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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 %
WCM
1326
WealthBridge Capital Management
Ohio
$514K – – –
HWM
1327
HighMark Wealth Management
Minnesota
$512K +$28.5K +261 +6%
EBA
1328
Eagle Bay Advisors
New York
$510K +$142K +1,293 +38%
GI
1329
GS Investments
Minnesota
$510K +$510K +4,667 New
KIA
1330
KCM Investment Advisors
California
$509K +$1.09K +10 +0.2%
MCM
1331
Mitchell Capital Management
Kansas
$509K +$147K +1,350 +41%
TWM
1332
Titus Wealth Management
California
$509K +$150K +1,370 +42%
LFF
1333
Level Four Financial
Texas
$508K -$14.2K -130 -3%
SP
1334
Successful Portfolios
Florida
$507K -$10.7K -98 -2%
PLU
1335
Performa Ltd (US)
South Carolina
$506K +$137K +1,260 +37%
WWM
1336
Wolff Wiese Magana
California
$504K +$21.1K +193 +4%
VAM
1337
Verity Asset Management
North Carolina
$503K -$132K -1,209 -21%
RIL
1338
Rothschild Investment LLC
Illinois
$502K – – –
CIAS
1339
CBIZ Investment Advisory Services
Ohio
$500K -$517K – –
CAN
1340
Claraphi Advisory Network
United States
$496K -$17K -156 -3%
HIM
1341
Hanlon Investment Management
New Jersey
$496K +$2.08K +19 +0.4%
MAM
1342
MMA Asset Management
Pennsylvania
$494K -$7.98K -73 -2%
SG Americas Securities
1343
SG Americas Securities
New York
$493K +$88.7K +812 +22%
AIA
1344
Alera Investment Advisors
Illinois
$491K +$66.8K +622 +16%
CI
1345
Centerstone Investors
New York
$491K +$491K +4,500 New
PTP
1346
Platform Technology Partners
New York
$490K +$109 +1 +0%
CL
1347
CPWM LLC
Washington
$490K +$1.53K +14 +0.3%
NPP
1348
New Potomac Partners
Maryland
$489K -$1.64K -15 -0.3%
KF
1349
Krilogy Financial
Missouri
$489K +$873 +8 +0.2%
ACI
1350
Alpha Cubed Investments
California
$487K +$118K +1,081 +32%
52 53
54
55 56