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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
1
Morgan Stanley
New York
$2.46B
2
PPFA
2
Provida Pension Fund Administrator
Chile
$419M
3
NFA
3
Nationwide Fund Advisors
Ohio
$244M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$2.33B
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$1.9B

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$3.13B
2
TF
2
Trek Financial
Arizona
$8.76M
3
RJA
3
Raymond James & Associates
Florida
$697M
4
AI
4
Atria Investments
North Carolina
$26M
5
VWM
5
Venturi Wealth Management
Texas
$3.13M
Name Holding Trade Value Shares
Change 		Shares
Change %
DI
1651
Disciplined Investments
Oklahoma
$195K +$109 +1 +0.1%
BL
1652
Balentine LLC
Georgia
$189K +$42.9K +393 +29%
LTI
1653
Laffer Tengler Investments
Tennessee
$187K +$187K +1,710 New
IRAG
1654
Investment Research & Advisory Group
Georgia
$185K – – –
GM
1655
GeoWealth Management
Illinois
$185K +$185K +1,708 New
SWM
1656
Sugarloaf Wealth Management
Georgia
$180K -$43.2K -396 -19%
BCP
1657
Blue Chip Partners
Michigan
$180K -$12.5K -114 -6%
OIA
1658
Optimum Investment Advisors
Illinois
$177K +$655 +6 +0.4%
AIA
1659
Armor Investment Advisors
North Carolina
$174K – – –
RAM
1660
Riggs Asset Management
Pennsylvania
$173K -$713K -6,536 -80%
GI
1661
Gradient Investments
Minnesota
$172K +$23K +210 +15%
FDCDDQ
1662
Federation des caisses Desjardins du Quebec
Quebec, Canada
$170K +$5.13K +47 +3%
AA
1663
Addison Advisors
Vermont
$169K – – –
FPB
1664
First PREMIER Bank
South Dakota
$168K -$54.7K -500 -25%
HWA
1665
HHM Wealth Advisors
Tennessee
$167K +$9.85K +90 +6%
WWM
1666
Wagner Wealth Management
South Carolina
$163K -$7.47K -66 -4%
CCP
1667
Clarkston Capital Partners
Michigan
$163K +$4.7K +43 +3%
WFA
1668
WestHill Financial Advisors
California
$161K +$161K +1,479 New
MCM
1669
Manchester Capital Management
Vermont
$153K – – –
LF
1670
Lee Financial
Texas
$151K +$13.2K +121 +10%
FRA
1671
Front Row Advisors
California
$150K – – –
ST
1672
Sageworth Trust
Pennsylvania
$146K – – –
TFA
1673
Transamerica Financial Advisors
Florida
$143K -$7.22K -66 -5%
LB
1674
Legacy Bridge
Iowa
$141K +$4.14K +38 +3%
GIP
1675
Granite Investment Partners
California
$139K – – –
65 66
67
68 69