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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
+$428M
2
Bank of America
Bank of America
North Carolina
+$193M
3
Truist Financial
Truist Financial
North Carolina
+$175M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$171M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$162M

Top Sellers

1
LCWP
Legacy Capital Wealth Partners
Arkansas
-$370M
2
Morgan Stanley
Morgan Stanley
New York
-$307M
3
HNB
Huntington National Bank
Ohio
-$249M
4
Barclays
Barclays
United Kingdom
-$125M
5
State Street
State Street
Massachusetts
-$92M
Name Holding Trade Value Shares
Change 		Shares
Change %
DWA
451
Divergent Wealth Advisors
Utah
$10.4M -$1.85M -16,151 -15%
RSWM
452
Robertson Stephens Wealth Management
California
$10.4M -$4.01M -35,038 -28%
CG
453
CFO4Life Group
Texas
$10.4M -$680K -5,940 -6%
PWP
454
Personal Wealth Partners
Minnesota
$10.3M -$634K -5,541 -6%
HPWM
455
Highland Private Wealth Management
Washington
$10.3M -$359K -3,139 -3%
TWM
456
Tradition Wealth Management
Minnesota
$10.3M +$2.72M +23,774 +36%
BSAM
457
Blue Square Asset Management
New York
$10.1M -$547K -4,781 -5%
PFS
458
Prospera Financial Services
Texas
$10.1M +$230K +2,007 +2%
Brown Advisory
459
Brown Advisory
Maryland
$10.1M +$3.61M +31,502 +55%
GCA
460
Greenwood Capital Associates
South Carolina
$10.1M +$63.1K +551 +0.6%
CCA
461
Column Capital Advisors
Indiana
$10M -$205K -1,792 -2%
LFS
462
Legacy Financial Strategies
Kansas
$10M -$417K -3,646 -4%
HF
463
Halpern Financial
Virginia
$10M +$439K +3,834 +5%
KWP
464
Keystone Wealth Partners
Arizona
$9.99M +$661K +5,770 +7%
SCA
465
Southern Capital Advisors
Tennessee
$9.88M +$9.88M +86,315 New
CCM
466
Condor Capital Management
New Jersey
$9.88M +$77.9K +680 +0.8%
SHJ
467
Sharkey, Howes & Javer
Colorado
$9.88M +$358K +3,128 +4%
GIA
468
GHP Investment Advisors
Colorado
$9.8M -$222K -1,943 -2%
IP
469
Invenire Partners
Connecticut
$9.76M +$9.76M +85,236 New
GIA
470
Gladstone Institutional Advisory
Florida
$9.75M +$1.62M +14,151 +20%
NPF
471
Norris Perne & French
Michigan
$9.74M -$2.02M -17,645 -17%
MFM
472
Mirsky Financial Management
New York
$9.65M +$345K +3,009 +4%
OFG
473
Omega Financial Group
California
$9.65M +$707K +6,171 +8%
ECM
474
Evergreen Capital Management
Washington
$9.62M +$718K +6,269 +8%
IA
475
IFP Advisors
Florida
$9.61M +$525K +4,572 +6%
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