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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 %
DIP
1276
DT Investment Partners
Pennsylvania
$629K +$318K +2,916 +102%
HCMT
1277
Highland Capital Management (Tennessee)
Tennessee
$627K – – –
PFA
1278
Pinnacle Family Advisors
Missouri
$620K -$507K -4,644 -45%
TWP
1279
Tower Wealth Partners
Pennsylvania
$620K +$6.56K +60 +1%
ACM
1280
Ategra Capital Management
Virginia
$619K +$51.3K +470 +9%
CCA
1281
Cobblestone Capital Advisors
New York
$614K -$120K -1,095 -16%
1WA
1282
180 Wealth Advisors
Washington
$612K -$64.7K -577 -10%
DBRC
1283
D.B. Root & Company
Pennsylvania
$612K -$1.85K -17 -0.3%
SFP
1284
Strategic Financial Planning
Texas
$609K – – –
CCT
1285
Capital City Trust
Florida
$609K – – –
WCWM
1286
Willow Creek Wealth Management
California
$604K – – –
JGC
1287
J. Goldman & Co
New York
$603K +$603K +5,527 New
PG
1288
Patten Group
Tennessee
$602K -$105K -963 -15%
PD
1289
Planning Directions
Pennsylvania
$595K +$18.6K +170 +3%
WC
1290
Woodstock Corp
Massachusetts
$593K +$19.1K +175 +3%
TC
1291
Truvestments Capital
Florida
$591K +$1.09K +10 +0.2%
ST
1292
Somerset Trust
Pennsylvania
$590K -$11.4K -104 -2%
AMM
1293
American Money Management
California
$590K +$305K +2,795 +107%
WP
1294
WealthPLAN Partners
Nebraska
$588K +$283K +2,467 +93%
RBFC
1295
Roman Butler Fullerton & Co
Missouri
$585K +$32.4K +289 +6%
RWP
1296
RWA Wealth Partners
Massachusetts
$583K -$31.1K -285 -5%
Wolverine Trading
1297
Wolverine Trading
Illinois
$581K +$581K +5,227 New
LWCFA
1298
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$579K – – –
WPC
1299
White Pine Capital
Minnesota
$575K +$14.6K +134 +3%
PI
1300
Parkside Investments
Illinois
$573K -$52.1K -477 -8%
50 51
52
53 54