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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 %
PCM
1451
Poehling Capital Management
Wisconsin
$370K -$12.8K -117 -3%
MAP
1452
Milestone Advisory Partners
North Carolina
$370K – – –
CGFA
1453
Colton Groome Financial Advisors
North Carolina
$370K – – –
GWS
1454
Glassman Wealth Services
Virginia
$369K -$54.6K -500 -13%
OC
1455
Oarsman Capital
Wisconsin
$369K +$6K +55 +2%
WCFA
1456
Walkner Condon Financial Advisors
Wisconsin
$369K +$6.71K +61 +2%
VI
1457
Vestcor Inc
New Brunswick, Canada
$368K – – –
SWM
1458
Southern Wealth Management
Texas
$364K -$35.2K -322 -9%
DWM
1459
Doyle Wealth Management
Florida
$364K +$19.1K +175 +6%
CFA
1460
Camarda Financial Advisors
Florida
$363K – – –
TA
1461
TruWealth Advisors
Louisiana
$360K -$32.2K -295 -8%
EHC
1462
Everett Harris & Co
California
$360K -$21.9K -200 -6%
AWA
1463
Acorn Wealth Advisors
Michigan
$359K -$10.9K -100 -3%
VC
1464
Vicus Capital
Pennsylvania
$358K -$31.8K -291 -8%
LOPW
1465
Live Oak Private Wealth
North Carolina
$358K +$4.26K +39 +1%
GAG
1466
GM Advisory Group
New York
$357K – – –
BFG
1467
Berger Financial Group
Minnesota
$357K – – –
IP
1468
Investment Partners
Ohio
$356K +$58.8K +538 +20%
HAIM
1469
Hunter Associates Investment Management
Pennsylvania
$356K +$356K +3,264 New
HR
1470
Hayden Royal
North Carolina
$355K -$147K -1,345 -29%
MFW
1471
Mosaic Family Wealth
Missouri
$353K +$15.7K +144 +5%
3LCM
1472
3D/L Capital Management
Connecticut
$353K +$32.9K +301 +10%
SAS
1473
Stelac Advisory Services
New York
$349K -$70.9K -650 -17%
GC
1474
Garde Capital
Washington
$348K – – –
GG
1475
GenWealth Group
New Jersey
$347K -$12.7K -116 -4%
57 58
59
60 61