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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 %
APW
1576
Aurora Private Wealth
New Jersey
$253K -$268K -2,461 -51%
AWM
1577
Aberdeen Wealth Management
Illinois
$253K -$3.69K -34 -1%
VWA
1578
VERITY Wealth Advisors
United States
$252K +$434 +4 +0.2%
GSAM
1579
Grant Street Asset Management
Pennsylvania
$251K +$94K +867 +60%
WMA
1580
Wealth Management Associates
New Jersey
$250K – – –
PWP
1581
Principle Wealth Partners
Connecticut
$250K -$48.9K -450 -16%
AC
1582
Alexandria Capital
Virginia
$250K -$43.5K -401 -15%
SFI
1583
SPC Financial Inc
Maryland
$250K -$42.2K -388 -14%
FSG
1584
Financial Strategies Group
Michigan
$246K +$246K +2,263 New
RSS
1585
Rosenblum Silverman Sutton
California
$245K – – –
GWA
1586
GGM Wealth Advisors
Maryland
$245K +$245K +2,218 New
IC
1587
Innealta Capital
Texas
$244K -$71.9K -661 -23%
FMBTD
1588
First Midwest Bank Trust Division
Illinois
$244K – – –
MWA
1589
Meridian Wealth Advisors
Texas
$242K +$109 +1 +0%
FDCC
1590
Foster Dykema Cabot & Co
Massachusetts
$240K -$10.4K -96 -4%
CI
1591
Cordant Inc
Oregon
$239K +$326 +3 +0.1%
ACP
1592
Ashfield Capital Partners
California
$238K – – –
ACM
1593
Argent Capital Management
Missouri
$236K – – –
FPCG
1594
Fort Pitt Capital Group
Pennsylvania
$235K -$6.3K -58 -3%
MAP
1595
Moody Aldrich Partners
Massachusetts
$234K +$234K +2,160 New
VWM
1596
Vigilare Wealth Management
Arizona
$232K -$62K -572 -21%
DWP
1597
Destiny Wealth Partners
Florida
$232K -$10.2K -94 -4%
SA
1598
SRH Advisors
Kansas
$231K – – –
MCM
1599
McMillion Capital Management
North Carolina
$230K +$6.3K +58 +3%
CAMG
1600
CWA Asset Management Group
Florida
$229K +$229K +2,111 New
62 63
64
65 66