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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 %
WG
1301
Welch Group
Alabama
$579K +$128K +1,176 +28%
CSPIA
1302
Cary Street Partners Investment Advisory
Virginia
$579K +$130K +1,196 +29%
VCP
1303
Vista Capital Partners
Oregon
$576K – – –
PMG
1304
Private Management Group
California
$576K – – –
LWAC
1305
Laurel Wealth Advisors (California)
California
$573K +$273K +2,517 +91%
BUB
1306
BBVA USA Bancshares
Texas
$572K -$126K -1,161 -18%
JCM
1307
Jacobi Capital Management
Pennsylvania
$571K +$36.1K +332 +7%
ICM
1308
IMS Capital Management
Oregon
$570K +$194K +1,790 +52%
RIL
1309
Rothschild Investment LLC
Illinois
$566K – – –
CFD
1310
Creative Financial Designs
Indiana
$560K -$6.95K -64 -1%
IFAM
1311
Institutional & Family Asset Management
Colorado
$552K -$305K -2,809 -36%
GC
1312
Gibson Capital
Pennsylvania
$545K – – –
BC
1313
Burleson & Co
California
$544K -$847K -7,796 -61%
ZB
1314
Zions Bancorporation
Utah
$542K +$98.2K +904 +22%
ACM
1315
AlphaStar Capital Management
North Carolina
$537K +$37.5K +345 +8%
NB
1316
NBT Bank
New York
$533K +$13K +120 +3%
CBT
1317
Capital Bank & Trust
California
$533K +$161K +1,486 +43%
WWM
1318
Wolff Wiese Magana
California
$531K +$76K +700 +17%
CWMU
1319
Caliber Wealth Management (Utah)
Utah
$529K – – –
MAM
1320
MMA Asset Management
Pennsylvania
$529K +$47.6K +438 +10%
AA
1321
Argent Advisors
Louisiana
$526K +$57.6K +530 +12%
WPC
1322
White Pine Capital
Minnesota
$525K -$4.56K -42 -0.9%
SMG
1323
Smart Money Group
Texas
$525K +$868 +8 +0.2%
FA
1324
FMA Advisory
Pennsylvania
$524K -$1.19K -11 -0.2%
WCM
1325
WealthBridge Capital Management
Ohio
$511K -$21.2K -195 -4%
51 52
53
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