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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 %
KIG
1676
Kessler Investment Group
Indiana
$136K +$136K +1,247 New
HFS
1677
Horizon Financial Services
North Carolina
$131K – – –
TAIM
1678
TD Ameritrade Investment Management
Nebraska
$131K +$36K +511 +38%
PAIM
1679
Punch & Associates Investment Management
Minnesota
$130K +$1.63K +15 +1%
BDWM
1680
Brewin Dolphin Wealth Management
Ireland
$127K – – –
SQA
1681
Simon Quick Advisors
New Jersey
$125K +$327 +3 +0.3%
VCM
1682
Vigilant Capital Management
Maine
$123K -$9.81K -90 -7%
WFA
1683
West Financial Advisors
Iowa
$122K – – –
RG
1684
Retirement Group
California
$120K -$7.96K -73 -6%
GWSG
1685
GPS Wealth Strategies Group
Colorado
$117K +$10.4K +95 +10%
JHCP
1686
Jackson Hole Capital Partners
Oklahoma
$117K +$21.3K +195 +22%
MRCM
1687
M&R Capital Management
New Jersey
$114K – – –
MIM
1688
MTM Investment Management
South Carolina
$113K +$9.76K +89 +9%
APW
1689
Acima Private Wealth
Virginia
$112K – – –
VRM
1690
Vectors Research Management
New York
$112K +$11.9K +109 +12%
FGAM
1691
Financial Gravity Asset Management
Texas
$109K -$40.4K -10 -27%
POIA
1692
Pin Oak Investment Advisors
Texas
$108K – – –
FMP
1693
Financial Management Professionals
Texas
$107K +$102K +938 +2,084%
JGIA
1694
Jackson Grant Investment Advisers
Connecticut
$100K -$45.8K -421 -31%
ME
1695
McIlrath & Eck
Washington
$100K – – –
CYG
1696
Clean Yield Group
Vermont
$98K – – –
TSW
1697
Thompson Siegel & Walmsley
Virginia
$95K – – –
EWM
1698
Endurance Wealth Management
Rhode Island
$92K +$6.61K +60 +8%
CDIA
1699
Capital Directions Investment Advisors
Georgia
$88K +$42.5K +389 +94%
DCM
1700
Disciplina Capital Management
Tennessee
$84.1K -$2.73K -25 -3%
66 67
68
69 70