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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 %
CB
1626
CNB Bank
Pennsylvania
$222K +$1.47K +13 +0.7%
BC
1627
Burney Company
Virginia
$221K +$221K +1,959 New
CI
1628
Cordant Inc
Oregon
$220K -$28.4K -252 -11%
EI
1629
Ethic Inc
New York
$220K +$1.81K +16 +0.8%
BIC
1630
Beach Investment Counsel
Pennsylvania
$218K – – –
WBC
1631
West Branch Capital
Massachusetts
$217K +$113 +1 +0.1%
SVCP
1632
Silicon Valley Capital Partners
California
$216K +$216K +1,914 New
DLCIG
1633
D.L. Carlson Investment Group
New Hampshire
$215K – – –
AC
1634
Alexandria Capital
Virginia
$214K -$45.9K -407 -18%
NIM
1635
Nicollet Investment Management
Minnesota
$213K +$213K +1,885 New
CMI
1636
Clare Market Investments
Texas
$213K +$226 +2 +0.1%
RA
1637
Riverstone Advisors
Texas
$212K -$227K -2,010 -52%
GLA
1638
Great Lakes Advisors
Illinois
$212K -$2.26K -20 -1%
PCM
1639
Princeton Capital Management
New Jersey
$212K – – –
MAA
1640
Matrix Asset Advisors
New York
$212K +$212K +1,878 New
JC
1641
Jentner Corp
Ohio
$211K +$211K +1,870 New
HCA
1642
Horan Capital Advisors
Ohio
$208K -$25.3K -224 -11%
LCM
1643
Logan Capital Management
Pennsylvania
$208K – – –
RCM
1644
Radnor Capital Management
Pennsylvania
$207K +$207K +1,836 New
BWP
1645
BSW Wealth Partners
Colorado
$206K -$15.5K -137 -7%
RC
1646
Roundview Capital
New Jersey
$206K +$206K +1,824 New
EBSAM
1647
Eubel Brady & Suttman Asset Management
Ohio
$204K -$204K -1,883 -50%
ACP
1648
Ashfield Capital Partners
California
$204K -$43.3K -384 -18%
DWM
1649
Dakota Wealth Management
Florida
$203K -$15.5K -137 -7%
DI
1650
Disciplined Investments
Oklahoma
$202K -$8.25K -73 -4%
64 65
66
67 68