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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 %
LFA
1276
Legacy Financial Advisors
Kentucky
$649K -$600K -5,311 -48%
TC
1277
TownSquare Capital
Utah
$649K -$174K -1,574 -21%
PI
1278
Parkside Investments
Illinois
$646K -$57K -505 -8%
SIC
1279
Salem Investment Counselors
North Carolina
$645K -$24.9K -220 -4%
CST
1280
Charles Schwab Trust
Nevada
$644K -$13.3K -118 -2%
CG
1281
Cutler Group
California
$637K -$1.82M -16,102 -74%
RWP
1282
RWA Wealth Partners
Massachusetts
$636K -$6.85M -60,663 -92%
DBRC
1283
D.B. Root & Company
Pennsylvania
$636K -$6.1K -54 -1%
TWP
1284
Tower Wealth Partners
Pennsylvania
$634K -$1.47K -13 -0.2%
CSPIA
1285
Cary Street Partners Investment Advisory
Virginia
$634K +$31.7K +281 +5%
BWG
1286
Beta Wealth Group
California
$632K +$8.13K +72 +1%
CCT
1287
Capital City Trust
Florida
$631K – – –
SFP
1288
Strategic Financial Planning
Texas
$630K – – –
WCWM
1289
Willow Creek Wealth Management
California
$625K -$30.5K -270 -5%
AWA
1290
Arete Wealth Advisors
Illinois
$625K +$29.7K +1,923 +5%
FI
1291
Financial Insights
Washington
$624K +$624K +552 New
ST
1292
Somerset Trust
Pennsylvania
$622K – – –
PWM
1293
PBMares Wealth Management
Virginia
$617K -$50.4K -446 -8%
JCM
1294
Jacobi Capital Management
Pennsylvania
$616K +$22.4K +198 +4%
TC
1295
Truvestments Capital
Florida
$611K -$24.2K -214 -4%
CAS
1296
Cascadia Advisory Services
Oregon
$608K +$132K +1,167 +28%
SFSIG
1297
San Francisco Sentry Investment Group
California
$606K -$35.6K -315 -6%
SFA
1298
Source Financial Advisors
New York
$604K -$335K -2,962 -36%
Neuberger Berman Group
1299
Neuberger Berman Group
New York
$604K +$87.1K +771 +17%
GKWIM
1300
Gerber Kawasaki Wealth & Investment Management
California
$603K -$36.5K -323 -6%
50 51
52
53 54