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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 %
TCM
1776
Tanaka Capital Management
New York
$12K – – –
FWM
1777
Focused Wealth Management
New York
$11K – – –
CFN
1778
Cordasco Financial Network
Florida
$11K – – –
LIA
1779
LBMC Investment Advisors
Tennessee
$10.4K -$2.42K -18,372 -19%
FPFS
1780
First Personal Financial Services
North Carolina
$10K -$26.7K -240 -73%
SIS
1781
Sound Income Strategies
Florida
$10K – – –
PK
1782
Pflug Koory
Nebraska
$9K – – –
JPLA
1783
Joseph P. Lucia & Associates
New York
$9K – – –
CPWM
1784
Cypress Point Wealth Management
Texas
$9K – – –
AWM
1785
AllSquare Wealth Management
New York
$7K – – –
CCM
1786
Carderock Capital Management
Maryland
$7K +$7K +64 New
RPCA
1787
Running Point Capital Advisors
California
$6K – – –
HFA
1788
HC Financial Advisors
California
$6K – – –
GG
1789
Gleason Group
Kentucky
$6K +$113 +1 +2%
BBHC
1790
Brown Brothers Harriman & Co
New York
$5.47K +$85 +776 +2%
CP
1791
Corbenic Partners
Pennsylvania
$5K – – –
YAL
1792
Your Advocates Ltd
Texas
$5K +$5K +50 New
TAM
1793
Tucker Asset Management
Colorado
$4.64K – – –
SL
1794
Savior LLC
Massachusetts
$4K -$231K -1,963 -98%
OAJ
1795
Ogorek Anthony Joseph
New York
$4K – – –
HFM
1796
Hartford Financial Management
Connecticut
$3K – – –
TVWM
1797
Tower View Wealth Management
Wisconsin
$3K – – –
MMG
1798
Monetary Management Group
Missouri
$3K +$3K +30 New
AFIA
1799
America First Investment Advisors
Nebraska
$3K +$3K +32 New
RTL
1800
Red Tortoise LLC
Georgia
$3K +$3K +40 New
70 71
72
73 74