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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 %
TRCT
1801
Tower Research Capital (TRC)
New York
– -$2.16M -23,503 Closed
TCM
1802
Tuttle Capital Management
Connecticut
– -$1.88M -20,501 Closed
CCP
1803
Cardan Capital Partners
Colorado
– -$1.75M -19,009 Closed
RCIM
1804
Red Cedar Investment Management
Michigan
– -$1.55M -16,843 Closed
ARG
1805
Advisory Resource Group
Oklahoma
– -$1.36M -14,760 Closed
BCM
1806
Bayesian Capital Management
New York
– -$1.32M -14,386 Closed
LSA
1807
Lion Street Advisors
Texas
– -$1.22M -13,961 Closed
EAM
1808
Eagle Asset Management
Florida
– -$1.09M -11,896 Closed
Loomis, Sayles & Company
1809
Loomis, Sayles & Company
Massachusetts
– -$591K -6,434 Closed
Qube Research & Technologies (QRT)
1810
Qube Research & Technologies (QRT)
United Kingdom
– -$485K -5,273 Closed
GI
1811
GS Investments
Minnesota
– -$424K -4,619 Closed
SRC
1812
Shufro Rose & Co
New York
– -$362K -3,938 Closed
ECG
1813
Edge Capital Group
Georgia
– -$337K -3,668 Closed
GCM
1814
Gibraltar Capital Management
Oklahoma
– -$325K -3,534 Closed
VAG
1815
VisionPoint Advisory Group
Texas
– -$310K -3,375 Closed
DIM
1816
Delta Investment Management
California
– -$296K -3,222 Closed
CA
1817
CGN Advisors
Kansas
– -$285K -3,106 Closed
IDA
1818
Intelligence Driven Advisers
California
– -$278K -3,028 Closed
LWM
1819
Laidlaw Wealth Management
New York
– -$271K -2,953 Closed
TWP
1820
Treybourne Wealth Planners
Indiana
– -$252K -2,737 Closed
BCP
1821
Berkeley Capital Partners
Georgia
– -$245K -2,662 Closed
CLOS
1822
Compagnie Lombard Odier SCmA
Switzerland
– -$236K -2,570 Closed
BCA
1823
Bay Colony Advisors
Massachusetts
– -$234K -2,548 Closed
VWA
1824
Visionary Wealth Advisors
Illinois
– -$218K -2,367 Closed
AWMT
1825
AAFMAA Wealth Management & Trust
North Carolina
– -$214K -2,330 Closed
71 72
73
74 75