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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 %
KC
1751
Knuff & Co
California
$13K -$43.4K -394 -77%
OSAM
1752
O'Shaughnessy Asset Management
Connecticut
$13K +$11.1K +99 +582%
HI
1753
Hoey Investments
Pennsylvania
$13K +$13K +117 New
CMBA
1754
C.M. Bidwell & Associates
Hawaii
$12K – – –
FPFS
1755
First Personal Financial Services
North Carolina
$10K – – –
FCT
1756
Family Capital Trust
Massachusetts
$10K +$3.37K +30 +51%
KIG
1757
Kessler Investment Group
Indiana
$10K +$10K +91 New
VNA
1758
Valley National Advisers
Pennsylvania
$9K – – –
ACA
1759
Aptus Capital Advisors
Alabama
$9K – – –
CPWM
1760
Cypress Point Wealth Management
Texas
$9K – – –
PK
1761
Pflug Koory
Nebraska
$9K – – –
JPLA
1762
Joseph P. Lucia & Associates
New York
$9K +$1.14K +11 +14%
AWM
1763
AllSquare Wealth Management
New York
$7K – – –
CFN
1764
Cordasco Financial Network
Florida
$7K – – –
RPCA
1765
Running Point Capital Advisors
California
$6K – – –
HFA
1766
HC Financial Advisors
California
$6K – – –
GG
1767
Gleason Group
Kentucky
$6K – – –
SFSG
1768
Sound Financial Strategies Group
Mississippi
$5K -$444 -4 -8%
CCM
1769
Cribstone Capital Management
Maine
$5K +$5K +49 New
TAM
1770
Tucker Asset Management
Colorado
$4.45K +$2.28K +21 +105%
FGAM
1771
Financial Gravity Asset Management
Texas
$4.31K +$1.4K +13 +48%
OAJ
1772
Ogorek Anthony Joseph
New York
$4K – – –
FWM
1773
Focused Wealth Management
New York
$4K – – –
BBHC
1774
Brown Brothers Harriman & Co
New York
$3.92K +$108 +997 +3%
HFM
1775
Hartford Financial Management
Connecticut
$3K – – –
69 70
71
72 73