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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 %
JAWM
1726
J. Arnold Wealth Management
Ohio
$33K -$318K -2,972 -91%
IAS
1727
IMA Advisory Services
Colorado
$33K – – –
RTC
1728
Riverview Trust Company
Washington
$32K – – –
BCPWM
1729
Bradley & Co Private Wealth Management
Florida
$31K +$31K +290 New
BC
1730
Barnett & Company
Tennessee
$29K – – –
AWM
1731
Accel Wealth Management
Iowa
$29K – – –
PWM
1732
Prentice Wealth Management
New York
$29K +$29K +271 New
EK
1733
Evensky & Katz
Florida
$28K -$9.23K -85 -25%
PFSC
1734
Peoples Financial Services Corp
Pennsylvania
$27K – – –
PIP
1735
Peachtree Investment Partners
Florida
$27K – – –
HCP
1736
Hexagon Capital Partners
Arkansas
$27K – – –
ACM
1737
Allred Capital Management
Texas
$22.9K +$22.9K +211 New
RCA
1738
Ranch Capital Advisors
Florida
$22K – – –
KFO
1739
Kopp Family Office
Minnesota
$22K – – –
CPFP
1740
Clear Perspectives Financial Planning
Ohio
$22K – – –
GAM
1741
Grandview Asset Management
Pennsylvania
$22K +$22K +199 New
ACA
1742
Atlas Capital Advisors
Wyoming
$21.7K +$21.7K +200 New
LS
1743
Leelyn Smith
Illinois
$19K +$427 +4 +2%
RCM
1744
Regency Capital Management
Hawaii
$18K +$18K +165 New
DAC
1745
Dividend Assets Capital
South Carolina
$16K – – –
PP
1746
Pacifica Partners
Canada
$16K – – –
CP
1747
Corbenic Partners
Pennsylvania
$16K +$11K +101 +220%
SAI
1748
Systematic Alpha Investments
New Jersey
$16K +$11.4K +108 +245%
AIC
1749
Archer Investment Corporation
Indiana
$15.2K +$5.43K +50 +56%
PWA
1750
Phoenix Wealth Advisors
North Carolina
$15K – – –
68 69
70
71 72