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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 %
TVWM
1776
Tower View Wealth Management
Wisconsin
$3K – – –
1WM
1777
1900 Wealth Management
Texas
$2.76K -$176 -1,621 -6%
AIG
1778
American International Group
New York
$2.39K +$1.5K +13,800 +168%
SIS
1779
Sound Income Strategies
Florida
$2.08K – – –
IRC
1780
Investors Research Corp
Georgia
$2K -$197K -1,575 -99%
JMF
1781
Johnson Midwest Financial
Iowa
$2K +$2K +16 New
SFC
1782
SYM Financial Corp
Indiana
$2K +$2K +20 New
WIM
1783
Westside Investment Management
California
$1.24K -$42 -390 -3%
CWP
1784
Concord Wealth Partners
Virginia
$1K -$70K -350 -99%
PC
1785
Permanens Capital
New York
$1K – – –
VCM
1786
Versant Capital Management
Arizona
$1K – – –
HIM
1787
HawsGoodwin Investment Management
Tennessee
$1K +$857 +6 +600%
WLPWM
1788
Walled Lake Planning & Wealth Management
Illinois
$1K +$1K +13 New
SWM
1789
Sugarloaf Wealth Management
Georgia
$222 -$90 -589 -29%
CWM
1790
Connecticut Wealth Management
Connecticut
– -$49.6M -539,345 Closed
AF
1791
Ally Financial
Michigan
– -$17.9M -195,000 Closed
Susquehanna International Group
1792
Susquehanna International Group
Pennsylvania
– -$12.6M -136,692 Closed
Citadel Advisors
1793
Citadel Advisors
Florida
– -$8.99M -97,768 Closed
MCA
1794
Magnolia Capital Advisors
Mississippi
– -$7.39M -80,396 Closed
ERSOT
1795
Employees Retirement System of Texas
Texas
– -$6.79M -73,900 Closed
MSA
1796
Mason Street Advisors
Wisconsin
– -$5.01M -54,524 Closed
FWCM
1797
Ferguson Wellman Capital Management
Oregon
– -$4.41M -47,989 Closed
Wellington Management Group
1798
Wellington Management Group
Massachusetts
– -$3.17M -34,441 Closed
SP
1799
SWS Partners
Ohio
– -$3.1M -33,707 Closed
WC
1800
Wexford Capital
Florida
– -$2.63M -28,578 Closed
70 71
72
73 74