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iShares Core S&P Small-Cap ETF
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Overview Fund Activity

1,809 hedge funds and large institutions have $48.7B invested in iShares Core S&P Small-Cap ETF in 2021 Q2 according to their latest regulatory filings, with 98 funds opening new positions, 884 increasing their positions, 638 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,809
Holders Change
+24
Holders Change %
+1.34%
% of All Funds
31.58%
Holding in Top 10
326
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-4.96%
% of All Funds
5.69%
New
98
Increased
884
Reduced
638
Closed
53
Calls
$293M
Puts
$123M
Net Calls
+$170M
Net Calls Change
+$257M

Top Buyers

1
HNB
1
Huntington National Bank
Ohio
$245M
2
Wells Fargo
2
Wells Fargo
California
$2.46B
3
Bank of America
3
Bank of America
North Carolina
$4.16B
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$129M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$2.29B

Top Sellers

1
PPFA
1
Provida Pension Fund Administrator
Chile
$200M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$2.07B
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$1.86B
4
Osaic Holdings
4
Osaic Holdings
Arizona
$320M
5
CCMG
5
Clark Capital Management Group
Pennsylvania
$61.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
H
1801
HoyleCohen
California
$2.09K -$74 -654 -3%
SFC
1802
SYM Financial Corp
Indiana
$2K – – –
LGWM
1803
Litman Gregory Wealth Management
California
$1.92K -$14.8K -14,787 -88%
AIG
1804
American International Group
New York
$1.48K -$1.01K -8,900 -40%
WIM
1805
Westside Investment Management
California
$1.28K -$11 -99 -0.9%
FIG
1806
FundX Investment Group
California
$1.19K -$67 -1,246 -5%
HIM
1807
HawsGoodwin Investment Management
Tennessee
$1K – – –
VCM
1808
Versant Capital Management
Arizona
$1K – – –
PC
1809
Permanens Capital
New York
$1K – – –
CWP
1810
Concord Wealth Partners
Virginia
$1K – – –
WLPWM
1811
Walled Lake Planning & Wealth Management
Illinois
$1K – – –
CAGAS
1812
Capital Advisory Group Advisory Services
Minnesota
$1K +$1K +7 New
RDWM
1813
Red Door Wealth Management
Tennessee
$1K +$1K +14 New
NSLI
1814
Nan Shan Life Insurance
Taiwan
– -$36.7M -338,000 Closed
Public Sector Pension Investment Board (PSP Investments)
1815
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
– -$28.9M -265,822 Closed
MSL
1816
Mackay Shields LLC
New York
– -$14.8M -135,953 Closed
MSA
1817
Marino Stram & Associates
Massachusetts
– -$13.6M -125,610 Closed
SDAM
1818
Shulman DeMeo Asset Management
New York
– -$9.97M -91,827 Closed
AGA
1819
Accuvest Global Advisors
Utah
– -$5.91M -54,417 Closed
FBT
1820
First Bank & Trust
South Dakota
– -$5.9M -54,337 Closed
HF
1821
HRT Financial
New York
– -$4.02M -36,998 Closed
OMC
1822
Old Mission Capital
Illinois
– -$3.63M -33,421 Closed
FC
1823
Ferris Capital
Massachusetts
– -$2.62M -24,119 Closed
SFM
1824
Signet Financial Management
New Jersey
– -$2.14M -19,724 Closed
CWA
1825
Centennial Wealth Advisory
Michigan
– -$1.44M -13,236 Closed
71 72
73
74 75