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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
1
Wells Fargo
California
$2.19B
2
Bank of America
2
Bank of America
North Carolina
$3.84B
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$2.18B
4
Morgan Stanley
4
Morgan Stanley
New York
$2.07B
5
PPFA
5
Provida Pension Fund Administrator
Chile
$570M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$2.68B
2
FCAS
2
First Command Advisory Services
Texas
$996M
3
Citigroup
3
Citigroup
New York
$169M
4
HNB
4
Huntington National Bank
Ohio
$195M
5
NMIMC
5
Northwestern Mutual Investment Management Company
Wisconsin
$115M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCA
151
Spearhead Capital Advisors
Florida
$34.3M -$4.66M -42,930 -12%
AllianceBernstein
152
AllianceBernstein
Tennessee
$34.3M -$10M -92,571 -23%
WJA
153
Willis Johnson & Associates
Texas
$34.1M -$520K -4,787 -2%
Legal & General Group
154
Legal & General Group
United Kingdom
$33.9M +$17.8M +163,750 +110%
GBT
155
Grove Bank & Trust
Florida
$33.6M +$157K +1,443 +0.5%
CCM
156
Covington Capital Management
California
$33.1M +$7.05K +65 +0%
AAS
157
Avantax Advisory Services
Texas
$33M -$8.9M -81,758 -21%
SWP
158
Stratos Wealth Partners
Ohio
$32.9M +$1.3M +11,961 +4%
KA
159
Klingman & Associates
New York
$32.5M +$1.16M +10,718 +4%
JWA
160
JFS Wealth Advisors
Pennsylvania
$32.2M -$338K -3,112 -1%
CIA
161
Capital Investment Advisors
Georgia
$32M -$22.1K -204 -0.1%
PWAG
162
Polaris Wealth Advisory Group
California
$31.7M -$2.82M -25,781 -8%
OCG
163
Opus Capital Group
Ohio
$31.5M +$489K +4,507 +2%
AAS
164
Annex Advisory Services
Wisconsin
$31.4M -$1.3M -12,003 -4%
WPA
165
West Paces Advisors
Georgia
$31.2M -$1.41M -12,988 -4%
LSERS
166
Louisiana State Employees Retirement System
Louisiana
$30.7M – – –
HL
167
HeadInvest LLC
Maine
$30.6M -$293K -2,702 -0.9%
BP
168
Ballentine Partners
Massachusetts
$30.3M -$860K -7,928 -3%
FWM
169
FFT Wealth Management
Pennsylvania
$29.7M -$1.2M -11,085 -4%
SW
170
SVB Wealth
Massachusetts
$29.3M +$3.15M +29,061 +12%
FMC
171
First Merchants Corp
Indiana
$29.2M +$942K +8,680 +3%
RWM
172
RKL Wealth Management
Pennsylvania
$29M +$8.9K +82 +0%
Public Sector Pension Investment Board (PSP Investments)
173
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$28.9M +$23.9M +220,422 +486%
DADC
174
D.A. Davidson & Co
Montana
$28.7M +$16.7M +153,567 +138%
LWMT
175
Legacy Wealth Management (Tennessee)
Tennessee
$28.3M -$2.02M -18,567 -7%
5 6
7
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