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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 %
MPW
1551
Monterey Private Wealth
California
$287K – – –
IFS
1552
Ifrah Financial Services
Arkansas
$286K – – –
PIFP
1553
Partners in Financial Planning
Virginia
$285K +$285K +2,526 New
HIA
1554
Harbor Investment Advisory
Maryland
$284K +$6.44K +57 +2%
VWM
1555
Vigilare Wealth Management
Arizona
$284K +$42.1K +372 +17%
PP
1556
Prosperity Planning
Missouri
$282K -$13.9K -123 -5%
PP
1557
Patten & Patten
Tennessee
$281K -$11.2K -99 -4%
SWMP
1558
Signature Wealth Management Partners
New Jersey
$280K -$28.6K -253 -9%
HBWM
1559
Hollow Brook Wealth Management
New York
$280K – – –
VWA
1560
VERITY Wealth Advisors
United States
$280K +$17K +150 +6%
BI
1561
Blooom Inc
Kansas
$279K -$74K -269 -21%
ACM
1562
Argent Capital Management
Missouri
$279K +$32.8K +290 +13%
BST
1563
Bath Savings Trust
Maine
$278K – – –
FVCM
1564
F&V Capital Management
Florida
$277K +$277K +2,450 New
TB
1565
Terril Brothers
Missouri
$276K – – –
SLG
1566
Stanley-Laman Group
Pennsylvania
$275K +$2.38K +21 +0.9%
Toronto Dominion Bank
1567
Toronto Dominion Bank
Ontario, Canada
$271K -$600K -5,317 -69%
NB
1568
Nicolet Bankshares
Wisconsin
$271K – – –
CK
1569
Cohen Klingenstein
New York
$271K – – –
CIS
1570
Connors Investor Services
Pennsylvania
$270K – – –
FMBTD
1571
First Midwest Bank Trust Division
Illinois
$270K +$15.7K +139 +6%
IC
1572
Iconiq Capital
California
$269K – – –
FNBTCON
1573
First National Bank & Trust Co of Newtown
Pennsylvania
$268K – – –
JLBC
1574
J.L. Bainbridge & Co
Florida
$265K – – –
VWM
1575
Valley Wealth Managers
New Jersey
$265K +$265K +2,345 New
61 62
63
64 65