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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 %
NAM
176
NorthCoast Asset Management
Connecticut
$29.5M +$1.54M +13,579 +6%
CCA
177
Conservest Capital Advisors
Pennsylvania
$29.1M +$583K +5,159 +2%
CTA
178
Chesley Taft & Associates
Illinois
$29M +$76.4K +676 +0.3%
MERSOM
179
Municipal Employees' Retirement System of Michigan
Michigan
$28.8M +$868K +7,687 +3%
CCWA
180
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$28.4M +$130K +1,151 +0.5%
Mirae Asset Global Investments
181
Mirae Asset Global Investments
South Korea
$28.3M +$28.3M +250,210 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
182
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$28.2M -$62.1M -550,000 -69%
PA
183
Parallel Advisors
California
$28.1M +$3.91M +34,626 +16%
CFGS
184
Concourse Financial Group Securities
Alabama
$27.9M +$636K +5,634 +2%
MAFM
185
Mid Atlantic Financial Management
Pennsylvania
$27.7M -$11.4M -101,197 -29%
TC
186
Trilogy Capital
California
$27.6M -$384K -3,428 -1%
AIA
187
Ally Invest Advisors
North Carolina
$27.5M +$2.97M +26,294 +12%
SWM
188
Spire Wealth Management
Virginia
$27.4M +$932K +8,230 +4%
I
189
INVST
Indiana
$27.3M +$926K +8,681 +4%
HW
190
Hancock Whitney
Mississippi
$27.3M +$616K +5,451 +2%
WAM
191
Wallington Asset Management
Indiana
$26.7M +$652K +5,775 +3%
WFA
192
Wipfli Financial Advisors
Wisconsin
$26.5M +$26.2M +232,156 +11,851%
BWL
193
Bogart Wealth LLC
Virginia
$26.4M +$10.6M +93,823 +67%
CWM
194
Cahaba Wealth Management
Georgia
$26.1M -$2.47M -22,387 -9%
SB
195
Simmons Bank
Arkansas
$25.9M +$58.5K +518 +0.2%
HI
196
Horizon Investments
North Carolina
$25.8M -$53.7M -475,602 -68%
BFPW
197
BOK Financial Private Wealth
Colorado
$25.7M +$1.53M +13,524 +6%
TPWA
198
TRUE Private Wealth Advisors
Oregon
$25.3M +$3.1M +27,430 +14%
E
199
Ergoteles
New York
$25.1M +$25.1M +222,340 New
LPT
200
Legacy Private Trust
Wisconsin
$24.9M +$8.88M +78,589 +55%
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