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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
1
Huntington National Bank
Ohio
$245M
2
Wells Fargo
2
Wells Fargo
California
$2.46B
3
Bank of America
3
Bank of America
North Carolina
$4.16B
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$129M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$2.29B

Top Sellers

1
PPFA
1
Provida Pension Fund Administrator
Chile
$200M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$2.07B
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$1.86B
4
Osaic Holdings
4
Osaic Holdings
Arizona
$320M
5
CCMG
5
Clark Capital Management Group
Pennsylvania
$61.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
NQWM
126
Northwest Quadrant Wealth Management
Oregon
$43.1M +$1.27M +11,259 +3%
WA
127
Wealth Architects
California
$43M +$602K +5,328 +1%
FLPIM
128
F.L. Putnam Investment Management
Massachusetts
$42.4M +$2.82M +24,957 +7%
VR
129
Viridian RIA
Washington
$42.1M -$41.1M – –
PA
130
Planning Alternatives
Michigan
$42.1M +$4.88M +43,174 +13%
CA
131
Cetera Advisors
Colorado
$41.6M +$2.62M +23,232 +7%
Fiera Capital (Canada)
132
Fiera Capital (Canada)
Quebec, Canada
$41.5M -$1.93M -17,066 -4%
BSB
133
Bangor Savings Bank
Maine
$41.5M -$3.81M -33,711 -8%
Legal & General Group
134
Legal & General Group
United Kingdom
$41.5M +$6.16M +54,488 +17%
CIBC Private Wealth Group
135
CIBC Private Wealth Group
Georgia
$41.4M -$341K -3,022 -0.8%
CPSAC
136
Chas P. Smith & Associates (CPS)
Florida
$41.4M +$107K +950 +0.3%
CAI
137
Capital Advisors Inc
Oklahoma
$40.8M +$2.96M +26,187 +8%
SWM
138
SigFig Wealth Management
California
$40.5M +$681K +6,029 +2%
Rockefeller Capital Management
139
Rockefeller Capital Management
New York
$40.2M +$12.9M +114,430 +47%
CG
140
Colony Group
Massachusetts
$40.1M +$772K +6,837 +2%
AllianceBernstein
141
AllianceBernstein
Tennessee
$39.2M +$3.5M +30,959 +10%
Mercer Global Advisors
142
Mercer Global Advisors
Colorado
$39M -$1.39M -12,271 -3%
CAG
143
Crestwood Advisors Group
Massachusetts
$38.9M -$769K -6,807 -2%
FMWA
144
Forvis Mazars Wealth Advisors
Missouri
$38.8M +$831K +7,356 +2%
AAS
145
Avantax Advisory Services
Texas
$38.1M +$3.69M +32,620 +11%
TC
146
Telemus Capital
Michigan
$37.6M -$140K -1,239 -0.4%
NA
147
NewEdge Advisors
Louisiana
$37.6M +$1.41M +12,491 +4%
MWM
148
Mission Wealth Management
California
$37.1M -$1.15M -10,167 -3%
AFG
149
Albion Financial Group
Utah
$36.7M +$36.7M +324,402 New
KA
150
Klingman & Associates
New York
$36.4M +$2.58M +22,859 +8%
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