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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 %
NC
1826
NinePointTwo Capital
California
– -$1.76M -15,541 Closed
BWA
1827
Beam Wealth Advisors
Louisiana
– -$1.38M -12,250 Closed
GHA
1828
GW Henssler & Associates
Georgia
– -$807K -7,147 Closed
CRI
1829
Colonial River Investments
Virginia
– -$801K -7,087 Closed
AAMC
1830
Asset Allocation & Management Company
Illinois
– -$753K -6,663 Closed
TI
1831
Trexquant Investment
Connecticut
– -$733K -6,492 Closed
PWM
1832
PRW Wealth Management
Massachusetts
– -$731K -6,474 Closed
AFWM
1833
AMJ Financial Wealth Management
Virginia
– -$694K -6,147 Closed
CG
1834
Cutler Group
California
– -$637K -5,647 Closed
ACM
1835
Ashford Capital Management
Delaware
– -$601K -5,316 Closed
Vontobel Holding
1836
Vontobel Holding
Switzerland
– -$483K -4,279 Closed
CWM
1837
Chesapeake Wealth Management
Virginia
– -$402K -3,556 Closed
DHFB
1838
Dixon Hubard Feinour & Brown
Virginia
– -$374K -3,314 Closed
MC
1839
Martin & Co
Tennessee
– -$325K -2,873 Closed
DMC
1840
Drexel Morgan & Co
Pennsylvania
– -$305K -2,700 Closed
NAG
1841
Northstar Advisory Group
New Jersey
– -$304K -2,693 Closed
CWMU
1842
Caliber Wealth Management (Utah)
Utah
– -$300K -2,652 Closed
VWM
1843
Vigilare Wealth Management
Arizona
– -$284K -2,511 Closed
CBT
1844
Capital Bank & Trust
California
– -$252K -2,230 Closed
UFA
1845
US Financial Advisors
Massachusetts
– -$250K -2,209 Closed
APW
1846
Aurora Private Wealth
New Jersey
– -$248K -2,193 Closed
NSAM
1847
North Star Asset Management
Wisconsin
– -$235K -2,077 Closed
FDS
1848
Freedom Day Solutions
Texas
– -$230K -2,039 Closed
MWPCG
1849
Measured Wealth Private Client Group
New Hampshire
– -$227K -2,009 Closed
TCBWMS
1850
Texas Capital Bank Wealth Management Services
Texas
– -$226K -2,002 Closed
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