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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 %
IRAG
1651
Investment Research & Advisory Group
Georgia
$163K -$14.9K -138 -8%
WWM
1652
Wagner Wealth Management
South Carolina
$163K – – –
BFC
1653
Bedel Financial Consulting
Indiana
$162K – – –
VCM
1654
Vigilant Capital Management
Maine
$161K -$108K -994 -40%
WFA
1655
WestHill Financial Advisors
California
$160K -$1.73K -16 -1%
FPB
1656
First PREMIER Bank
South Dakota
$159K +$13.5K +125 +9%
GI
1657
Gradient Investments
Minnesota
$158K -$33.8K -311 -18%
CCP
1658
Clarkston Capital Partners
Michigan
$157K – – –
HWA
1659
HHM Wealth Advisors
Tennessee
$153K +$23.4K +216 +18%
MCM
1660
Manchester Capital Management
Vermont
$152K – – –
FRA
1661
Front Row Advisors
California
$149K – – –
HFA
1662
Hoover Financial Advisors
Pennsylvania
$145K -$1.54K -14 -1%
ST
1663
Sageworth Trust
Pennsylvania
$145K – – –
BL
1664
Balentine LLC
Georgia
$145K +$434 +4 +0.3%
NFSG
1665
Newbridge Financial Services Group
Florida
$142K +$105K +968 +283%
GIP
1666
Granite Investment Partners
California
$138K – – –
PAI
1667
Pittenger & Anderson Inc
Nebraska
$138K +$20.1K +186 +17%
LB
1668
Legacy Bridge
Iowa
$136K – – –
GFPC
1669
Global Financial Private Client
Florida
$136K +$118K +1,069 +648%
HFS
1670
Horizon Financial Services
North Carolina
$134K +$3.37K +31 +3%
TAIM
1671
TD Ameritrade Investment Management
Nebraska
$132K – – –
FP
1672
Fiduciary Planning
Florida
$131K +$325 +3 +0.2%
WFA
1673
West Financial Advisors
Iowa
$121K – – –
SQA
1674
Simon Quick Advisors
New Jersey
$117K -$60.6K -560 -34%
RG
1675
Retirement Group
California
$117K +$7.29K +67 +7%
65 66
67
68 69