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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 %
CTFG
1826
Capstone Triton Financial Group
Oklahoma
– -$210K -2,284 Closed
APP
1827
Avantax Planning Partners
Iowa
– -$202K -2,199 Closed
AFP
1828
Ausdal Financial Partners
Iowa
– -$201K -2,190 Closed
RA
1829
Rational Advisors
New York
– -$198K -2,156 Closed
PS
1830
Planned Solutions
California
– -$192K -2,086 Closed
APC
1831
Asset Planning Corporation
Tennessee
– -$132K -1,436 Closed
FWM
1832
ForthRight Wealth Management
Georgia
– -$115K -1,255 Closed
CYG
1833
Clean Yield Group
Vermont
– -$84K -916 Closed
3AM
1834
3EDGE Asset Management
Florida
– -$65K -708 Closed
TIAM2
1835
Tru Independence Asset Management 2
Oregon
– -$64K -692 Closed
OPW
1836
Oxler Private Wealth
New York
– -$49K -540 Closed
FMTCOCP
1837
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
– -$39K -425 Closed
CDIA
1838
Capital Directions Investment Advisors
Georgia
– -$31K -341 Closed
FA
1839
Fortis Advisors
Pennsylvania
– -$29K -315 Closed
CP
1840
Covenant Partners
Tennessee
– -$28K -300 Closed
BWA
1841
Burt Wealth Advisors
Maryland
– -$22K -244 Closed
HWA
1842
HCR Wealth Advisors
California
– -$21K -227 Closed
IA
1843
Inspire Advisors
Idaho
– -$11K -124 Closed
FWM
1844
FSA Wealth Management
Massachusetts
– -$11K -120 Closed
FA
1845
Financial Avengers
California
– -$9K -100 Closed
SIAG
1846
Safeguard Investment Advisory Group
California
– -$9K -100 Closed
MIM
1847
Merrion Investment Management
New Jersey
– -$9K -100 Closed
FMB
1848
Field & Main Bank
Kentucky
– -$8K -89 Closed
BCA
1849
Berman Capital Advisors
Georgia
– -$4K -44 Closed
MMG
1850
Monetary Management Group
Missouri
– -$3K -30 Closed
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