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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
1
Huntington National Bank
Ohio
$245M
2
Wells Fargo
2
Wells Fargo
California
$2.46B
3
Bank of America
3
Bank of America
North Carolina
$4.16B
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$129M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$2.29B

Top Sellers

1
PPFA
1
Provida Pension Fund Administrator
Chile
$200M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$2.07B
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$1.86B
4
Osaic Holdings
4
Osaic Holdings
Arizona
$320M
5
CCMG
5
Clark Capital Management Group
Pennsylvania
$61.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAAS
151
Capital Asset Advisory Services
Michigan
$36.3M +$8.33M +73,760 +30%
SWP
152
Stratos Wealth Partners
Ohio
$36.2M +$1.99M +17,613 +6%
SCA
153
Spearhead Capital Advisors
Florida
$35.9M +$184K +1,625 +0.5%
GBT
154
Grove Bank & Trust
Florida
$35.9M +$899K +7,957 +3%
WJA
155
Willis Johnson & Associates
Texas
$34.9M -$556K -4,919 -2%
FWM
156
FFT Wealth Management
Pennsylvania
$34.7M +$3.8M +33,635 +12%
CCM
157
Covington Capital Management
California
$34.5M +$24.1K +213 +0.1%
SPC
158
Sigma Planning Corp
Michigan
$34.3M +$5.8M +51,325 +20%
CIA
159
Capital Investment Advisors
Georgia
$33.3M +$16.6K +147 +0%
JWA
160
JFS Wealth Advisors
Pennsylvania
$33.2M -$387K -3,427 -1%
SW
161
SVB Wealth
Massachusetts
$32.6M +$2.12M +18,737 +7%
HL
162
HeadInvest LLC
Maine
$32.3M +$379K +3,357 +1%
WPA
163
West Paces Advisors
Georgia
$32.2M -$337K -2,984 -1%
LSERS
164
Louisiana State Employees Retirement System
Louisiana
$32M – – –
BP
165
Ballentine Partners
Massachusetts
$31.4M -$208K -1,844 -0.7%
LWMT
166
Legacy Wealth Management (Tennessee)
Tennessee
$30.4M +$912K +8,072 +3%
FSC
167
Full Sail Capital
Oklahoma
$30.4M +$1.59M +14,067 +6%
AAS
168
Annex Advisory Services
Wisconsin
$30.2M -$2.42M -21,406 -7%
RWM
169
RKL Wealth Management
Pennsylvania
$30.2M +$47.5K +420 +0.2%
DADC
170
D.A. Davidson & Co
Montana
$30.2M +$280K +2,478 +0.9%
FMC
171
First Merchants Corp
Indiana
$30.1M -$296K -2,624 -1%
VCM
172
Vision Capital Management
Oregon
$29.7M +$691K +6,120 +2%
5L
173
55I LLC
Massachusetts
$29.7M +$4.12M +36,467 +16%
AWM
174
Altium Wealth Management
New York
$29.5M +$2.01M +17,812 +7%
OCG
175
Opus Capital Group
Ohio
$29.5M -$3.34M -29,561 -10%
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