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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 %
TCWA
1351
Ten Capital Wealth Advisors
Washington
$469K +$84.8K +782 +22%
ACM
1352
Ategra Capital Management
Virginia
$467K +$16K +147 +4%
SYBT
1353
Stock Yards Bank & Trust
Kentucky
$467K +$15.4K +142 +3%
HIM
1354
Hanlon Investment Management
New Jersey
$467K +$169K +1,557 +57%
NPP
1355
New Potomac Partners
Maryland
$465K +$9.23K +85 +2%
PWM
1356
Paulson Wealth Management
Illinois
$465K +$69.4K +628 +18%
ACM
1357
Advisors Capital Management
New Jersey
$465K +$123K +1,134 +36%
OBWG
1358
Onyx Bridge Wealth Group
New York
$464K +$464K +4,278 New
LWP
1359
Lumature Wealth Partners
Georgia
$463K -$224K -2,069 -33%
FCM
1360
Firestone Capital Management
Florida
$463K – – –
BAM
1361
Berkshire Asset Management
Pennsylvania
$461K – – –
GAMC
1362
Garner Asset Management Corp
Texas
$461K – – –
KIA
1363
KCM Investment Advisors
California
$460K -$9.55K -88 -2%
WOSD
1364
WFA of San Diego
California
$458K +$458K +4,217 New
HWM
1365
Howard Wealth Management
Connecticut
$457K -$29.8K -275 -6%
CAS
1366
Cascadia Advisory Services
Oregon
$457K +$457K +4,214 New
FM
1367
Foster & Motley
Ohio
$453K -$128K -1,180 -22%
IWA
1368
Intercontinental Wealth Advisors
Texas
$453K -$47.6K -439 -10%
6M
1369
6 Meridian
Kansas
$453K +$21.9K +202 +5%
HA
1370
Harborview Advisors
Maine
$450K -$69.1K -636 -13%
BB
1371
Berkshire Bank
Massachusetts
$450K -$15.2K -140 -3%
NSIM
1372
North Star Investment Management
Illinois
$450K – – –
SWM
1373
Southern Wealth Management
Texas
$449K +$12.9K +119 +3%
QPWM
1374
Quadrant Private Wealth Management
Pennsylvania
$449K +$91.4K +842 +26%
TFS
1375
TrustCore Financial Services
Tennessee
$448K -$19.5K -180 -4%
53 54
55
56 57