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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 %
EWA
501
EP Wealth Advisors
California
$8.78M +$1.38M +12,044 +19%
IAN
502
Integrated Advisors Network
Texas
$8.73M -$481K -4,202 -5%
ACA
503
Affinity Capital Advisors
California
$8.72M +$1.03M +9,014 +13%
FAM
504
Frontier Asset Management
Wyoming
$8.72M +$8.72M +76,127 New
WSTAM
505
Wilbanks Smith & Thomas Asset Management
Virginia
$8.68M +$610K +5,329 +8%
ISWM
506
Independent Solutions Wealth Management
New York
$8.67M -$368K -3,214 -4%
MPCG
507
Matrix Private Capital Group
New York
$8.61M +$273K +2,388 +3%
OIS
508
Okabena Investment Services
Minnesota
$8.59M -$4.37M -38,195 -34%
TIM
509
Tortoise Investment Management
New York
$8.53M +$1.2M +10,496 +16%
SAMC
510
Spectrum Asset Management (California)
California
$8.5M +$334K +2,917 +4%
SFG
511
Summit Financial Group
West Virginia
$8.48M +$274K +2,393 +3%
MNBTD
512
Moody National Bank Trust Division
Texas
$8.48M +$983K +8,585 +13%
CIM
513
CIM Investment Management
Pennsylvania
$8.47M -$172K -1,501 -2%
SFP
514
Strategic Financial Partners
Oregon
$8.44M -$4.7M -41,018 -36%
TDWM
515
Topel & Distasi Wealth Management
California
$8.37M +$8.37M +73,109 New
JIP
516
Jaffetilchin Investment Partners
Florida
$8.34M +$353K +3,083 +4%
CSWG
517
Cardinal Strategic Wealth Guidance
Kentucky
$8.34M +$481K +4,198 +6%
GWM
518
Greenwich Wealth Management
Connecticut
$8.33M +$599K +5,231 +8%
IF
519
Ironwood Financial
Arizona
$8.31M +$841K +7,344 +11%
NF
520
Nikulski Financial
Iowa
$8.3M -$40.9K -357 -0.5%
PP
521
Pegasus Partners
Wisconsin
$8.3M +$3.18M +27,811 +62%
RIA
522
Richwood Investment Advisors
Ohio
$8.24M +$8.24M +71,933 New
BRM
523
Boston Research & Management
Massachusetts
$8.22M +$115 +1 +0%
WS
524
Wela Strategies
Georgia
$8.21M +$231K +2,013 +3%
SMG
525
Spectrum Management Group
Indiana
$8.19M +$736K +6,430 +10%
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