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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 %
BI
1326
Ballast Inc
Kentucky
$535K +$5.19K +46 +1%
WCM
1327
WealthBridge Capital Management
Ohio
$532K +$113 +1 +0%
CAN
1328
Claraphi Advisory Network
United States
$531K -$203K -1,797 -28%
T. Rowe Price Associates
1329
T. Rowe Price Associates
Maryland
$531K – – –
GA
1330
GoalVest Advisory
New York
$530K +$15.6K +138 +3%
LBD
1331
Landsberg Bennett & Dubbaneh
Florida
$530K +$32.1K +285 +6%
ClearBridge Investments
1332
ClearBridge Investments
New York
$529K – – –
KIA
1333
KCM Investment Advisors
California
$526K +$47K +416 +10%
LFG
1334
Larson Financial Group
Missouri
$521K +$27.8K +246 +6%
RIL
1335
Rothschild Investment LLC
Illinois
$520K -$69.6K -616 -12%
HR
1336
Hayden Royal
North Carolina
$520K +$158K +1,395 +44%
MAM
1337
MMA Asset Management
Pennsylvania
$519K -$31.1K -275 -6%
1SB
1338
1ST Source Bank
Indiana
$519K +$13.8K +122 +3%
SSWM
1339
Smith Salley Wealth Management
North Carolina
$519K +$82.7K +732 +19%
LWM
1340
Lyell Wealth Management
California
$517K -$174K -1,542 -25%
CIAS
1341
CBIZ Investment Advisory Services
Ohio
$517K -$399K – –
FAM
1342
Formidable Asset Management
Ohio
$512K +$162K +1,519 +46%
RRWA
1343
Rainey & Randall Wealth Advisors
Florida
$511K +$1.13K +10 +0.2%
HIM
1344
Hanlon Investment Management
New Jersey
$511K +$24.1K +213 +5%
BAM
1345
Berkshire Asset Management
Pennsylvania
$508K +$28.2K +250 +6%
NPP
1346
New Potomac Partners
Maryland
$507K +$23.3K +206 +5%
PTP
1347
Platform Technology Partners
New York
$507K +$507K +4,483 New
CL
1348
CPWM LLC
Washington
$505K +$11.3K +100 +2%
KF
1349
Krilogy Financial
Missouri
$505K +$275K +2,435 +120%
SYBT
1350
Stock Yards Bank & Trust
Kentucky
$503K +$16.6K +147 +3%
52 53
54
55 56