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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 %
BRWA
351
B. Riley Wealth Advisors
Florida
$13.7M +$494K +4,316 +4%
EVM
352
Eaton Vance Management
Massachusetts
$13.7M -$458 -4 -0%
VBFG
353
Vishria Bird Financial Group
Tennessee
$13.6M -$144K -1,257 -1%
PI
354
Pachira Investments
California
$13.6M +$375K +3,279 +3%
CWA
355
Core Wealth Advisors
Florida
$13.6M +$290K +2,536 +2%
CFG
356
Compton Financial Group
Maryland
$13.6M +$63.3K +553 +0.5%
KWA
357
Kellett Wealth Advisors
Ohio
$13.6M +$13.6M +118,569 New
SG
358
StoneX Group
New York
$13.6M +$680K +5,939 +5%
GC
359
Gillson Capital
Illinois
$13.5M +$13.5M +117,835 New
P
360
&Partners
Tennessee
$13.5M +$566K +4,945 +4%
KLI
361
Kelman-Lazarov Inc
Tennessee
$13.3M +$308K +2,688 +2%
VFPW
362
Vantage Financial Partners (Wisconsin)
Wisconsin
$13.3M +$13.3M +116,175 New
WH
363
Whitcomb & Hess
Ohio
$13.3M +$1.14M +10,646 +9%
ATPW
364
Ashton Thomas Private Wealth
Arizona
$13.2M +$5.01M +43,742 +61%
NC
365
NewSquare Capital
Pennsylvania
$13.2M +$1.12M +9,757 +9%
BWIA
366
Bryant Woods Investment Advisors
New York
$13.1M +$13.1M +114,689 New
TPCW
367
TD Private Client Wealth
New York
$13.1M +$467K +4,077 +4%
LCWP
368
Legacy Capital Wealth Partners
Arkansas
$13.1M -$370M -3,292,316 -97%
SBL
369
Sargent Bickham Lagudis
Colorado
$13.1M +$2.55M +22,238 +24%
MWC
370
MKD Wealth Coaches
Michigan
$13M -$33.9K -296 -0.3%
MIC
371
Means Investment Company
Maine
$13M -$2.29K -20 -0%
HSBC Holdings
372
HSBC Holdings
United Kingdom
$12.9M -$627K -5,479 -5%
WWM
373
Wiser Wealth Management
Georgia
$12.9M +$614K +5,358 +5%
NCM
374
Neumann Capital Management
California
$12.9M -$247K -2,153 -2%
HFA
375
High Falls Advisors
New York
$12.6M +$223K +1,946 +2%
13 14
15
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