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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 %
IWP
401
Icon Wealth Partners
Texas
$12M +$604K +5,275 +5%
DAS
402
Dynamic Advisor Solutions
Arizona
$11.9M +$15.1K +132 +0.1%
EVM
403
Evelyn V. Moreno
$11.9M +$1.72M +15,020 +17%
B
404
Bailard
California
$11.9M +$527K +4,602 +5%
RWB
405
RMR Wealth Builders
New Jersey
$11.9M +$11.6M +101,321 +4,245%
NL
406
Navalign LLC
California
$11.9M +$78.4K +685 +0.7%
YIA
407
YHB Investment Advisors
Connecticut
$11.8M +$239K +2,085 +2%
Cerity Partners
408
Cerity Partners
New York
$11.8M +$10.7M +564,696 +930%
Retirement Systems of Alabama
409
Retirement Systems of Alabama
Alabama
$11.8M – – –
CCA
410
Cadent Capital Advisors
Oklahoma
$11.7M +$445K +3,890 +4%
BWA
411
BDO Wealth Advisors
Florida
$11.7M +$1.85M +16,148 +19%
William Blair & Company
412
William Blair & Company
Illinois
$11.7M +$1.04M +9,066 +10%
DJSG
413
D.J. St. Germain
Massachusetts
$11.6M +$493K +4,301 +4%
SSA
414
Schonfeld Strategic Advisors
New York
$11.6M +$11.4M +99,162 +4,067%
C
415
Certuity
Florida
$11.6M +$209K +1,825 +2%
BIA
416
Bell Investment Advisors
California
$11.6M +$442K +3,864 +4%
CBB
417
Citizens Business Bank
California
$11.5M -$287K -2,504 -2%
HSA
418
HBK Sorce Advisory
Pennsylvania
$11.5M +$58.1K +507 +0.5%
PA
419
Pinnacle Associates
New York
$11.5M -$175K -1,530 -1%
PAM
420
Premier Asset Management
Illinois
$11.5M +$9.34M +81,587 +437%
GSIS
421
Global Strategic Investment Solutions
Arizona
$11.5M +$25.9K +226 +0.2%
CA
422
Centerpoint Advisors
Massachusetts
$11.5M -$136K -1,191 -1%
CFO
423
CVA Family Office
Colorado
$11.4M +$7.37M +64,363 +181%
TPSF
424
Texas Permanent School Fund
Texas
$11.4M +$805K +7,030 +8%
BNP Paribas Financial Markets
425
BNP Paribas Financial Markets
France
$11.4M -$4.02M -35,145 -26%
15 16
17
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