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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 %
SWM
1601
Segment Wealth Management
Texas
$227K +$227K +2,090 New
FCH
1602
Freestone Capital Holdings
Washington
$226K +$7.49K +69 +3%
WAM
1603
World Asset Management
Michigan
$224K -$31.4K -284 -12%
CWP
1604
Corepath Wealth Partners
Arizona
$224K -$31K -283 -12%
LWA
1605
Lenox Wealth Advisors
New York
$224K +$6.61K +61 +3%
HCA
1606
Horan Capital Advisors
Ohio
$224K +$224K +2,064 New
EA
1607
Eclectic Associates
California
$222K +$222K +2,043 New
KF
1608
Krilogy Financial
Missouri
$221K +$221K +2,036 New
NWS
1609
Newport Wealth Strategies
California
$220K +$220K +2,026 New
B
1610
Brightworth
Georgia
$220K +$220K +2,028 New
WAM
1611
WNY Asset Management
New York
$219K +$219K +2,015 New
RWB
1612
RMR Wealth Builders
New Jersey
$218K +$20K +184 +10%
EVC
1613
Eidelman Virant Capital
Missouri
$218K +$218K +2,000 New
VAS
1614
Vestmark Advisory Solutions
Massachusetts
$218K +$218K +2,008 New
LG
1615
Leuthold Group
Minnesota
$218K +$218K +2,008 New
SL
1616
Savior LLC
Massachusetts
$217K – – –
WA1
1617
Wimmer Associates 1
California
$217K +$217K +2,000 New
BG
1618
Benedetti & Gucer
Georgia
$217K +$217K +2,003 New
RA
1619
Rodgers & Associates
Pennsylvania
$215K +$215K +1,980 New
WAG
1620
Winthrop Advisory Group
Massachusetts
$214K +$214K +1,971 New
FDS
1621
Freedom Day Solutions
Texas
$214K +$214K +1,975 New
BWP
1622
BSW Wealth Partners
Colorado
$213K -$298K -2,744 -58%
ECAM
1623
East Coast Asset Management
Massachusetts
$213K +$213K +1,958 New
MA
1624
MONECO Advisors
Connecticut
$213K +$213K +1,959 New
WFA
1625
Wipfli Financial Advisors
Wisconsin
$213K +$213K +1,959 New
63 64
65
66 67