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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 %
WLIM
1251
White Lighthouse Investment Management
Massachusetts
$680K +$8.52K +78 +1%
RBC
1252
Roble Belko & Company
Pennsylvania
$672K -$292K -2,677 -30%
UTC
1253
Unified Trust Company
Kentucky
$670K – – –
KCP
1254
KDI Capital Partners
North Carolina
$670K +$22.3K +204 +3%
DSC
1255
Duncker Streett & Co
Missouri
$669K – – –
BWG
1256
Beta Wealth Group
California
$669K +$58.3K +534 +10%
AA
1257
Argent Advisors
Louisiana
$666K – – –
AW
1258
ACG Wealth
Georgia
$666K +$11.1K +102 +2%
LNB
1259
Ledyard National Bank
$665K -$53.6K -491 -7%
TC
1260
TownSquare Capital
Utah
$658K +$17.9K +164 +3%
CMP
1261
Courage Miller Partners
Virginia
$656K +$2.08K +19 +0.3%
CAS
1262
Cascadia Advisory Services
Oregon
$653K +$65.7K +602 +11%
DI
1263
DAGCO Inc
Ohio
$647K -$2.51K -23 -0.4%
GFPC
1264
Global Financial Private Client
Florida
$646K +$262K +2,353 +68%
SCA
1265
St. Clair Advisors
Ohio
$643K +$12.8K +117 +2%
MLL
1266
Moody Lynn & Lieberson
Massachusetts
$642K +$2.29K +21 +0.4%
SFA
1267
Source Financial Advisors
New York
$642K +$58.3K +534 +10%
SIC
1268
Salem Investment Counselors
North Carolina
$641K +$18.1K +166 +3%
CST
1269
Charles Schwab Trust
Nevada
$640K +$17.4K +159 +3%
AIM
1270
Alhambra Investment Management
Florida
$637K +$5.46K +50 +0.9%
TA
1271
Trellis Advisors
Washington
$636K – – –
F
1272
F3Logic
Minnesota
$633K -$128K -1,173 -17%
JCM
1273
Jacobi Capital Management
Pennsylvania
$632K +$36.7K +336 +6%
AAMA
1274
Advanced Asset Management Advisors
Ohio
$631K – – –
KM
1275
Kalos Management
Georgia
$629K +$7.33K +61 +1%
49 50
51
52 53