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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
1
Provida Pension Fund Administrator
Chile
$854M
2
Bank of America
2
Bank of America
North Carolina
$3.47B
3
Truist Financial
3
Truist Financial
North Carolina
$666M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$2.62B
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$1.74B

Top Sellers

1
LCWP
1
Legacy Capital Wealth Partners
Arkansas
$13.1M
2
Morgan Stanley
2
Morgan Stanley
New York
$2.27B
3
HNB
3
Huntington National Bank
Ohio
$278M
4
Barclays
4
Barclays
United Kingdom
$7.18M
5
State Street
5
State Street
Massachusetts
$236M
Name Holding Trade Value Shares
Change 		Shares
Change %
RFC
26
Regions Financial Corp
Alabama
$379M +$18.1M +158,130 +5%
Osaic Holdings
27
Osaic Holdings
Arizona
$354M +$26.7M +233,191 +8%
CAM
28
Cresset Asset Management
Illinois
$332M +$7.29M +63,647 +2%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$324M +$3.38M +29,552 +1%
Fifth Third Bancorp
30
Fifth Third Bancorp
Ohio
$323M +$23.4M +204,223 +8%
Baird Financial Group
31
Baird Financial Group
Wisconsin
$304M +$15.6M +136,546 +5%
HNB
32
Huntington National Bank
Ohio
$278M -$249M -11,493 Closed
HighTower Advisors
33
HighTower Advisors
Illinois
$246M +$23.6M +206,069 +11%
State Street
34
State Street
Massachusetts
$236M -$92M -803,082 -28%
HTC
35
Haverford Trust Company
Pennsylvania
$231M +$1.32M +11,499 +0.6%
AA
36
Alesco Advisors
New York
$227M -$3.83M -33,439 -2%
NFA
37
Nationwide Fund Advisors
Ohio
$201M – – –
Janney Montgomery Scott
38
Janney Montgomery Scott
Pennsylvania
$201M +$17.9M +156,263 +10%
AA
39
Acorns Advisers
California
$197M +$10.5M +92,051 +6%
Carson Wealth (CWM LLC)
40
Carson Wealth (CWM LLC)
Nebraska
$190M +$190M +1,659,247 New
Members Trust
41
Members Trust
Florida
$186M +$6.81M +59,495 +4%
Charles Schwab
42
Charles Schwab
California
$184M -$1.52M -13,260 -0.8%
Stifel Financial
43
Stifel Financial
Missouri
$166M +$11.7M +101,825 +8%
UCFA
44
United Capital Financial Advisors
Texas
$166M +$13.8M +120,174 +9%
MML Investors Services
45
MML Investors Services
Massachusetts
$161M +$7.89M +68,939 +5%
CCA
46
Catalyst Capital Advisors
New York
$159M +$6.13M +53,541 +4%
MRC
47
Millburn Ridgefield Corp
New York
$159M +$6.13M +53,541 +4%
Bank of Montreal
48
Bank of Montreal
Ontario, Canada
$156M +$19.9M +173,302 +15%
Thrivent Financial for Lutherans
49
Thrivent Financial for Lutherans
Minnesota
$147M +$44.4M +392,134 +43%
WANY
50
Wealthspire Advisors (New York)
New York
$145M +$7.44M +65,008 +5%
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