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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 %
MIM
1376
Macroview Investment Management
Maryland
$458K +$37.5K +343 +9%
TFA
1377
Teamwork Financial Advisors
Texas
$457K +$457K +4,186 New
NEIRG
1378
New England Investment & Retirement Group
Massachusetts
$456K -$12K -110 -3%
IWA
1379
Intercontinental Wealth Advisors
Texas
$456K – – –
CG
1380
Caprock Group
Idaho
$455K -$25.1K -230 -5%
EP
1381
Edgestream Partners
New Jersey
$455K +$102K +936 +29%
FM
1382
Foster & Motley
Ohio
$454K – – –
VAS
1383
Vestmark Advisory Solutions
Massachusetts
$454K +$81.2K +743 +22%
BU
1384
BBVA USA
Alabama
$453K +$7.42K +68 +2%
SSWM
1385
Smith Salley Wealth Management
North Carolina
$452K -$49.1K -450 -10%
HA
1386
Harborview Advisors
Maine
$449K -$3.94K -36 -0.9%
RFWA
1387
RPg Family Wealth Advisory
Massachusetts
$447K – – –
PWM
1388
Paulson Wealth Management
Illinois
$445K -$14.5K -133 -3%
LRIA
1389
Leonard Rickey Investment Advisors
Washington
$445K +$67.3K +616 +18%
KFI
1390
Key Financial Inc
Pennsylvania
$444K – – –
MMM
1391
Mendel Money Management
Illinois
$444K +$83.1K +760 +23%
RM
1392
Resource Management
Louisiana
$439K – – –
Simplex Trading
1393
Simplex Trading
Illinois
$438K – – –
BWP
1394
Baldwin Wealth Partners
Massachusetts
$436K -$19.3K -177 -4%
AP
1395
Adero Partners
California
$435K +$6.67K +61 +2%
GWA
1396
GGM Wealth Advisors
Maryland
$435K +$184K +1,614 +74%
HCA
1397
Horan Capital Advisors
Ohio
$435K +$234K +2,148 +117%
CRCM
1398
Corbett Road Capital Management
Virginia
$434K +$4.26K +39 +1%
BB
1399
Berkshire Bank
Massachusetts
$434K +$23.5K +215 +6%
LSPW
1400
Lake Street Private Wealth
Illinois
$434K +$103K +938 +31%
54 55
56
57 58