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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 %
IFS
1551
Ifrah Financial Services
Arkansas
$277K +$219 +2 +0.1%
VPIM
1552
Vanguard Personalized Indexing Management
California
$275K +$275K +2,514 New
NEWAS
1553
N.E.W. Advisory Services
Wisconsin
$274K -$42.6K -390 -13%
EFG
1554
Everhart Financial Group
Ohio
$274K +$274K +2,508 New
3AM
1555
3EDGE Asset Management
Florida
$273K +$273K +2,501 New
TW
1556
TrinityPoint Wealth
Connecticut
$272K -$36K -330 -12%
PIFP
1557
Partners in Financial Planning
Virginia
$271K -$4.48K -41 -2%
VWA
1558
VERITY Wealth Advisors
United States
$270K – – –
HBWM
1559
Hollow Brook Wealth Management
New York
$270K – – –
ACM
1560
Argent Capital Management
Missouri
$270K – – –
FVCM
1561
F&V Capital Management
Florida
$268K – – –
BST
1562
Bath Savings Trust
Maine
$268K – – –
TAM
1563
Tealwood Asset Management
Minnesota
$268K +$268K +2,458 New
SWMP
1564
Signature Wealth Management Partners
New Jersey
$267K -$4.04K -37 -1%
TB
1565
Terril Brothers
Missouri
$267K – – –
SFA
1566
Sequoia Financial Advisors
Ohio
$266K -$2.67M -24,536 -91%
AWM
1567
Activest Wealth Management
Florida
$266K +$89.9K +825 +51%
WAM
1568
Weatherly Asset Management
California
$266K +$266K +2,432 New
SSA
1569
Schonfeld Strategic Advisors
New York
$266K +$266K +2,438 New
LSA
1570
Lion Street Advisors
Texas
$263K +$254K +2,343 +2,929%
NB
1571
Nicolet Bankshares
Wisconsin
$262K – – –
Toronto Dominion Bank
1572
Toronto Dominion Bank
Ontario, Canada
$262K – – –
CK
1573
Cohen Klingenstein
New York
$262K – – –
IC
1574
Iconiq Capital
California
$262K +$1.75K +16 +0.7%
RA
1575
Rodgers & Associates
Pennsylvania
$262K +$10.8K +99 +4%
61 62
63
64 65