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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 %
Bank of America
1
Bank of America
North Carolina
$4.16B +$164M +1,451,603 +4%
Wells Fargo
2
Wells Fargo
California
$2.46B +$176M +1,559,929 +8%
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$2.29B +$104M +924,726 +5%
Morgan Stanley
4
Morgan Stanley
New York
$2.12B -$40.6M -359,274 -2%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$2.07B -$722M -6,392,839 -26%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$1.86B -$414M -3,661,444 -18%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$1.47B +$102M +906,310 +8%
BlackRock
8
BlackRock
New York
$1.27B +$8.68M +76,800 +0.7%
UBS Group
9
UBS Group
Switzerland
$1.07B +$3.51M +31,104 +0.3%
FCAS
10
First Command Advisory Services
Texas
$1.04B +$2.25M +19,917 +0.2%
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
$941M +$22.2M +196,101 +2%
RJA
12
Raymond James & Associates
Florida
$858M +$13.1M +115,786 +2%
Ameriprise
13
Ameriprise
Minnesota
$754M +$61.4M +543,589 +9%
LPL Financial
14
LPL Financial
California
$706M +$51.3M +454,180 +8%
Goldman Sachs
15
Goldman Sachs
New York
$693M -$65M -575,606 -9%
Northern Trust
16
Northern Trust
Illinois
$660M +$22M +194,287 +3%
Financial Engines Advisors
17
Financial Engines Advisors
California
$635M +$37M +327,370 +6%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$562M -$2.32M -20,542 -0.4%
GT
19
Glenmede Trust
Pennsylvania
$511M +$14.2M +125,976 +3%
US Bancorp
20
US Bancorp
Minnesota
$498M +$3.66M +32,399 +0.7%
Truist Financial
21
Truist Financial
North Carolina
$477M -$29M -256,833 -6%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$458M +$26.6M +235,487 +6%
KeyBank National Association
23
KeyBank National Association
Ohio
$434M -$81.6K -722 -0%
RFC
24
Regions Financial Corp
Alabama
$352M -$3.79M -33,560 -1%
NA
25
NextCapital Advisers
Illinois
$346M +$16.7M +148,450 +5%
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