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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 %
QTM
1426
qPULA Trading Management
New York
$391K +$391K +3,600 New
SRC
1427
Sage Rhino Capital
California
$390K – – –
CWM
1428
Chesapeake Wealth Management
Virginia
$389K -$103K -949 -21%
CGFA
1429
Colton Groome Financial Advisors
North Carolina
$386K -$77K -710 -17%
NCG
1430
Newport Capital Group
New Jersey
$386K – – –
SAM
1431
Seelaus Asset Management
New Jersey
$382K -$112K -1,035 -23%
HFG
1432
Heron Financial Group
New York
$377K +$2.86K +26 +0.8%
PCM
1433
Poehling Capital Management
Wisconsin
$376K +$376K +3,460 New
OWM
1434
Orgel Wealth Management
Wisconsin
$372K – – –
CS
1435
Cannell & Spears
New York
$372K – – –
Fisher Asset Management
1436
Fisher Asset Management
Washington
$371K -$238K -2,194 -39%
MCM
1437
Mitchell Capital Management
Kansas
$370K -$3.91K -36 -1%
WPP
1438
Whalerock Point Partners
Rhode Island
$370K +$109 +1 +0%
CWA
1439
Clearview Wealth Advisors
Oregon
$369K -$12.5K -115 -3%
AFG
1440
Allegheny Financial Group
Pennsylvania
$369K +$868 +8 +0.2%
KCA
1441
Karn Couzens & Associates
Connecticut
$369K +$58.1K +535 +19%
MAP
1442
Milestone Advisory Partners
North Carolina
$367K – – –
AWA
1443
Acorn Wealth Advisors
Michigan
$367K +$2.17K +20 +0.6%
TWM
1444
Titus Wealth Management
California
$367K +$5.87K +54 +2%
VI
1445
Vestcor Inc
New Brunswick, Canada
$366K -$54.3K -500 -13%
TCM
1446
TD Capital Management
Tennessee
$366K +$95.8K +882 +35%
TA
1447
TruWealth Advisors
Louisiana
$365K -$4.02K -37 -1%
TW
1448
Towerpoint Wealth
California
$364K -$16.8K -155 -4%
FAM
1449
Formidable Asset Management
Ohio
$361K -$7.8K -71 -2%
KFI
1450
Key Financial Inc
Pennsylvania
$357K -$22.6K -208 -6%
56 57
58
59 60