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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 %
MFG
201
Magnus Financial Group
New York
$23.2M -$46M -423,494 -66%
PA
202
Parallel Advisors
California
$23.2M +$18.2M +167,862 +364%
BFPW
203
BOK Financial Private Wealth
Colorado
$23.2M +$654K +6,026 +3%
FCI
204
Financial Counselors Inc
Kansas
$23.1M +$1.37M +12,590 +6%
VVP
205
Venture Visionary Partners
Ohio
$23M +$2.18M +20,094 +10%
AWA
206
Alaska Wealth Advisors
Alaska
$23M -$303K -2,792 -1%
FHB
207
First Hawaiian Bank
Hawaii
$22.8M -$1.4M -12,892 -6%
SFG
208
Sage Financial Group
Pennsylvania
$22.4M +$190K +1,750 +0.9%
TCM
209
Twele Capital Management
Minnesota
$22.2M -$14.6M -134,541 -40%
W
210
Wealthquest
Ohio
$22M -$3.51M -32,377 -14%
CMA
211
Cedar Mountain Advisors
Oregon
$21.9M -$221K -2,039 -1%
WWM
212
Windsor Wealth Management
Indiana
$21.9M +$1.81M +16,710 +9%
BOS
213
Bank of Stockton
California
$21.9M +$1.23M +11,317 +6%
GT
214
Glenview Trust
Kentucky
$21.8M -$534K -4,921 -2%
GW
215
GW & Wade
Massachusetts
$21.7M +$3.78M +34,791 +21%
TPWA
216
TRUE Private Wealth Advisors
Oregon
$21.4M +$140K +1,291 +0.7%
SPP
217
Single Point Partners
Massachusetts
$21.3M +$3.7M +33,584 +21%
CC
218
Cadinha & Co
Hawaii
$21.3M -$1.06M -9,755 -5%
SMC
219
Smith, Moore & Co
Missouri
$21.2M +$877K +8,082 +4%
SWPG
220
Strategic Wealth Partners Group
Illinois
$21.1M +$103K +953 +0.5%
PWP
221
Personal Wealth Partners
Minnesota
$21M -$6.64M -61,222 -24%
WP
222
WealthSource Partners
California
$20.9M +$7.59M +69,949 +57%
EGWAG
223
Elwood & Goetz Wealth Advisory Group
Georgia
$20.9M -$1.29M -11,861 -6%
CS
224
Comerica Securities
Michigan
$20.8M -$1.53M -14,101 -7%
LSAG
225
Lake Street Advisors Group
New Hampshire
$20.7M -$48.3K -445 -0.2%
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