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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
+$475M
2
Bank of America
Bank of America
North Carolina
+$383M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$243M
4
Morgan Stanley
Morgan Stanley
New York
+$167M
5
PPFA
Provida Pension Fund Administrator
Chile
+$162M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$689M
2
FCAS
First Command Advisory Services
Texas
-$176M
3
Citigroup
Citigroup
New York
-$150M
4
HNB
Huntington National Bank
Ohio
-$114M
5
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
-$108M
Name Holding Trade Value Shares
Change 		Shares
Change %
IFWM
1476
Institute for Wealth Management
Colorado
$336K +$336K +3,094 New
TA
1477
TrueWealth Advisors
Alabama
$334K +$334K +3,115 New
DP
1478
Dearborn Partners
Illinois
$333K – – –
MFW
1479
Mosaic Family Wealth
Missouri
$332K -$9.22K -85 -3%
Jane Street
1480
Jane Street
New York
$331K -$2.59M -23,851 -89%
OWA
1481
One Wealth Advisors
California
$331K +$19.8K +183 +6%
TWA
1482
TCI Wealth Advisors
Arizona
$330K -$4.56K -42 -1%
MMA
1483
Miracle Mile Advisors
California
$328K -$37.5K -345 -10%
SCM
1484
Shelton Capital Management
Colorado
$326K -$250K -2,300 -43%
SG Americas Securities
1485
SG Americas Securities
New York
$326K – – –
WB
1486
Webster Bank
Connecticut
$326K – – –
GC
1487
Garde Capital
Washington
$326K +$7.15K +66 +2%
DA
1488
Detalus Advisors
Missouri
$326K +$59.8K +551 +22%
NIC
1489
Northwest Investment Counselors
Oregon
$325K – – –
IC
1490
Intersect Capital
California
$325K +$16.4K +151 +5%
APC
1491
Aspire Private Capital
North Carolina
$324K -$6.94K -64 -2%
CH
1492
Canton Hathaway
Rhode Island
$324K +$22.7K +209 +8%
MJRIC
1493
Mogy Joel R Investment Counsel
California
$323K – – –
WCFA
1494
Walkner Condon Financial Advisors
Wisconsin
$323K +$37.7K +348 +13%
CWM
1495
Collaborative Wealth Management
Florida
$323K +$323K +2,998 New
BI
1496
Blooom Inc
Kansas
$322K +$155K +616 +92%
FPWM
1497
FSB Premier Wealth Management
Iowa
$321K -$409K -3,780 -56%
TW
1498
TrinityPoint Wealth
Connecticut
$320K -$23.3K -215 -7%
AWA
1499
Alta Wealth Advisors
Massachusetts
$320K +$1.63K +15 +0.5%
MWM
1500
Madison Wealth Management
Ohio
$318K -$7.92K -73 -2%
58 59
60
61 62