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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 %
PCTC
1701
Perkins Coie Trust Company
Washington
$81K – – –
OSNBOA
1702
Old Second National Bank of Aurora
Illinois
$80K – – –
BCM
1703
Bourgeon Capital Management
Connecticut
$80K – – –
BC
1704
Belmont Capital
California
$79K – – –
SIM
1705
Sonora Investment Management
Arizona
$78K +$78K +718 New
SCA
1706
Stonebridge Capital Advisors
Minnesota
$74K -$116K -1,065 -61%
EK
1707
Evensky & Katz
Florida
$72K -$440 -4 -0.6%
MGI
1708
MayTech Global Investments
New York
$71K – – –
Schroder Investment Management Group
1709
Schroder Investment Management Group
United Kingdom
$71K – – –
RCM
1710
Regency Capital Management
Hawaii
$67K +$67K +610 New
SFC
1711
SYM Financial Corp
Indiana
$64K +$61.8K +566 +2,830%
FFC
1712
First Financial Corp
Indiana
$63K +$12.8K +118 +26%
MFA
1713
McClarren Financial Advisors
Pennsylvania
$62K +$324 +3 +0.5%
LPWM
1714
Lake Point Wealth Management
Texas
$61K -$1.09K -10 -2%
BCA
1715
Bray Capital Advisors
Florida
$55K – – –
Optiver Holding
1716
Optiver Holding
Netherlands
$54K +$54K +493 New
RMC
1717
Resources Management Corp
Connecticut
$52K – – –
BEI
1718
Benjamin Edwards Inc
Missouri
$48K -$765 -7 -2%
HCM
1719
Hillman Capital Management
Maryland
$46K – – –
RIA
1720
RPG Investment Advisory
California
$46K – – –
AIM
1721
Arcadia Investment Management
Michigan
$45K – – –
RFA
1722
Reilly Financial Advisors
California
$45K +$8.43K +77 +23%
GKWIM
1723
Gerber Kawasaki Wealth & Investment Management
California
$44K -$5.3M -5,297 -99%
Kayne Anderson Rudnick Investment Management
1724
Kayne Anderson Rudnick Investment Management
California
$44K -$3.84K -35 -8%
DAM
1725
Delta Asset Management
Tennessee
$44K – – –
67 68
69
70 71