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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 %
AUB
1501
Atlantic Union Bankshares
Virginia
$316K -$5.42K -50 -2%
SSC
1502
Syverson Strege & Co
Iowa
$316K – – –
AP
1503
Appleton Partners
Massachusetts
$315K -$22.2K -204 -7%
MC
1504
Martin & Co
Tennessee
$314K -$63.1K -581 -17%
RWG
1505
Regal Wealth Group
California
$314K -$36.1K -333 -10%
GP
1506
Girard Partners
Pennsylvania
$312K -$156K -1,442 -33%
KTC
1507
Kistler-Tiffany Companies
Pennsylvania
$312K -$5.21K -48 -2%
DSA
1508
Droms Strauss Advisors
Missouri
$311K -$24.6K -227 -7%
DIP
1509
DT Investment Partners
Pennsylvania
$309K -$46.9K -432 -13%
BAM
1510
Barrett Asset Management
New York
$309K +$40.7K +375 +15%
CWM
1511
Circle Wealth Management
New Jersey
$309K +$70K +645 +29%
EP
1512
EPIQ Partners
Minnesota
$308K – – –
JGIA
1513
Jackson Grant Investment Advisers
Connecticut
$307K +$652 +6 +0.2%
MFS
1514
Madrona Financial Services
Washington
$307K +$307K +2,830 New
ANBT
1515
American National Bank & Trust
Texas
$306K -$8.8K -81 -3%
AIM
1516
Axiom Investment Management
New York
$306K +$136K +1,254 +80%
IWP
1517
IAG Wealth Partners
Wisconsin
$305K -$76.7K -706 -20%
CIA
1518
Compass Ion Advisors
Pennsylvania
$304K +$67.9K +626 +29%
HPA
1519
High Probability Advisors
New York
$303K – – –
EA
1520
Ellsworth Advisors
Ohio
$303K +$8.13K +75 +3%
HDIM
1521
Hanson & Doremus Investment Management
Vermont
$302K – – –
LAIC
1522
Lederer & Associates Investment Counsel
California
$302K – – –
GC
1523
Gratus Capital
Georgia
$299K +$299K +2,753 New
SWMP
1524
Signature Wealth Management Partners
New Jersey
$297K -$85.5K -787 -22%
AWM
1525
Aries Wealth Management
Maine
$296K – – –
59 60
61
62 63