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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
$2.19B
2
Bank of America
Bank of America
North Carolina
$3.84B
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$2.18B
4
Morgan Stanley
Morgan Stanley
New York
$2.07B
5
PPFA
Provida Pension Fund Administrator
Chile
$570M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$2.68B
2
FCAS
First Command Advisory Services
Texas
$996M
3
Citigroup
Citigroup
New York
$169M
4
HNB
Huntington National Bank
Ohio
$195M
5
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
$115M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCA
1676
Stonebridge Capital Advisors
Minnesota
$116K +$116K +1,065 New
TSW
1677
Thompson Siegel & Walmsley
Virginia
$114K -$61.2K -564 -35%
MRCM
1678
M&R Capital Management
New Jersey
$113K – – –
APW
1679
Acima Private Wealth
Virginia
$112K – – –
GWSG
1680
GPS Wealth Strategies Group
Colorado
$110K +$110K +1,020 New
POIA
1681
Pin Oak Investment Advisors
Texas
$106K – – –
KFP
1682
KB Financial Partners
New Jersey
$106K +$106K +975 New
MIM
1683
MTM Investment Management
South Carolina
$103K -$18.3K -169 -15%
ME
1684
McIlrath & Eck
Washington
$101K +$5.09K +47 +5%
VRM
1685
Vectors Research Management
New York
$100K – – –
SMFG
1686
Sumitomo Mitsui Financial Group
Japan
$99K +$99K +915 New
MWP
1687
Meridian Wealth Partners
Pennsylvania
$98K – – –
BC
1688
Belmont Capital
California
$89K – – –
PAIM
1689
Punch & Associates Investment Management
Minnesota
$87K – – –
DCM
1690
Disciplina Capital Management
Tennessee
$86.3K -$6.51K -60 -7%
BCM
1691
Bourgeon Capital Management
Connecticut
$80K – – –
SIM
1692
Sonora Investment Management
Arizona
$79K +$79K +731 New
ADIM
1693
Alpha DNA Investment Management
Maryland
$78K +$28.3K +263 +57%
OSNBOA
1694
Old Second National Bank of Aurora
Illinois
$75K – – –
JHCP
1695
Jackson Hole Capital Partners
Oklahoma
$74K +$1.63K +15 +2%
EWM
1696
Endurance Wealth Management
Rhode Island
$73K -$901K -8,335 -93%
MGI
1697
MayTech Global Investments
New York
$70K – – –
WCM
1698
Wealthcare Capital Management
Virginia
$67K +$67K +621 New
MFA
1699
McClarren Financial Advisors
Pennsylvania
$62K +$217 +2 +0.4%
BEI
1700
Benjamin Edwards Inc
Missouri
$56K -$1.52K -14 -3%
66 67
68
69 70