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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 %
BS
1376
Banco Santander
Spain
$446K -$301K -2,770 -40%
RBFC
1377
Roman Butler Fullerton & Co
Missouri
$443K +$39.8K +360 +10%
FFA
1378
Founders Financial Alliance
North Carolina
$439K +$12.9K +117 +3%
HT
1379
Heritage Trust
Oklahoma
$438K +$23K +212 +6%
ST
1380
Sabal Trust
Florida
$438K +$438K +4,038 New
LCM
1381
Leisure Capital Management
California
$434K – – –
EP
1382
Edgestream Partners
New Jersey
$433K -$2.1M -19,388 -83%
RM
1383
Resource Management
Louisiana
$433K +$2.17K +20 +0.5%
FCFC
1384
First Citizens Financial Corp
Iowa
$432K -$8.47K -78 -2%
GAM
1385
Gemmer Asset Management
California
$432K +$432K +3,978 New
AP
1386
Adero Partners
California
$431K -$48K -442 -10%
PG
1387
Proffitt & Goodson
Tennessee
$429K -$137K -1,265 -24%
TIA
1388
Traphagen Investment Advisors
New Jersey
$429K -$175K -1,613 -29%
CG
1389
Caprock Group
Idaho
$425K -$85.8K -791 -17%
WC
1390
Woodstock Corp
Massachusetts
$423K -$94K -865 -18%
RA
1391
Riverstone Advisors
Texas
$422K +$422K +3,889 New
AFAS
1392
Acorn Financial Advisory Services
Virginia
$421K +$35.6K +328 +9%
GWS
1393
Glassman Wealth Services
Virginia
$420K – – –
SSWM
1394
Smith Salley Wealth Management
North Carolina
$419K -$126K -1,159 -23%
SW
1395
StrongBox Wealth
Missouri
$416K +$416K +3,830 New
LRIA
1396
Leonard Rickey Investment Advisors
Washington
$415K +$10.8K +99 +3%
FBB
1397
Fulton Breakefield Broenniman
Maryland
$415K +$55.2K +508 +15%
SFG
1398
Sovereign Financial Group
Connecticut
$414K -$760 -7 -0.2%
FF
1399
FourThought Financial
Florida
$412K -$54.5K -502 -12%
BP
1400
BBR Partners
New York
$411K – – –
54 55
56
57 58