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

Top Sellers

1
LCWP
Legacy Capital Wealth Partners
Arkansas
$13.1M
2
Morgan Stanley
Morgan Stanley
New York
$2.27B
3
HNB
Huntington National Bank
Ohio
$278M
4
Barclays
Barclays
United Kingdom
$7.18M
5
State Street
State Street
Massachusetts
$236M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWMWV
326
Ironwood Wealth Management (West Virginia)
West Virginia
$14.9M +$46.1K +403 +0.3%
MSA
327
Marino Stram & Associates
Massachusetts
$14.8M +$117K +1,023 +0.8%
HI
328
Horizon Investments
North Carolina
$14.8M +$959K +8,378 +7%
ZCM
329
Ziegler Capital Management
Illinois
$14.8M -$100K -875 -0.7%
PWLP
330
Prio Wealth Limited Partnership
Massachusetts
$14.8M +$361K +3,151 +3%
NCM
331
Novare Capital Management
North Carolina
$14.7M -$635K -5,546 -4%
NA
332
Nottingham Advisors
New York
$14.7M -$1.24M -10,875 -8%
SL
333
Salomon & Ludwin
Virginia
$14.5M +$464K +4,055 +3%
NCM
334
Noesis Capital Mangement
Florida
$14.5M -$1.84M -16,029 -11%
NL
335
NWAM LLC
Washington
$14.5M +$1.06M +9,219 +8%
IWS
336
Insight Wealth Strategies
California
$14.4M -$1.71M -14,914 -11%
EC
337
Estate Counselors
Wisconsin
$14.4M +$2.21M +19,325 +18%
GDP
338
Great Diamond Partners
Maine
$14.4M -$48.6K -424 -0.3%
PPA
339
Parametric Portfolio Associates
Washington
$14.3M +$2.11M +18,437 +17%
SFO
340
Stokes Family Office
Louisiana
$14.3M +$1,000K +8,732 +8%
FWP
341
FAS Wealth Partners
Kansas
$14.2M -$1.14M -9,961 -7%
PI
342
PFS Investments
Georgia
$14.2M -$10.2M -88,816 -42%
SWA
343
Sax Wealth Advisors
New Jersey
$14.1M +$346K +3,020 +3%
RCAG
344
Rehmann Capital Advisory Group
Michigan
$14M +$421K +3,697 +3%
ECM
345
Exchange Capital Management
Michigan
$14M +$526K +4,595 +4%
EIG
346
Ellenbecker Investment Group
Wisconsin
$14M +$93.6K +817 +0.7%
CWM
347
Cranbrook Wealth Management
Michigan
$13.9M +$1.17M +10,183 +9%
SFWA
348
Summit Financial Wealth Advisors
Louisiana
$13.8M +$580K +4,969 +4%
XF
349
XML Financial
Maryland
$13.8M +$85.5K +747 +0.6%
Principal Financial Group
350
Principal Financial Group
Iowa
$13.8M -$2.14M -18,646 -13%
12 13
14
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