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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 %
WFA
176
Wipfli Financial Advisors
Wisconsin
$27.4M +$1.83M +16,791 +7%
MAFM
177
Mid Atlantic Financial Management
Pennsylvania
$27.3M +$553K +5,060 +2%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
178
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$27.3M – – –
AAS
179
Annex Advisory Services
Wisconsin
$27.2M -$2M -18,296 -7%
TC
180
Trilogy Capital
California
$27.2M +$326K +2,988 +1%
HW
181
Hancock Whitney
Mississippi
$27M +$625K +5,727 +2%
CWM
182
Cahaba Wealth Management
Georgia
$26.6M +$783K +7,175 +3%
Mirae Asset Global Investments
183
Mirae Asset Global Investments
South Korea
$26.3M -$989K -9,060 -4%
BWL
184
Bogart Wealth LLC
Virginia
$26.2M +$700K +6,411 +3%
SWM
185
Spire Wealth Management
Virginia
$26.2M -$179K -1,642 -0.7%
KIG
186
Kowal Investment Group
Wisconsin
$26.1M +$4.2M +38,466 +19%
AI
187
Atria Investments
North Carolina
$26M -$126M -1,151,734 -83%
WAM
188
Wallington Asset Management
Indiana
$26M +$139K +1,270 +0.5%
BFPW
189
BOK Financial Private Wealth
Colorado
$25.9M +$1.09M +9,997 +4%
PI
190
PFS Investments
Georgia
$25.6M +$1.65M +13,726 +7%
GW
191
GW & Wade
Massachusetts
$25.1M +$2.43M +22,257 +11%
CFGS
192
Concourse Financial Group Securities
Alabama
$25.1M -$1.89M -17,310 -7%
MA
193
MUFG Americas
New York
$25M +$2.51M +22,967 +11%
SB
194
Simmons Bank
Arkansas
$24.7M -$325K -2,974 -1%
SFG
195
Sage Financial Group
Pennsylvania
$24.4M +$1.04M +9,526 +4%
ERWM
196
Elk River Wealth Management
Colorado
$24.3M +$4.47M +40,893 +22%
MCWS
197
McKinley Carter Wealth Services
West Virginia
$24.3M +$2.48M +22,722 +11%
FCI
198
Financial Counselors Inc
Kansas
$24.1M +$1.69M +15,445 +8%
LPT
199
Legacy Private Trust
Wisconsin
$24.1M +$30.1K +276 +0.1%
ODIJL
200
One Day In July LLC
Vermont
$23.9M +$3.26M +29,824 +16%
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