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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 %
BL
1676
Balentine LLC
Georgia
$151K +$338 +3 +0.2%
HFA
1677
Hoover Financial Advisors
Pennsylvania
$150K +$906 +8 +0.6%
FRA
1678
Front Row Advisors
California
$147K – – –
NFSG
1679
Newbridge Financial Services Group
Florida
$146K -$2.15K -19 -1%
PAI
1680
Pittenger & Anderson Inc
Nebraska
$144K – – –
LF
1681
Lee Financial
Texas
$143K -$1.79M -15,778 -93%
GIP
1682
Granite Investment Partners
California
$143K – – –
LB
1683
Legacy Bridge
Iowa
$142K – – –
VCM
1684
Vigilant Capital Management
Maine
$138K -$29.8K -263 -18%
HFS
1685
Horizon Financial Services
North Carolina
$136K -$3.51K -31 -3%
RG
1686
Retirement Group
California
$133K +$11.2K +99 +9%
PAIM
1687
Punch & Associates Investment Management
Minnesota
$133K +$42.8K +380 +48%
BDWM
1688
Brewin Dolphin Wealth Management
Ireland
$131K +$131K +1,160 New
SQA
1689
Simon Quick Advisors
New Jersey
$129K +$7.21K +64 +6%
WFA
1690
West Financial Advisors
Iowa
$126K – – –
MRCM
1691
M&R Capital Management
New Jersey
$118K – – –
APW
1692
Acima Private Wealth
Virginia
$116K – – –
FGAM
1693
Financial Gravity Asset Management
Texas
$113K -$9.16K -3 -8%
POIA
1694
Pin Oak Investment Advisors
Texas
$112K +$1.81K +16 +2%
GWSG
1695
GPS Wealth Strategies Group
Colorado
$110K -$5.31K -47 -5%
KFP
1696
KB Financial Partners
New Jersey
$110K – – –
MIM
1697
MTM Investment Management
South Carolina
$106K -$788 -7 -0.7%
VRM
1698
Vectors Research Management
New York
$104K – – –
ME
1699
McIlrath & Eck
Washington
$103K -$2.37K -21 -2%
CYG
1700
Clean Yield Group
Vermont
$102K +$102K +900 New
66 67
68
69 70