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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 %
SIM
1401
Sadoff Investment Management
Wisconsin
$433K +$87.3K +800 +25%
SNB
1402
Security National Bank
Nebraska
$432K +$432K +3,955 New
ZB
1403
Zions Bancorporation
Utah
$426K -$29.7K -272 -7%
TCM
1404
TD Capital Management
Tennessee
$425K +$11.2K +103 +3%
CIA
1405
Compass Ion Advisors
Pennsylvania
$424K +$130K +1,191 +44%
LWM
1406
Lyell Wealth Management
California
$423K -$76.5K -700 -15%
PCA
1407
Pallas Capital Advisors
Massachusetts
$419K -$211K -1,787 -33%
APG
1408
Abacus Planning Group
South Carolina
$419K – – –
KCA
1409
Karn Couzens & Associates
Connecticut
$417K +$2.73K +25 +0.7%
IC
1410
Intersect Capital
California
$416K +$33.3K +305 +9%
BP
1411
BBR Partners
New York
$415K – – –
FA
1412
Fermata Advisors
California
$415K +$48.3K +443 +13%
MWM
1413
Madison Wealth Management
Ohio
$415K +$89.4K +819 +27%
CWP
1414
CFM Wealth Partners
Texas
$412K – – –
PC
1415
Port Capital
Illinois
$412K +$545 +5 +0.1%
BTWM
1416
Baker Tilly Wealth Management
Wisconsin
$409K -$1.82M -16,659 -82%
GIA
1417
Guyasuta Investment Advisors
Pennsylvania
$408K – – –
FDCC
1418
Foster Dykema Cabot & Co
Massachusetts
$408K +$167K +1,525 +69%
PGA
1419
Portland Global Advisors
Maine
$406K – – –
SRC
1420
Sage Rhino Capital
California
$405K – – –
HT
1421
Heritage Trust
Oklahoma
$404K -$36.9K -338 -8%
PCM
1422
Palisade Capital Management
New Jersey
$404K +$5.79K +53 +1%
Geode Capital Management
1423
Geode Capital Management
Massachusetts
$403K -$416K – –
ANB
1424
Amarillo National Bank
Texas
$403K +$764 +7 +0.2%
HPA
1425
High Probability Advisors
New York
$402K – – –
55 56
57
58 59