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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
$2.19B
2
Bank of America
Bank of America
North Carolina
$3.84B
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$2.18B
4
Morgan Stanley
Morgan Stanley
New York
$2.07B
5
PPFA
Provida Pension Fund Administrator
Chile
$570M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$2.68B
2
FCAS
First Command Advisory Services
Texas
$996M
3
Citigroup
Citigroup
New York
$169M
4
HNB
Huntington National Bank
Ohio
$195M
5
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
$115M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAPTRUST Financial Advisors
126
CAPTRUST Financial Advisors
North Carolina
$43.5M -$1.23M -11,374 -3%
BSB
127
Bangor Savings Bank
Maine
$43.5M -$4.52M -41,677 -9%
PI
128
PFS Investments
Georgia
$43.3M +$7.63M +70,305 +21%
Fiera Capital (Canada)
129
Fiera Capital (Canada)
Quebec, Canada
$41.8M +$7.33M +67,558 +21%
VR
130
Viridian RIA
Washington
$41.1M -$35.1M -381,582 Closed
WA
131
Wealth Architects
California
$40.7M -$4.11M -37,863 -9%
NQWM
132
Northwest Quadrant Wealth Management
Oregon
$40.3M +$849K +7,826 +2%
CIBC Private Wealth Group
133
CIBC Private Wealth Group
Georgia
$40.1M +$106K +980 +0.3%
CPSAC
134
Chas P. Smith & Associates (CPS)
Florida
$39.7M +$690K +6,361 +2%
Cetera Investment Advisers
135
Cetera Investment Advisers
Illinois
$39.5M -$7.48M -68,912 -16%
Mercer Global Advisors
136
Mercer Global Advisors
Colorado
$38.8M +$36.4M +335,518 +1,503%
SWM
137
SigFig Wealth Management
California
$38.3M -$758K -6,983 -2%
CAG
138
Crestwood Advisors Group
Massachusetts
$38.1M -$387K -3,564 -1%
FLPIM
139
F.L. Putnam Investment Management
Massachusetts
$38M +$2.61M +24,043 +7%
CG
140
Colony Group
Massachusetts
$37.8M -$3.43M -31,640 -8%
MAFM
141
Mid Atlantic Financial Management
Pennsylvania
$37.6M +$57.7K +532 +0.2%
BF
142
BOK Financial
Oklahoma
$37.5M +$399K +3,673 +1%
CA
143
Cetera Advisors
Colorado
$37.4M -$1.8M -16,561 -5%
TC
144
Telemus Capital
Michigan
$36.9M -$80.5K -728 -0.2%
MWM
145
Mission Wealth Management
California
$36.7M -$1.83M -16,831 -5%
NSLI
146
Nan Shan Life Insurance
Taiwan
$36.7M +$6.51M +60,000 +22%
FMWA
147
Forvis Mazars Wealth Advisors
Missouri
$36.5M +$5.25M +48,376 +17%
CAI
148
Capital Advisors Inc
Oklahoma
$36.4M +$23.5M +216,819 +184%
PA
149
Planning Alternatives
Michigan
$35.7M +$6.55M +60,388 +22%
NA
150
NewEdge Advisors
Louisiana
$34.7M +$6.46M +59,510 +23%
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