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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 %
MWM
301
MTC Wealth Management
Florida
$16.1M +$432K +3,771 +3%
JMFC
302
J.M. Forbes & Co
Massachusetts
$16M +$16M +139,954 New
AAS
303
Ameritas Advisory Services
Nebraska
$15.9M +$15.9M +138,454 New
HI
304
Hudock Inc
Pennsylvania
$15.8M +$1.03M +8,980 +7%
ST
305
Smithfield Trust
Pennsylvania
$15.7M +$243K +2,125 +2%
FFS
306
Founders Financial Securities
Maryland
$15.7M +$986K +8,610 +7%
JFA
307
JNBA Financial Advisors
Minnesota
$15.6M +$389K +3,394 +3%
KFAA
308
Klaas Financial Asset Advisors
Illinois
$15.6M +$542K +4,732 +4%
CPO
309
Cerity Partners OCIO
New York
$15.6M -$1.04M -9,056 -6%
PCMC
310
Private Capital Management (Colorado)
Colorado
$15.6M -$457K -3,991 -3%
FANJ
311
Financial Architects (New Jersey)
New Jersey
$15.5M -$157K -1,374 -1%
NEPPG
312
New England Professional Planning Group
Rhode Island
$15.5M +$223K +1,995 +1%
RFP
313
Roth Financial Partners
Texas
$15.5M +$68.5K +598 +0.4%
EWA
314
Encompass Wealth Advisors
Oregon
$15.5M +$795K +6,942 +5%
NCMW
315
Northern Capital Management (Washington)
Washington
$15.5M -$90.1K -787 -0.6%
EA
316
Evergreen Advisors
Tennessee
$15.4M +$156K +1,361 +1%
BFWA
317
Benchmark Financial Wealth Advisors
Florida
$15.4M +$957K +8,360 +7%
RRA
318
Round Rock Advisors
Connecticut
$15.3M +$2.72M +23,719 +22%
NFG
319
Nations Financial Group
Iowa
$15.3M +$315K +2,747 +2%
HR
320
Hardy Reed
Mississippi
$15.2M – – –
FFA
321
Fi3 Financial Advisors
Indiana
$15.1M +$983K +8,587 +7%
EWM
322
Evermay Wealth Management
Virginia
$15.1M +$599K +5,230 +4%
TCOV
323
Trust Company of Vermont
Vermont
$15M +$233K +2,039 +2%
BWM
324
BerganKDV Wealth Management
Minnesota
$14.9M +$1.43M +12,502 +11%
AF
325
Ally Financial
Michigan
$14.9M +$14.9M +130,000 New
11 12
13
14 15