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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 %
FVWA
376
Foster Victor Wealth Advisors
South Carolina
$12.6M +$15K +133 +0.1%
CB
377
Community Bank
New York
$12.5M +$95.8K +837 +0.8%
LC
378
LTG Capital
Massachusetts
$12.5M +$12.5M +109,582 New
PCIA
379
Prime Capital Investment Advisors
Kansas
$12.5M +$1.63M +14,212 +15%
TGAM
380
TBH Global Asset Management
Tennessee
$12.5M +$967K +8,447 +8%
BHIA
381
Birch Hill Investment Advisors
Massachusetts
$12.5M +$8.63M +75,395 +225%
OWA
382
Outlook Wealth Advisors
Texas
$12.5M +$368K +3,210 +3%
PAM
383
Peninsula Asset Management
Florida
$12.5M -$349K -3,045 -3%
WWA
384
WC Walker & Associates
California
$12.4M +$650K +5,730 +6%
IWMA
385
Ironwood Wealth Management (Arizona)
Arizona
$12.4M +$109K +949 +0.9%
PFP
386
Pinnacle Financial Partners
Tennessee
$12.3M -$139K -1,210 -1%
YCM
387
Yousif Capital Management
Michigan
$12.3M +$12.3M +107,580 New
LBC
388
Lowe Brockenbrough & Co
Virginia
$12.3M +$564K +4,925 +5%
GPA
389
Guidance Point Advisors
Massachusetts
$12.3M +$260K +2,267 +2%
OPWM
390
Oakwell Private Wealth Management
Texas
$12.3M +$332K +2,903 +3%
LNC
391
Lincoln National Corp
Pennsylvania
$12.3M +$1.93M +16,838 +19%
PHAM
392
Palisades Hudson Asset Management
Florida
$12.2M -$138K -1,208 -1%
OPS
393
Orion Portfolio Solutions
Nebraska
$12.2M +$1.84M +16,094 +18%
BOTW
394
Bank of the West
California
$12.2M +$73.9K +645 +0.6%
HCP
395
Holt Capital Partners
Texas
$12.1M +$48.2K +421 +0.4%
CA
396
Clearstead Advisors
Ohio
$12.1M +$159K +1,390 +1%
RIA
397
Regal Investment Advisors
Michigan
$12M +$556K +4,855 +5%
BFO
398
Boston Family Office
Massachusetts
$12M -$1.96M -17,140 -14%
WSFS
399
Wilmington Savings Fund Society
Delaware
$12M -$58.7K -513 -0.5%
OA
400
Operose Advisors
Wisconsin
$12M +$12M +104,646 New
14 15
16
17 18