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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 %
T. Rowe Price Associates
1326
T. Rowe Price Associates
Maryland
$510K – – –
FEG
1327
Fund Evaluation Group
Ohio
$510K – – –
KM
1328
Kalos Management
Georgia
$510K +$159K +1,453 +45%
EWA
1329
Exencial Wealth Advisors
Oklahoma
$509K -$125K -1,154 -20%
BI
1330
Ballast Inc
Kentucky
$509K +$7.59K +70 +2%
ClearBridge Investments
1331
ClearBridge Investments
New York
$508K +$1.09K +10 +0.2%
STC
1332
Sarah T. Connolly
$506K -$75.4K -695 -13%
HWM
1333
HighMark Wealth Management
Minnesota
$504K -$35.9K -331 -7%
NL
1334
NVWM LLC
Pennsylvania
$502K +$486K +4,479 +2,986%
LFF
1335
Level Four Financial
Texas
$499K -$258K -2,376 -34%
Neuberger Berman Group
1336
Neuberger Berman Group
New York
$496K -$166K -1,535 -25%
GA
1337
GoalVest Advisory
New York
$494K -$5.54K -51 -1%
RRWA
1338
Rainey & Randall Wealth Advisors
Florida
$490K +$42.7K +394 +10%
LBD
1339
Landsberg Bennett & Dubbaneh
Florida
$487K -$8.81K -80 -2%
FPGK
1340
Financial Partners Group (Kansas)
Kansas
$486K -$88.7K -817 -15%
1SB
1341
1ST Source Bank
Indiana
$485K +$40.2K +370 +9%
EHC
1342
Everett Harris & Co
California
$480K -$32.4K -299 -6%
SP
1343
Successful Portfolios
Florida
$478K +$130K +1,196 +37%
PCA
1344
Peddock Capital Advisors
Massachusetts
$477K – – –
VAM
1345
Verity Asset Management
North Carolina
$477K +$43.5K +401 +10%
OWA
1346
Octavia Wealth Advisors
Ohio
$475K -$56.3K -519 -11%
CL
1347
CPWM LLC
Washington
$475K -$9.45K -87 -2%
IIC
1348
Ironwood Investment Counsel
Arizona
$475K +$3.25K +30 +0.7%
EW
1349
Evoke Wealth
California
$474K +$403K +3,706 +564%
LFG
1350
Larson Financial Group
Missouri
$473K -$27.3K -252 -5%
52 53
54
55 56