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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
Huntington National Bank
Ohio
+$245M
2
Wells Fargo
Wells Fargo
California
+$176M
3
Bank of America
Bank of America
North Carolina
+$164M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$128M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$104M

Top Sellers

1
PPFA
Provida Pension Fund Administrator
Chile
-$1.37B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$722M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$414M
4
Osaic Holdings
Osaic Holdings
Arizona
-$293M
5
CCMG
Clark Capital Management Group
Pennsylvania
-$182M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIM
1501
Axiom Investment Management
New York
$321K – – –
EP
1502
EPIQ Partners
Minnesota
$321K – – –
B
1503
Brightworth
Georgia
$321K +$91.9K +814 +40%
IAA
1504
Independent Advisor Alliance
North Carolina
$320K -$382K -3,381 -54%
IIM
1505
Ipswich Investment Management
Massachusetts
$320K +$13.8K +122 +4%
TW
1506
TrinityPoint Wealth
Connecticut
$319K -$14.1K -125 -4%
CWA
1507
Clearview Wealth Advisors
Oregon
$316K -$68.6K -607 -18%
RRC
1508
Relaxing Retirement Coach
Massachusetts
$315K -$96.2K -851 -23%
SFP
1509
Sandbox Financial Partners
Maryland
$315K +$315K +2,787 New
ANBT
1510
American National Bank & Trust
Texas
$314K -$3.95K -35 -1%
LAIC
1511
Lederer & Associates Investment Counsel
California
$314K – – –
FPCG
1512
Fort Pitt Capital Group
Pennsylvania
$314K +$69.4K +614 +28%
IC
1513
Inscription Capital
Texas
$313K -$2.37M -20,924 -88%
AP
1514
Appleton Partners
Massachusetts
$313K -$14.1K -125 -4%
KTC
1515
Kistler-Tiffany Companies
Pennsylvania
$313K -$12.3K -109 -4%
PAM
1516
Palisade Asset Management
Minnesota
$313K +$24.2K +214 +8%
PWP
1517
Principle Wealth Partners
Connecticut
$313K +$52.7K +466 +20%
EA
1518
Ellsworth Advisors
Ohio
$310K -$5.76K -51 -2%
HGWM
1519
Horst & Graben Wealth Management
Oregon
$310K +$31.2K +277 +11%
RWG
1520
Regal Wealth Group
California
$308K -$18.9K -167 -6%
IP
1521
Investment Partners
Ohio
$307K – – –
CAG
1522
Curtis Advisory Group
California
$306K – – –
DMC
1523
Drexel Morgan & Co
Pennsylvania
$305K – – –
NAG
1524
Northstar Advisory Group
New Jersey
$304K -$2.12M -18,800 -87%
CIA
1525
Compass Ion Advisors
Pennsylvania
$304K -$12K -106 -4%
59 60
61
62 63