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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 %
WIM
1801
Westside Investment Management
California
$1.31K +$70 +645 +6%
CWP
1802
Concord Wealth Partners
Virginia
$1K – – –
WLPWM
1803
Walled Lake Planning & Wealth Management
Illinois
$1K – – –
CAGAS
1804
Capital Advisory Group Advisory Services
Minnesota
$1K – – –
IPW
1805
IronBridge Private Wealth
Texas
$1K +$1K +7 New
E
1806
Ergoteles
New York
– -$25.1M -222,340 Closed
SPP
1807
Single Point Partners
Massachusetts
– -$23.2M -205,063 Closed
LMIM
1808
Lockheed Martin Investment Management
Maryland
– -$10.4M -92,300 Closed
FFC
1809
Fure Financial Corporation
Minnesota
– -$9.64M -85,343 Closed
Renaissance Technologies
1810
Renaissance Technologies
New York
– -$7.05M -62,400 Closed
FF
1811
Friedenthal Financial
New Jersey
– -$6.57M -58,124 Closed
AWC
1812
Abundance Wealth Counselors
Pennsylvania
– -$6.05M -53,587 Closed
CC
1813
Claybrook Capital
Massachusetts
– -$5.82M -51,521 Closed
JWCA
1814
J.W. Cole Advisors
Florida
– -$5.76M -50,952 Closed
SAMT
1815
Select Asset Management & Trust
Pennsylvania
– -$5.44M -48,144 Closed
CWA
1816
Clarus Wealth Advisors
Arizona
– -$3.07M -27,364 Closed
SFO
1817
Standard Family Office
South Dakota
– -$3.05M -27,000 Closed
IA
1818
IAM Advisory
Pennsylvania
– -$2.95M -26,147 Closed
GCA
1819
Genesee Capital Advisors
New York
– -$2.95M -26,147 Closed
SFMG
1820
Sage Financial Management Group
Virginia
– -$2.83M -25,034 Closed
FIG
1821
FundX Investment Group
California
– -$1.19K -22,074 Closed
Citadel Advisors
1822
Citadel Advisors
Florida
– -$2.44M -21,615 Closed
SCA
1823
Stillwater Capital Advisors
Pennsylvania
– -$2.4M -21,225 Closed
EWA
1824
Exencial Wealth Advisors
Oklahoma
– -$1.95M -17,214 Closed
SIM
1825
Seaview Investment Managers
Florida
– -$1.87M -16,504 Closed
71 72
73
74 75