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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 %
RIA
1726
RPG Investment Advisory
California
$47K – – –
CDIA
1727
Capital Directions Investment Advisors
Georgia
$47K +$47K +416 New
DAM
1728
Delta Asset Management
Tennessee
$46K -$3.41K -30 -7%
AIM
1729
Arcadia Investment Management
Michigan
$46K – – –
TFA
1730
Toth Financial Advisory
Virginia
$46K +$225 +2 +0.5%
CAM
1731
Costello Asset Management
Pennsylvania
$45K – – –
CA
1732
Crewe Advisors
Utah
$44K – – –
PSB
1733
Piscataqua Savings Bank
New Hampshire
$44K – – –
TI
1734
tru Independence
Oregon
$43K -$1.5M -13,129 -97%
LC
1735
Lindbrook Capital
California
$43K +$43K +380 New
BCV
1736
Banque Cantonale Vaudoise
Switzerland
$42K +$42K +373 New
AIM
1737
Anchor Investment Management
South Carolina
$41.5K – – –
LWA
1738
Lowe Wealth Advisors
Maryland
$41K – – –
EWM
1739
Elmwood Wealth Management
California
$39K – – –
RFA
1740
Reilly Financial Advisors
California
$38K -$20.8K -183 -35%
CICI
1741
Capital Investment Counsel Inc
North Carolina
$38K -$5.95K -52 -14%
CCM
1742
Context Capital Management
California
$38K +$38K +334 New
FCMT
1743
Founders Capital Management (Texas)
Texas
$37K +$112 +1 +0.3%
FPFS
1744
First Personal Financial Services
North Carolina
$37K +$26.9K +240 +267%
AW
1745
Alaethes Wealth
Nevada
$35K +$35K +310 New
RTC
1746
Riverview Trust Company
Washington
$34K – – –
OSAM
1747
O'Shaughnessy Asset Management
Connecticut
$34K +$21K +188 +162%
BCPWM
1748
Bradley & Co Private Wealth Management
Florida
$33K – – –
IAS
1749
IMA Advisory Services
Colorado
$31K -$3.02K -27 -9%
PWM
1750
Prentice Wealth Management
New York
$31K – – –
68 69
70
71 72