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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 %
AAMA
1276
Advanced Asset Management Advisors
Ohio
$627K – – –
CMP
1277
Courage Miller Partners
Virginia
$623K -$30.7K -283 -5%
CS
1278
Credit Suisse
Switzerland
$616K -$3.22M -29,602 -84%
DBRC
1279
D.B. Root & Company
Pennsylvania
$616K – – –
SFSIG
1280
San Francisco Sentry Investment Group
California
$616K +$27.6K +254 +5%
LC
1281
Lincoln Capital
Nebraska
$615K +$42.1K +388 +7%
GKWIM
1282
Gerber Kawasaki Wealth & Investment Management
California
$614K -$14.9K -137 -2%
MPM
1283
Meritage Portfolio Management
Kansas
$614K – – –
TWP
1284
Tower Wealth Partners
Pennsylvania
$611K +$611K +5,628 New
TC
1285
Truvestments Capital
Florida
$610K +$6.84K +63 +1%
EWM
1286
Empirical Wealth Management
Washington
$609K -$93.3K -860 -13%
CRCM
1287
Corbett Road Capital Management
Virginia
$608K -$1.17M -10,795 -66%
CCT
1288
Capital City Trust
Florida
$606K – – –
OFG
1289
OmniStar Financial Group
North Carolina
$605K -$560K -5,158 -48%
M
1290
MOTCO
Texas
$605K -$53.7K -495 -8%
SFP
1291
Strategic Financial Planning
Texas
$605K -$108 -1 -0%
SVWAG
1292
Sound View Wealth Advisors Group
Georgia
$604K -$15.5K -143 -3%
SC
1293
Scotia Capital
Ontario, Canada
$604K +$40.6K +374 +7%
PG
1294
Prostatis Group
Maryland
$603K -$292K -2,690 -33%
BWG
1295
Beta Wealth Group
California
$599K +$599K +5,523 New
ST
1296
Somerset Trust
Pennsylvania
$598K +$17.8K +164 +3%
ZIC
1297
ZWJ Investment Counsel
Georgia
$593K +$195K +1,800 +49%
SFG
1298
SNS Financial Group
Minnesota
$586K +$5.43K +50 +0.9%
GG
1299
GenWealth Group
New Jersey
$581K -$216K -1,994 -27%
KCP
1300
KDI Capital Partners
North Carolina
$579K +$8.47K +78 +1%
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52
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