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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 %
PC
1401
Port Capital
Illinois
$409K +$217 +2 +0.1%
BRWM
1402
B. Riley Wealth Management
Tennessee
$409K +$136K +1,252 +50%
TW
1403
Transform Wealth
Colorado
$408K +$4.13K +38 +1%
GIA
1404
Guyasuta Investment Advisors
Pennsylvania
$408K +$16.3K +150 +4%
EBSAM
1405
Eubel Brady & Suttman Asset Management
Ohio
$408K +$408K +3,766 New
DDC
1406
DF Dent & Co
Maryland
$406K +$406K +3,744 New
NEWAS
1407
N.E.W. Advisory Services
Wisconsin
$405K -$367K -3,326 -48%
GWM
1408
Gray Wealth Management
Maine
$405K – – –
SAS
1409
Stelac Advisory Services
New York
$405K +$15.7K +145 +4%
PGA
1410
Portland Global Advisors
Maine
$404K -$3.04K -28 -0.7%
MIM
1411
Macroview Investment Management
Maryland
$404K +$51.7K +477 +15%
AIA
1412
Alera Investment Advisors
Illinois
$403K -$16.3K -150 -4%
NEIRG
1413
New England Investment & Retirement Group
Massachusetts
$402K – – –
AIFAIM
1414
American Institute for Advanced Investment Management
Arizona
$401K +$1.52K +14 +0.4%
PCMK
1415
Paragon Capital Management (Kansas)
Kansas
$401K +$401K +3,617 New
ANB
1416
Amarillo National Bank
Texas
$400K – – –
TWA
1417
TPB Wealth Advisors
Texas
$400K – – –
CIAS
1418
CBIZ Investment Advisory Services
Ohio
$399K -$411K – –
PCM
1419
Palisade Capital Management
New Jersey
$398K +$28.9K +266 +8%
BWP
1420
Baldwin Wealth Partners
Massachusetts
$398K +$45.6K +420 +13%
OC
1421
Oarsman Capital
Wisconsin
$397K -$257K -2,366 -39%
ACP
1422
Arcus Capital Partners
Georgia
$396K -$96.9K -892 -20%
RRC
1423
Relaxing Retirement Coach
Massachusetts
$395K -$989K -9,109 -71%
CWP
1424
CFM Wealth Partners
Texas
$395K +$130K +1,203 +49%
KFS
1425
Kelly Financial Services
Massachusetts
$395K +$259K +2,385 +190%
55 56
57
58 59