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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 %
PAM
1551
Palisade Asset Management
Minnesota
$277K +$22.5K +207 +9%
FA
1552
FC Advisory
Pennsylvania
$276K -$13K -120 -5%
IFS
1553
Ifrah Financial Services
Arkansas
$275K -$24.9K -229 -8%
SAM
1554
Secure Asset Management
Michigan
$275K – – –
RMCM
1555
Reynders McVeigh Capital Management
Massachusetts
$275K +$275K +2,530 New
TAM
1556
Tealwood Asset Management
Minnesota
$273K +$978 +9 +0.4%
HBWM
1557
Hollow Brook Wealth Management
New York
$269K – – –
HGWM
1558
Horst & Graben Wealth Management
Oregon
$268K +$3.8K +35 +1%
3LCM
1559
3D/L Capital Management
Connecticut
$268K +$268K +2,466 New
WC
1560
Weil Company
California
$267K -$36K -332 -12%
BST
1561
Bath Savings Trust
Maine
$267K – – –
HIA
1562
Harbor Investment Advisory
Maryland
$266K +$19.6K +181 +8%
TB
1563
Terril Brothers
Missouri
$265K – – –
SGCA
1564
Steel Grove Capital Advisors
Tennessee
$264K -$37K -340 -12%
SLG
1565
Stanley-Laman Group
Pennsylvania
$262K -$59.1K -544 -18%
KCM
1566
Kathmere Capital Management
Pennsylvania
$261K -$2.94K -27 -1%
QWM
1567
QP Wealth Management
New Jersey
$260K -$21.7K -200 -8%
CK
1568
Cohen Klingenstein
New York
$260K – – –
NB
1569
Nicolet Bankshares
Wisconsin
$260K – – –
CIS
1570
Connors Investor Services
Pennsylvania
$260K +$260K +2,394 New
IC
1571
Iconiq Capital
California
$259K +$544 +5 +0.2%
FNBTCON
1572
First National Bank & Trust Co of Newtown
Pennsylvania
$257K – – –
MAG
1573
MRA Advisory Group
New Jersey
$256K -$28.5K -263 -10%
JLBC
1574
J.L. Bainbridge & Co
Florida
$255K – – –
JSA
1575
Jacobson & Schmitt Advisors
Wisconsin
$254K +$254K +2,343 New
61 62
63
64 65