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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 %
Bank of America
1
Bank of America
North Carolina
$3.13B -$892M -8,168,184 -22%
Morgan Stanley
2
Morgan Stanley
New York
$2.46B +$413M +3,779,269 +20%
Wells Fargo
3
Wells Fargo
California
$2.45B +$70.1M +642,018 +3%
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$2.33B +$115M +1,055,576 +5%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$1.94B -$59.9M -548,396 -3%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$1.9B +$98.9M +905,710 +6%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$1.5B +$84.6M +774,572 +6%
BlackRock
8
BlackRock
New York
$1.27B +$34.8M +318,872 +3%
UBS Group
9
UBS Group
Switzerland
$1.02B -$16.8M -154,311 -2%
FCAS
10
First Command Advisory Services
Texas
$977M -$26.9M -245,956 -3%
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
$926M +$16M +146,658 +2%
LPL Financial
12
LPL Financial
California
$763M +$81.3M +744,754 +12%
Ameriprise
13
Ameriprise
Minnesota
$718M -$11.7M -106,940 -2%
Goldman Sachs
14
Goldman Sachs
New York
$716M +$46.2M +423,184 +7%
RJA
15
Raymond James & Associates
Florida
$697M -$132M -1,209,739 -16%
Northern Trust
16
Northern Trust
Illinois
$653M +$14.9M +136,759 +2%
Financial Engines Advisors
17
Financial Engines Advisors
California
$635M +$21.1M +192,874 +3%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$583M +$39.6M +362,930 +7%
GT
19
Glenmede Trust
Pennsylvania
$504M +$9.96M +91,252 +2%
US Bancorp
20
US Bancorp
Minnesota
$482M +$1.02M +9,382 +0.2%
Truist Financial
21
Truist Financial
North Carolina
$468M +$7.46M +68,362 +2%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$454M +$11.9M +108,998 +3%
KeyBank National Association
23
KeyBank National Association
Ohio
$421M +$2.21M +20,202 +0.5%
PPFA
24
Provida Pension Fund Administrator
Chile
$419M +$367M +3,306,022 +709%
NA
25
NextCapital Advisers
Illinois
$359M +$22.6M +207,107 +7%
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