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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 %
EP
1626
Eudaimonia Partners
Tennessee
$216K +$216K +1,975 New
BKA
1627
Brick & Kyle Associates
Pennsylvania
$214K -$13.8K -125 -6%
CB
1628
CNB Bank
Pennsylvania
$214K – – –
CI
1629
Cordant Inc
Oregon
$214K +$656 +6 +0.3%
JSA
1630
Jacobson & Schmitt Advisors
Wisconsin
$213K -$6.1K -56 -3%
JWM
1631
JGP Wealth Management
Oregon
$213K +$213K +1,954 New
ICG
1632
InterOcean Capital Group
Tennessee
$212K +$16.2K +148 +8%
BIC
1633
Beach Investment Counsel
Pennsylvania
$211K – – –
WBC
1634
West Branch Capital
Massachusetts
$210K +$109 +1 +0.1%
SVCP
1635
Silicon Valley Capital Partners
California
$210K +$983 +9 +0.5%
DAM
1636
Derbend Asset Management
Georgia
$209K +$209K +1,913 New
CMI
1637
Clare Market Investments
Texas
$207K +$1.53K +14 +0.7%
DWP
1638
Destiny Wealth Partners
Florida
$207K -$29.1K -266 -12%
DLCIG
1639
D.L. Carlson Investment Group
New Hampshire
$207K – – –
TIA
1640
Traphagen Investment Advisors
New Jersey
$206K -$42.5K -389 -17%
GSAM
1641
Grant Street Asset Management
Pennsylvania
$206K -$3.5M -31,949 -94%
BC
1642
Burney Company
Virginia
$206K -$7.63K -70 -4%
NIM
1643
Nicollet Investment Management
Minnesota
$206K – – –
PCM
1644
Princeton Capital Management
New Jersey
$205K – – –
RA
1645
Riverstone Advisors
Texas
$205K – – –
GLA
1646
Great Lakes Advisors
Illinois
$205K +$436 +4 +0.2%
FSG
1647
Financial Strategies Group
Michigan
$202K -$13.1K -120 -6%
LCM
1648
Logan Capital Management
Pennsylvania
$201K – – –
JC
1649
Jacobs & Co
California
$200K +$200K +1,832 New
PFBT
1650
Parkside Financial Bank & Trust
Missouri
$195K – – –
64 65
66
67 68