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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 %
MFG
201
Magnus Financial Group
New York
$24.7M +$463K +4,096 +2%
BHWM
202
Bar Harbor Wealth Management
New Hampshire
$24.2M -$527K -4,669 -2%
SFG
203
Sage Financial Group
Pennsylvania
$24.1M +$866K +7,667 +4%
FNBOH
204
First National Bank of Hutchinson
Kansas
$24M -$1.42M -12,604 -6%
BOS
205
Bank of Stockton
California
$23.9M +$1.18M +10,428 +5%
FHB
206
First Hawaiian Bank
Hawaii
$23.8M +$53.4K +473 +0.2%
GW
207
GW & Wade
Massachusetts
$23.5M +$839K +7,429 +4%
VOYA Investment Management
208
VOYA Investment Management
Georgia
$23.5M -$39.5M -349,245 -63%
MA
209
MUFG Americas
New York
$23.3M -$1.04M -9,221 -4%
FCI
210
Financial Counselors Inc
Kansas
$23.2M -$854K -7,556 -4%
WWM
211
Windsor Wealth Management
Indiana
$23.2M +$421K +3,729 +2%
SPP
212
Single Point Partners
Massachusetts
$23.2M +$1.28M +11,342 +6%
TCM
213
Twele Capital Management
Minnesota
$23.1M -$103K -915 -0.4%
WP
214
WealthSource Partners
California
$23M +$1.26M +11,138 +6%
SFS
215
Summit Financial Strategies
Ohio
$22.9M +$4.81M +42,578 +27%
GT
216
Glenview Trust
Kentucky
$22.7M +$9.26K +82 +0%
KIG
217
Kowal Investment Group
Wisconsin
$22.6M +$4.73M +41,824 +26%
MCWS
218
McKinley Carter Wealth Services
West Virginia
$22.6M +$2.94M +26,006 +15%
CMA
219
Cedar Mountain Advisors
Oregon
$22.6M -$236K -2,086 -1%
EGWAG
220
Elwood & Goetz Wealth Advisory Group
Georgia
$22.5M +$736K +6,511 +3%
CC
221
Cadinha & Co
Hawaii
$22.4M +$234K +2,070 +1%
MA
222
MCF Advisors
Kentucky
$22.3M +$4.68M +41,425 +26%
AWA
223
Alaska Wealth Advisors
Alaska
$22.2M -$1.67M -14,814 -7%
SMC
224
Smith, Moore & Co
Missouri
$22.2M +$119K +1,046 +0.5%
PI
225
PFS Investments
Georgia
$22.2M -$22.3M -199,878 -50%
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