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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
Wells Fargo
California
$2.19B
2
Bank of America
Bank of America
North Carolina
$3.84B
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$2.18B
4
Morgan Stanley
Morgan Stanley
New York
$2.07B
5
PPFA
Provida Pension Fund Administrator
Chile
$570M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$2.68B
2
FCAS
First Command Advisory Services
Texas
$996M
3
Citigroup
Citigroup
New York
$169M
4
HNB
Huntington National Bank
Ohio
$195M
5
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
$115M
Name Holding Trade Value Shares
Change 		Shares
Change %
CTA
176
Chesley Taft & Associates
Illinois
$28.3M +$2.27M +20,559 +9%
CWM
177
Cahaba Wealth Management
Georgia
$28.1M -$217K -1,996 -0.8%
FSC
178
Full Sail Capital
Oklahoma
$28.1M +$5.3K +48 +0%
VCM
179
Vision Capital Management
Oregon
$27.9M +$158K +1,452 +0.6%
CCA
180
Conservest Capital Advisors
Pennsylvania
$27.4M +$619K +5,708 +2%
SPC
181
Sigma Planning Corp
Michigan
$27.4M +$4.47M +41,152 +19%
I
182
INVST
Indiana
$27.3M +$2.16M +19,553 +9%
CCWA
183
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$27.2M -$6.01M -55,359 -18%
TC
184
Trilogy Capital
California
$27.1M +$2.99M +27,593 +12%
HH
185
HWG Holdings
Texas
$27M +$11.9M +109,658 +79%
CAAS
186
Capital Asset Advisory Services
Michigan
$26.9M -$2.06M -18,982 -7%
MERSOM
187
Municipal Employees' Retirement System of Michigan
Michigan
$26.8M -$49.6M -457,413 -65%
NAM
188
NorthCoast Asset Management
Connecticut
$26.8M +$1.51M +13,858 +6%
AWM
189
Altium Wealth Management
New York
$26.4M -$512K -4,719 -2%
CFGS
190
Concourse Financial Group Securities
Alabama
$26.2M +$3.23M +29,773 +14%
Rockefeller Capital Management
191
Rockefeller Capital Management
New York
$26.2M +$5.95M +54,821 +29%
HW
192
Hancock Whitney
Mississippi
$25.6M -$1.46M -13,462 -5%
SWM
193
Spire Wealth Management
Virginia
$25.4M +$25.4M +233,559 New
WAM
194
Wallington Asset Management
Indiana
$25M +$270K +2,485 +1%
SB
195
Simmons Bank
Arkansas
$24.8M +$294K +2,708 +1%
5L
196
55I LLC
Massachusetts
$24.6M +$11.5M +106,363 +89%
FNBOH
197
First National Bank of Hutchinson
Kansas
$24.5M -$19.4M -179,071 -44%
BHWM
198
Bar Harbor Wealth Management
New Hampshire
$23.7M +$720K +6,638 +3%
AIA
199
Ally Invest Advisors
North Carolina
$23.5M +$1.35M +12,473 +6%
MA
200
MUFG Americas
New York
$23.4M -$1.92M -17,707 -8%
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