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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
1
Morgan Stanley
New York
$2.46B
2
PPFA
2
Provida Pension Fund Administrator
Chile
$419M
3
NFA
3
Nationwide Fund Advisors
Ohio
$244M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$2.33B
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$1.9B

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$3.13B
2
TF
2
Trek Financial
Arizona
$8.76M
3
RJA
3
Raymond James & Associates
Florida
$697M
4
AI
4
Atria Investments
North Carolina
$26M
5
VWM
5
Venturi Wealth Management
Texas
$3.13M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
126
Planning Alternatives
Michigan
$42.8M +$2.11M +19,333 +5%
CPSAC
127
Chas P. Smith & Associates (CPS)
Florida
$41.7M +$1.71M +15,658 +4%
CAI
128
Capital Advisors Inc
Oklahoma
$41.7M +$2.26M +20,707 +6%
CI
129
Conning Inc
Connecticut
$41.6M -$3.82M -34,982 -8%
Mercer Global Advisors
130
Mercer Global Advisors
Colorado
$41.5M +$3.79M +34,678 +10%
Lazard Asset Management
131
Lazard Asset Management
New York
$41.2M -$2.9M -26,601 -7%
AAS
132
Avantax Advisory Services
Texas
$41.2M +$4.2M +38,219 +11%
Fiera Capital (Canada)
133
Fiera Capital (Canada)
Quebec, Canada
$40.4M +$274K +2,511 +0.7%
BSB
134
Bangor Savings Bank
Maine
$40.3M +$199K +1,825 +0.5%
WA
135
Wealth Architects
California
$39.3M -$2.28M -20,890 -5%
CIBC Private Wealth Group
136
CIBC Private Wealth Group
Georgia
$39M -$996K -9,123 -2%
FMWA
137
Forvis Mazars Wealth Advisors
Missouri
$38.3M +$802K +7,345 +2%
CAG
138
Crestwood Advisors Group
Massachusetts
$37.6M +$26K +238 +0.1%
KA
139
Klingman & Associates
New York
$37.2M +$2.01M +18,412 +6%
NA
140
NewEdge Advisors
Louisiana
$36.4M +$93K +852 +0.3%
JWA
141
JFS Wealth Advisors
Pennsylvania
$35.9M +$3.87M +35,403 +12%
SWP
142
Stratos Wealth Partners
Ohio
$35.9M +$873K +7,998 +2%
GBT
143
Grove Bank & Trust
Florida
$35.6M +$888K +8,129 +3%
SPC
144
Sigma Planning Corp
Michigan
$35.3M +$2.17M +19,904 +7%
SCA
145
Spearhead Capital Advisors
Florida
$34.8M +$39.1K +358 +0.1%
AFG
146
Albion Financial Group
Utah
$34.8M -$663K -6,073 -2%
5L
147
55I LLC
Massachusetts
$34.4M +$5.69M +52,086 +20%
CCM
148
Covington Capital Management
California
$34.2M +$837K +7,662 +3%
MWM
149
Mission Wealth Management
California
$34M -$1.87M -17,123 -5%
FWM
150
FFT Wealth Management
Pennsylvania
$33.8M +$199K +1,822 +0.6%
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