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iShares Core S&P Small-Cap ETF
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Overview Fund Activity

1,809 hedge funds and large institutions have $48.7B invested in iShares Core S&P Small-Cap ETF in 2021 Q2 according to their latest regulatory filings, with 98 funds opening new positions, 884 increasing their positions, 638 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,809
Holders Change
+24
Holders Change %
+1.34%
% of All Funds
31.58%
Holding in Top 10
326
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-4.96%
% of All Funds
5.69%
New
98
Increased
884
Reduced
638
Closed
53
Calls
$293M
Puts
$123M
Net Calls
+$170M
Net Calls Change
+$257M

Top Buyers

1
HNB
Huntington National Bank
Ohio
+$245M
2
Wells Fargo
Wells Fargo
California
+$176M
3
Bank of America
Bank of America
North Carolina
+$164M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$128M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$104M

Top Sellers

1
PPFA
Provida Pension Fund Administrator
Chile
-$1.37B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$722M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$414M
4
Osaic Holdings
Osaic Holdings
Arizona
-$293M
5
CCMG
Clark Capital Management Group
Pennsylvania
-$182M
Name Holding Trade Value Shares
Change 		Shares
Change %
PGA
1401
Portland Global Advisors
Maine
$421K – – –
SRC
1402
Sage Rhino Capital
California
$419K +$13.2K +117 +3%
SG Americas Securities
1403
SG Americas Securities
New York
$418K +$79.1K +700 +23%
Geode Capital Management
1404
Geode Capital Management
Massachusetts
$416K – – –
ANB
1405
Amarillo National Bank
Texas
$416K – – –
HPA
1406
High Probability Advisors
New York
$416K +$100K +886 +32%
SFG
1407
Sovereign Financial Group
Connecticut
$414K – – –
LA
1408
Latitude Advisors
Florida
$414K +$55.8K +494 +16%
OWA
1409
Octavia Wealth Advisors
Ohio
$412K -$82.4K -730 -17%
PCM
1410
Palisade Capital Management
New Jersey
$412K -$2.49K -22 -0.6%
PCMK
1411
Paragon Capital Management (Kansas)
Kansas
$409K – – –
ACP
1412
Arcus Capital Partners
Georgia
$408K -$4.07K -36 -1%
SWM
1413
Southern Wealth Management
Texas
$407K -$53.7K -482 -12%
TA
1414
TruWealth Advisors
Louisiana
$405K +$25.4K +225 +7%
VC
1415
Vicus Capital
Pennsylvania
$403K -$56.9M -504,445 -99%
CWM
1416
Chesapeake Wealth Management
Virginia
$402K -$3.39K -30 -0.8%
EBA
1417
Eagle Bay Advisors
New York
$402K +$402K +3,361 New
GWM
1418
Gray Wealth Management
Maine
$399K -$22.4K -198 -5%
LWP
1419
Lumature Wealth Partners
Georgia
$398K -$83.8K -742 -17%
NCG
1420
Newport Capital Group
New Jersey
$397K -$4.98K -44 -1%
PCM
1421
Poehling Capital Management
Wisconsin
$397K +$5.66K +50 +1%
HFG
1422
Heron Financial Group
New York
$397K +$10.4K +92 +3%
IC
1423
Intersect Capital
California
$396K +$57.7K +510 +17%
EHC
1424
Everett Harris & Co
California
$395K -$105K -929 -21%
SAM
1425
Seelaus Asset Management
New Jersey
$395K -$2.71K -24 -0.7%
55 56
57
58 59