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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
$2.46B
2
PPFA
Provida Pension Fund Administrator
Chile
$419M
3
NFA
Nationwide Fund Advisors
Ohio
$244M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$2.33B
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.9B

Top Sellers

1
Bank of America
Bank of America
North Carolina
$3.13B
2
TF
Trek Financial
Arizona
$8.76M
3
RJA
Raymond James & Associates
Florida
$697M
4
AI
Atria Investments
North Carolina
$26M
5
VWM
Venturi Wealth Management
Texas
$3.13M
Name Holding Trade Value Shares
Change 		Shares
Change %
PIM
1576
Progressive Investment Management
Oregon
$262K +$262K +2,400 New
PP
1577
Patten & Patten
Tennessee
$261K -$10.9K -100 -4%
RWB
1578
RMR Wealth Builders
New Jersey
$261K +$43.2K +395 +20%
MPW
1579
Monterey Private Wealth
California
$260K -$22.9K -206 -8%
PP
1580
Prosperity Planning
Missouri
$260K -$12.6K -115 -5%
SLG
1581
Stanley-Laman Group
Pennsylvania
$260K -$5.24K -48 -2%
FNBTCON
1582
First National Bank & Trust Co of Newtown
Pennsylvania
$259K – – –
JLBC
1583
J.L. Bainbridge & Co
Florida
$256K – – –
SFI
1584
SPC Financial Inc
Maryland
$251K -$981 -9 -0.4%
GHAM
1585
Gilman Hill Asset Management
Connecticut
$251K +$9.05K +83 +4%
CIS
1586
Connors Investor Services
Pennsylvania
$247K -$14.2K -130 -5%
MAG
1587
MRA Advisory Group
New Jersey
$247K – – –
BCM
1588
BlueCrest Capital Management
Jersey
$245K -$37K -338 -13%
CWP
1589
Corepath Wealth Partners
Arizona
$245K -$5.24K -47 -2%
MWA
1590
Meridian Wealth Advisors
Texas
$244K +$109 +1 +0%
CCP
1591
Cardan Capital Partners
Colorado
$243K – – –
AAP
1592
Arax Advisory Partners
Colorado
$241K -$5.46K -50 -2%
SCM
1593
Schnieders Capital Management
California
$241K – – –
WAG
1594
Winthrop Advisory Group
Massachusetts
$238K -$7.74K -71 -3%
CCIA
1595
Cherry Creek Investment Advisors
Colorado
$238K +$437 +4 +0.2%
CTA
1596
Colonial Trust Advisors
South Carolina
$237K -$54.6K -499 -19%
MAP
1597
Moody Aldrich Partners
Massachusetts
$236K – – –
AP
1598
Advisor Partners
California
$235K +$235K +2,155 New
FPCG
1599
Fort Pitt Capital Group
Pennsylvania
$234K -$68.9K -632 -23%
EA
1600
Ellsworth Advisors
Ohio
$233K -$67K -613 -22%
62 63
64
65 66