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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
Morgan Stanley
New York
+$413M
2
PPFA
Provida Pension Fund Administrator
Chile
+$367M
3
NFA
Nationwide Fund Advisors
Ohio
+$244M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$115M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$98.9M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$892M
2
TF
Trek Financial
Arizona
-$152M
3
RJA
Raymond James & Associates
Florida
-$132M
4
AI
Atria Investments
North Carolina
-$126M
5
VWM
Venturi Wealth Management
Texas
-$107M
Name Holding Trade Value Shares
Change 		Shares
Change %
PTC
1501
Philadelphia Trust Company
Pennsylvania
$328K +$39.8K +365 +14%
EWA
1502
Evolution Wealth Advisors
Florida
$326K +$39.3K +360 +14%
NFSG
1503
Newbridge Financial Services Group
Florida
$326K +$185K +1,697 +131%
MJRIC
1504
Mogy Joel R Investment Counsel
California
$325K – – –
PWM
1505
Penobscot Wealth Management
Maine
$323K +$1.42K +13 +0.4%
IAA
1506
Independent Advisor Alliance
North Carolina
$322K +$12.9K +118 +4%
KCM
1507
Kathmere Capital Management
Pennsylvania
$322K +$36K +330 +13%
SSC
1508
Syverson Strege & Co
Iowa
$318K – – –
PWP
1509
Principle Wealth Partners
Connecticut
$318K +$15.7K +144 +5%
FFA
1510
Founders Financial Alliance
North Carolina
$317K +$34.7K +317 +12%
HCM
1511
Hodges Capital Management
Texas
$317K +$317K +2,899 New
SFP
1512
Sandbox Financial Partners
Maryland
$315K +$11.1K +102 +4%
CWM
1513
Circle Wealth Management
New Jersey
$312K – – –
BWM
1514
BCGM Wealth Management
Indiana
$312K +$7.24K +64 +2%
EP
1515
EPIQ Partners
Minnesota
$310K – – –
EBSAM
1516
Eubel Brady & Suttman Asset Management
Ohio
$308K +$102K +938 +50%
IC
1517
Innealta Capital
Texas
$306K -$167K -1,535 -35%
CWA
1518
Clearview Wealth Advisors
Oregon
$306K +$982 +9 +0.3%
CAG
1519
Curtis Advisory Group
California
$305K +$9.39K +86 +3%
BG
1520
Benedetti & Gucer
Georgia
$305K +$82.7K +758 +37%
BC
1521
Burleson & Co
California
$304K -$58.7K -537 -16%
ANBT
1522
American National Bank & Trust
Texas
$304K – – –
LAIC
1523
Lederer & Associates Investment Counsel
California
$304K – – –
RRC
1524
Relaxing Retirement Coach
Massachusetts
$304K – – –
HDIM
1525
Hanson & Doremus Investment Management
Vermont
$304K +$22.1K +202 +8%
59 60
61
62 63