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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 %
FF
1426
FourThought Financial
Florida
$401K -$11.7K -107 -3%
KFS
1427
Kelly Financial Services
Massachusetts
$401K -$43.9M -402,353 -99%
6M
1428
6 Meridian
Kansas
$398K -$51.7K -474 -11%
SAM
1429
Seelaus Asset Management
New Jersey
$397K +$15.4K +141 +4%
ACP
1430
Arcus Capital Partners
Georgia
$394K – – –
IIC
1431
Ironwood Investment Counsel
Arizona
$394K +$30.4K +279 +8%
AI
1432
AXS Investments
New York
$394K +$394K +3,611 New
B
1433
Brightworth
Georgia
$392K +$82.3K +755 +27%
OWA
1434
Octavia Wealth Advisors
Ohio
$390K -$8.85K -81 -2%
TA
1435
TrueWealth Advisors
Alabama
$388K +$13.5K +124 +4%
AFAS
1436
Acorn Financial Advisory Services
Virginia
$385K -$34.5K -317 -8%
PCMK
1437
Paragon Capital Management (Kansas)
Kansas
$385K -$9.82K -90 -2%
WFA
1438
Wells Financial Advisors
Massachusetts
$384K -$193K -1,765 -33%
HFG
1439
Heron Financial Group
New York
$383K -$218 -2 -0.1%
NCG
1440
Newport Capital Group
New Jersey
$383K – – –
SAM
1441
S.A. Mason
Michigan
$381K – – –
AFG
1442
Allegheny Financial Group
Pennsylvania
$381K +$1.53K +14 +0.4%
LWP
1443
Lumature Wealth Partners
Georgia
$380K -$4.58K -42 -1%
MAA
1444
Matrix Asset Advisors
New York
$378K +$173K +1,587 +85%
SFP
1445
Shepherd Financial Partners
Massachusetts
$378K +$378K +3,458 New
AIA
1446
Angeles Investment Advisors
California
$377K +$377K +3,455 New
OWM
1447
Orgel Wealth Management
Wisconsin
$375K – – –
BWP
1448
Bernardo Wealth Planning
Pennsylvania
$375K +$8.17K +75 +2%
CS
1449
Cannell & Spears
New York
$374K – – –
SFG
1450
Sovereign Financial Group
Connecticut
$371K -$44.9K -412 -11%
56 57
58
59 60