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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
$2.46B
3
Bank of America
Bank of America
North Carolina
$4.16B
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$129M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$2.29B

Top Sellers

1
PPFA
Provida Pension Fund Administrator
Chile
$200M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$2.07B
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.86B
4
Osaic Holdings
Osaic Holdings
Arizona
$320M
5
CCMG
Clark Capital Management Group
Pennsylvania
$61.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
BS
1601
Banco Santander
Spain
$235K -$229K -2,030 -49%
ACA
1602
Aptus Capital Advisors
Alabama
$235K +$225K +1,998 +2,351%
NSAM
1603
North Star Asset Management
Wisconsin
$235K +$235K +2,077 New
IWP
1604
IAG Wealth Partners
Wisconsin
$234K -$84.2K -743 -26%
WC
1605
Weil Company
California
$234K -$44.7K -395 -16%
GWA
1606
GGM Wealth Advisors
Maryland
$234K -$2.45K -23 -1%
LCM
1607
LVM Capital Management
Michigan
$234K +$22.6K +200 +11%
TCWM
1608
Total Clarity Wealth Management
Illinois
$234K +$41.9K +371 +22%
BKA
1609
Brick & Kyle Associates
Pennsylvania
$233K +$233K +2,068 New
FP
1610
Financial Perspectives
Minnesota
$232K -$21.6M -191,155 -99%
CH
1611
Canton Hathaway
Rhode Island
$231K -$107K -941 -32%
EA
1612
Eclectic Associates
California
$231K – – –
SWM
1613
Sugarloaf Wealth Management
Georgia
$231K +$66.6K +590 +40%
BG
1614
Benedetti & Gucer
Georgia
$230K +$4.06K +36 +2%
FDS
1615
Freedom Day Solutions
Texas
$230K +$7.22K +64 +3%
FPB
1616
First PREMIER Bank
South Dakota
$230K +$64.4K +570 +39%
WAM
1617
WNY Asset Management
New York
$228K – – –
JSA
1618
Jacobson & Schmitt Advisors
Wisconsin
$227K -$37.5K -332 -14%
LWA
1619
Lenox Wealth Advisors
New York
$227K -$6.9K -61 -3%
MWPCG
1620
Measured Wealth Private Client Group
New Hampshire
$227K +$227K +2,009 New
SL
1621
Savior LLC
Massachusetts
$226K -$113 -1 -0.1%
EVC
1622
Eidelman Virant Capital
Missouri
$226K – – –
TCBWMS
1623
Texas Capital Bank Wealth Management Services
Texas
$226K +$226K +2,002 New
RWB
1624
RMR Wealth Builders
New Jersey
$225K -$1.69K -15 -0.7%
FSG
1625
Financial Strategies Group
Michigan
$223K -$32.9K -291 -13%
63 64
65
66 67