1265
KDI Capital Partners
North Carolina
$671K +$67.9K +601 +11%
MLL
1266
Moody Lynn & Lieberson
Massachusetts
$661K -$6.89K -61 -1%
OFG
1267
OmniStar Financial Group
North Carolina
$661K +$32K +283 +5%
SVWAG
1268
Sound View Wealth Advisors Group
Georgia
$659K +$30.4K +269 +5%
TA
1269
Trellis Advisors
Washington
$658K – – –
VAM
1270
Verity Asset Management
North Carolina
$657K +$160K +1,420 +32%
AIM
1271
Alhambra Investment Management
Florida
$653K -$1.13K -10 -0.2%
AAMA
1272
Advanced Asset Management Advisors
Ohio
$653K – – –
SCA
1273
St. Clair Advisors
Ohio
$652K -$52.3K -463 -7%
KP
1274
Keel Point
Alabama
$652K -$15.1K -134 -2%
HCMT
1275
Highland Capital Management (Tennessee)
Tennessee
$649K -$2.96M -26,242 -82%
49 50
51
52 53