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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 %
SAM
1426
S.A. Mason
Michigan
$394K +$44.1K +390 +13%
FBB
1427
Fulton Breakefield Broenniman
Maryland
$393K -$38.5K -341 -9%
GFPC
1428
Global Financial Private Client
Florida
$392K +$252K +2,218 +180%
AFG
1429
Allegheny Financial Group
Pennsylvania
$392K +$8.24K +73 +2%
FTUS
1430
Flow Traders U.S.
New York
$391K +$391K +3,464 New
OWM
1431
Orgel Wealth Management
Wisconsin
$388K – – –
TA
1432
TrueWealth Advisors
Alabama
$388K +$35.7K +316 +10%
FCFC
1433
First Citizens Financial Corp
Iowa
$387K -$62.3K -552 -14%
CS
1434
Cannell & Spears
New York
$387K – – –
WPP
1435
Whalerock Point Partners
Rhode Island
$385K – – –
VAS
1436
Vestmark Advisory Solutions
Massachusetts
$385K +$158K +1,404 +70%
CGFA
1437
Colton Groome Financial Advisors
North Carolina
$383K -$19.2K -170 -5%
MAP
1438
Milestone Advisory Partners
North Carolina
$383K – – –
AWA
1439
Acorn Wealth Advisors
Michigan
$382K +$564 +5 +0.1%
ACI
1440
Alpha Cubed Investments
California
$382K +$14K +124 +4%
PLU
1441
Performa Ltd (US)
South Carolina
$382K +$382K +3,378 New
VI
1442
Vestcor Inc
New Brunswick, Canada
$381K – – –
BWP
1443
Bernardo Wealth Planning
Pennsylvania
$380K +$23.6K +209 +7%
FA
1444
Fermata Advisors
California
$380K +$380K +3,362 New
IIC
1445
Ironwood Investment Counsel
Arizona
$376K -$119K -1,052 -24%
OC
1446
Oarsman Capital
Wisconsin
$376K -$37K -327 -9%
BC
1447
Burleson & Co
California
$375K -$191K -1,692 -34%
MCM
1448
Mitchell Capital Management
Kansas
$375K -$10.3K -91 -3%
CFA
1449
Camarda Financial Advisors
Florida
$375K +$87K +770 +30%
DHFB
1450
Dixon Hubard Feinour & Brown
Virginia
$374K -$547K -4,847 -59%
56 57
58
59 60