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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 %
FHB
201
First Hawaiian Bank
Hawaii
$23.5M +$513K +4,694 +2%
EGWAG
202
Elwood & Goetz Wealth Advisory Group
Georgia
$23.4M +$1.7M +15,538 +8%
EH
203
Equitable Holdings
New York
$23.4M +$2.72M +24,865 +13%
BHWM
204
Bar Harbor Wealth Management
New Hampshire
$23.3M -$35.1K -321 -0.2%
WWM
205
Windsor Wealth Management
Indiana
$23.1M +$200K +1,794 +0.9%
BOS
206
Bank of Stockton
California
$22.9M -$205K -1,882 -0.9%
VOYA Investment Management
207
VOYA Investment Management
Georgia
$22.9M +$241K +2,206 +1%
PWS
208
Paragon Wealth Strategies
Florida
$22.8M +$3.85M +35,229 +20%
JC
209
JB Capital
Connecticut
$22.7M +$22.7M +208,272 New
MFG
210
Magnus Financial Group
New York
$22.6M -$1.22M -11,184 -5%
CMA
211
Cedar Mountain Advisors
Oregon
$22.6M +$784K +7,177 +4%
Legal & General Group
212
Legal & General Group
United Kingdom
$22.6M -$17.5M -160,340 -44%
MA
213
MCF Advisors
Kentucky
$22.4M +$839K +7,686 +4%
SFS
214
Summit Financial Strategies
Ohio
$22.4M +$185K +1,693 +0.8%
WP
215
WealthSource Partners
California
$22.3M +$8.19K +75 +0%
TCM
216
Twele Capital Management
Minnesota
$22M -$295K -2,705 -1%
FNBOH
217
First National Bank of Hutchinson
Kansas
$21.9M -$1.36M -12,474 -6%
SWPG
218
Strategic Wealth Partners Group
Illinois
$21.8M +$21.8M +199,828 New
OC
219
Oppenheimer & Co
New York
$21.8M +$1.25M +11,409 +6%
AWA
220
Alaska Wealth Advisors
Alaska
$21.8M +$317K +2,906 +1%
SMC
221
Smith, Moore & Co
Missouri
$21.8M +$383K +3,506 +2%
FHA
222
First Horizon Advisors
Tennessee
$21.7M +$10.7M +98,011 +97%
GT
223
Glenview Trust
Kentucky
$21.6M -$355K -3,247 -2%
IWC
224
Integrated Wealth Concepts
Massachusetts
$21.3M +$3.48M +31,904 +20%
TFO
225
Tarbox Family Office
California
$21.2M +$862K +7,897 +4%
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