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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 %
CWM
426
Congress Wealth Management
Massachusetts
$11.4M +$11.4M +99,594 New
OCM
427
One Capital Management
California
$11.4M +$299K +2,609 +3%
IA
428
IFG Advisors
Missouri
$11.3M +$411K +3,588 +4%
TCM
429
Towercrest Capital Management
Pennsylvania
$11.3M +$446K +3,893 +4%
PFG
430
Pacific Financial Group
Washington
$11.2M +$236K +2,080 +2%
RWA
431
Ropes Wealth Advisors
Massachusetts
$11.2M – – –
LSERS
432
Louisiana State Employees Retirement System
Louisiana
$11.2M +$1.25M +10,900 +13%
BC
433
Brio Consultants
California
$11.1M -$310K -2,703 -3%
1C
434
1623 Capital
Virginia
$11.1M – – –
HI
435
Human Investing
Oregon
$11.1M -$347K -3,032 -3%
OIA
436
OneDigital Investment Advisors
Kansas
$11.1M +$790K +6,900 +8%
KPWS
437
Kestra Private Wealth Services
Texas
$11M -$236K -2,057 -2%
LIA
438
LBMC Investment Advisors
Tennessee
$11M +$1.95M +16,997 +21%
MWM
439
MinichMacGregor Wealth Management
New York
$11M +$647K +5,649 +6%
CAL
440
Capital Analysts LLC
Pennsylvania
$10.9M +$1.05M +9,168 +11%
KPWG
441
KFA Private Wealth Group
Virginia
$10.8M +$742K +6,476 +7%
TWP
442
TFO Wealth Partners
Ohio
$10.7M -$15.9K -144 -0.1%
LWA
443
Lineweaver Wealth Advisors
Ohio
$10.7M +$58.7K +513 +0.6%
MWM
444
Marietta Wealth Management
Georgia
$10.7M +$983K +8,585 +10%
JWBC
445
John W. Brooker & Co
California
$10.7M +$410K +3,581 +4%
AA
446
Ancora Advisors
Ohio
$10.7M +$97.3K +850 +0.9%
SDAM
447
Shulman DeMeo Asset Management
New York
$10.7M +$269K +2,351 +3%
BOH
448
Bank of Hawaii
Hawaii
$10.6M – – –
MC
449
Middleton & Co
Massachusetts
$10.5M -$10.8K -94 -0.1%
NW
450
NewEdge Wealth
Pennsylvania
$10.4M +$1.21M +10,525 +13%
16 17
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