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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 %
DAM
1726
Delta Asset Management
Tennessee
$44K – – –
ACA
1727
Atlas Capital Advisors
Wyoming
$43.2K +$21.4K +196 +98%
CA
1728
Crewe Advisors
Utah
$43K – – –
PSB
1729
Piscataqua Savings Bank
New Hampshire
$43K – – –
IFA
1730
Interactive Financial Advisors
Illinois
$41K -$10.2M -94,250 -100%
BCV
1731
Banque Cantonale Vaudoise
Switzerland
$41K – – –
AIM
1732
Anchor Investment Management
South Carolina
$40.1K – – –
LWA
1733
Lowe Wealth Advisors
Maryland
$39K – – –
TCM
1734
Tradewinds Capital Management
Washington
$37K -$19.1K -173 -34%
OSAM
1735
O'Shaughnessy Asset Management
Connecticut
$37K +$4.11K +38 +13%
CICI
1736
Capital Investment Counsel Inc
North Carolina
$36K – – –
FCMT
1737
Founders Capital Management (Texas)
Texas
$36K – – –
AW
1738
Alaethes Wealth
Nevada
$34K – – –
LJHT
1739
Laurie J. Hall Trustee
$33K -$16.5K -150 -33%
TFA
1740
Toth Financial Advisory
Virginia
$33K -$12.1K -110 -27%
CBT
1741
CoreFirst Bank & Trust
Kansas
$33K +$11K +100 +50%
RTC
1742
Riverview Trust Company
Washington
$32K – – –
BCPWM
1743
Bradley & Co Private Wealth Management
Florida
$32K – – –
PWM
1744
Prentice Wealth Management
New York
$30K – – –
HCP
1745
Hexagon Capital Partners
Arkansas
$29K – – –
AWM
1746
Accel Wealth Management
Iowa
$29K – – –
Loomis, Sayles & Company
1747
Loomis, Sayles & Company
Massachusetts
$29K +$22.6K +206 +355%
IAS
1748
IMA Advisory Services
Colorado
$28K -$2.78K -25 -9%
PIP
1749
Peachtree Investment Partners
Florida
$28K – – –
CPFP
1750
Clear Perspectives Financial Planning
Ohio
$27K – – –
68 69
70
71 72