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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 %
LBD
1351
Landsberg Bennett & Dubbaneh
Florida
$485K -$39.6K -355 -8%
LFG
1352
Larson Financial Group
Missouri
$484K -$19.6K -179 -4%
1SB
1353
1ST Source Bank
Indiana
$484K -$17.5K -160 -3%
Neuberger Berman Group
1354
Neuberger Berman Group
New York
$483K -$102K -930 -17%
FCM
1355
Firestone Capital Management
Florida
$482K – – –
GC
1356
GFG Capital
Florida
$481K -$631K -5,779 -57%
PCA
1357
Peddock Capital Advisors
Massachusetts
$481K – – –
SFG
1358
SNS Financial Group
Minnesota
$480K -$86.4K -791 -15%
HWM
1359
Howard Wealth Management
Connecticut
$480K – – –
AIFAIM
1360
American Institute for Advanced Investment Management
Arizona
$479K -$88.2K -808 -16%
RRWA
1361
Rainey & Randall Wealth Advisors
Florida
$478K -$16.2K -148 -3%
FBB
1362
Fulton Breakefield Broenniman
Maryland
$478K +$98.2K +900 +26%
SYBT
1363
Stock Yards Bank & Trust
Kentucky
$477K -$8.96K -82 -2%
ARC
1364
Advisor Resource Council
Texas
$476K -$453K -4,168 -49%
BFS
1365
Bradley Foster & Sargent
Connecticut
$473K -$8.2K -75 -2%
CCM
1366
Coldstream Capital Management
Washington
$473K +$246K +3,427 +108%
NSIM
1367
North Star Investment Management
Illinois
$470K – – –
KCM
1368
Karp Capital Management
California
$469K +$7.31K +67 +2%
LCM
1369
Leisure Capital Management
California
$469K +$32.1K +294 +7%
GAMC
1370
Garner Asset Management Corp
Texas
$465K – – –
OPWM
1371
Oxinas Partners Wealth Management
Indiana
$462K -$416K -3,806 -47%
IWN
1372
Independent Wealth Network
Iowa
$462K +$462K +3,915 New
FEG
1373
Fund Evaluation Group
Ohio
$461K -$18.6K -170 -4%
OWA
1374
One Wealth Advisors
California
$460K +$101K +926 +28%
TFS
1375
TrustCore Financial Services
Tennessee
$459K +$7.64K +70 +2%
53 54
55
56 57