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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 %
JIC
276
Johnson Investment Counsel
Ohio
$18.2M +$94.2K +823 +0.5%
SIC
277
Shoker Investment Counsel
Ohio
$18.1M +$1.34M +11,709 +8%
ETS
278
ESL Trust Services
New York
$17.9M -$21.8K -190 -0.1%
EWM
279
Executive Wealth Management
Michigan
$17.8M +$438K +3,829 +3%
CS
280
Credit Suisse
Switzerland
$17.8M -$1.07M -9,322 -6%
BCWM
281
Bartlett & Co Wealth Management
Ohio
$17.8M +$3.37M +29,466 +23%
BC
282
Bartlett & Co
Ohio
$17.8M +$3.37M +29,466 +23%
TWP
283
Transparent Wealth Partners
Arkansas
$17.7M +$17.7M +154,950 New
CA
284
Capital Advantage
California
$17.7M +$535K +4,841 +3%
CIG
285
Cairn Investment Group
Washington
$17.4M -$105K -914 -0.6%
LFS
286
Lutz Financial Services
Nebraska
$17.3M +$75.7K +661 +0.4%
T
287
TrueFG
Texas
$17.2M +$274K +2,394 +2%
BSSFA
288
Baron Silver Stevens Financial Advisors
Florida
$17.2M +$458K +4,000 +3%
FHC
289
Fort Henry Capital
West Virginia
$16.8M +$203K +1,773 +1%
TF
290
TimeScale Financial
Massachusetts
$16.7M -$26.3K -230 -0.2%
KWMG
291
King Wealth Management Group
Florida
$16.7M +$677K +5,908 +4%
AFS
292
Aft Forsyth & Sober
Florida
$16.6M – – –
CRC
293
Curi RMB Capital
Illinois
$16.6M +$523K +4,570 +3%
VCM
294
Verde Capital Management
Michigan
$16.5M +$771K +6,734 +5%
APA
295
American Portfolios Advisors
New York
$16.4M +$2.87M +25,067 +21%
MIAN
296
Mariner Independent Advisor Network
Kansas
$16.4M -$1.23M -10,727 -7%
GGS
297
Galvin Gaustad & Stein
Arizona
$16.3M -$198K -1,733 -1%
CGA
298
Crescent Grove Advisors
Illinois
$16.3M +$1.24M +10,862 +8%
SAM
299
Summit Asset Management
Tennessee
$16.3M +$65.8K +575 +0.4%
VFIC
300
Valley Forge Investment Consultants
Pennsylvania
$16.2M +$2.42M +21,143 +18%
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