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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 %
ACM
1301
Ashford Capital Management
Delaware
$601K -$124K -1,099 -17%
LWCFA
1302
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$599K -$226K -2,000 -27%
PD
1303
Planning Directions
Pennsylvania
$597K -$133K -1,173 -18%
WFA
1304
Wells Financial Advisors
Massachusetts
$597K +$229K +2,030 +62%
WC
1305
Woodstock Corp
Massachusetts
$593K +$153K +1,358 +35%
VCP
1306
Vista Capital Partners
Oregon
$592K -$8.14K -72 -1%
ACM
1307
AlphaStar Capital Management
North Carolina
$592K +$33.1K +293 +6%
EW
1308
Evoke Wealth
California
$592K +$98.8K +874 +20%
FPGK
1309
Financial Partners Group (Kansas)
Kansas
$590K +$84.4K +747 +17%
ACM
1310
Ategra Capital Management
Virginia
$587K +$101K +891 +21%
AIFAIM
1311
American Institute for Advanced Investment Management
Arizona
$587K +$169K +1,499 +41%
SFG
1312
SNS Financial Group
Minnesota
$586K -$23.4K -207 -4%
PCA
1313
Pallas Capital Advisors
Massachusetts
$580K +$580K +5,336 New
STC
1314
Sarah T. Connolly
$579K +$52.6K +466 +10%
ACM
1315
Advisors Capital Management
New Jersey
$575K +$89.9K +795 +19%
Fisher Asset Management
1316
Fisher Asset Management
Washington
$575K +$188K +1,668 +49%
KM
1317
Kalos Management
Georgia
$571K +$57.5K +521 +11%
GC
1318
Gibson Capital
Pennsylvania
$568K – – –
WPC
1319
White Pine Capital
Minnesota
$566K +$32.7K +296 +6%
APC
1320
Aspire Private Capital
North Carolina
$558K +$221K +1,953 +65%
RBFC
1321
Roman Butler Fullerton & Co
Missouri
$556K +$103K +916 +23%
SEP
1322
Southland Equity Partners
Missouri
$555K -$120K -1,059 -18%
NB
1323
NBT Bank
New York
$555K – – –
LFF
1324
Level Four Financial
Texas
$540K +$20K +177 +4%
SP
1325
Successful Portfolios
Florida
$536K +$38.6K +341 +8%
51 52
53
54 55