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iShares Core S&P Small-Cap ETF
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Overview Fund Activity

2,041 hedge funds and large institutions have $52.3B invested in iShares Core S&P Small-Cap ETF in 2021 Q4 according to their latest regulatory filings, with 330 funds opening new positions, 1,018 increasing their positions, 518 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,041
Holders Change
+237
Holders Change %
+13.14%
% of All Funds
31.52%
Holding in Top 10
349
Holding in Top 10 Change
+50
Holding in Top 10 Change %
+16.72%
% of All Funds
5.39%
New
330
Increased
1,018
Reduced
518
Closed
59
Calls
$107M
Puts
$376M
Net Calls
-$269M
Net Calls Change
-$181M

Top Buyers

1
PPFA
1
Provida Pension Fund Administrator
Chile
$854M
2
Bank of America
2
Bank of America
North Carolina
$3.47B
3
Truist Financial
3
Truist Financial
North Carolina
$666M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$2.62B
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$1.74B

Top Sellers

1
LCWP
1
Legacy Capital Wealth Partners
Arkansas
$13.1M
2
Morgan Stanley
2
Morgan Stanley
New York
$2.27B
3
HNB
3
Huntington National Bank
Ohio
$278M
4
Barclays
4
Barclays
United Kingdom
$7.18M
5
State Street
5
State Street
Massachusetts
$236M
Name Holding Trade Value Shares
Change 		Shares
Change %
AI
226
Atria Investments
North Carolina
$23.2M -$4.04M -35,253 -15%
TFO
227
Tarbox Family Office
California
$23.2M +$962K +8,398 +4%
MA
228
Montag & Associates
Georgia
$23.1M +$4.56M +39,859 +25%
AWE
229
Avidian Wealth Enterprises
Texas
$23M +$1.75M +15,290 +8%
RCA
230
Resonant Capital Advisors
Wisconsin
$22.8M +$1.23M +10,747 +6%
IWC
231
Integrated Wealth Concepts
Massachusetts
$22.8M +$424K +3,705 +2%
FCI
232
Financial Counselors Inc
Kansas
$22.7M -$2.63M -22,932 -10%
TCM
233
Twele Capital Management
Minnesota
$22.5M -$531K -4,641 -2%
PFA
234
Pettinga Financial Advisors
Indiana
$22.5M +$1.82M +15,922 +9%
CS
235
Comerica Securities
Michigan
$22.3M +$673K +5,874 +3%
GT
236
Glenview Trust
Kentucky
$22.3M -$358K -3,125 -2%
LSAG
237
Lake Street Advisors Group
New Hampshire
$22M +$170K +1,486 +0.8%
Wealth Enhancement Advisory Services
238
Wealth Enhancement Advisory Services
Minnesota
$21.7M +$7.9M +75,241 +57%
GL
239
Graypoint LLC
New York
$21.5M +$639K +5,578 +3%
CCFCSB
240
Cape Cod Five Cents Savings Bank
Massachusetts
$21.4M -$107K -938 -0.5%
AF
241
Arrow Financial
New York
$21.3M +$3.12M +27,205 +17%
GLLW
242
Graves Light Lenhart Wealth
Virginia
$21.3M +$4.26M +37,242 +25%
Natixis Advisors
243
Natixis Advisors
Massachusetts
$21.2M +$2.68M +23,373 +14%
DT
244
Daniels + Tansey
Delaware
$21.2M +$528K +4,614 +3%
TPWA
245
TRUE Private Wealth Advisors
Oregon
$21.1M +$394K +3,445 +2%
FWM
246
Fairhaven Wealth Management
Illinois
$20.8M +$416K +3,629 +2%
Prudential Financial
247
Prudential Financial
New Jersey
$20.8M -$1.17M -9,958 -5%
HBT
248
Hills Bank & Trust
Iowa
$20.7M +$72.8K +636 +0.4%
RJT
249
Raymond James Trust
Florida
$20.7M +$613K +5,357 +3%
FFBTD
250
First Financial Bank - Trust Division
Ohio
$20.4M +$199K +1,734 +1%
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