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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 %
GLA
526
Good Life Advisors
Pennsylvania
$8.19M +$920K +8,035 +13%
TWM
527
TMD Wealth Management
Arizona
$8.17M +$557K +4,861 +7%
BA
528
Bellwether Advisors
Nebraska
$8.16M -$149K -1,299 -2%
FTS
529
Fifth Third Securities
Ohio
$8.1M +$648K +5,662 +9%
PWM
530
Perigon Wealth Management
California
$8.06M +$1.4M +12,205 +21%
EIA
531
Edgemoor Investment Advisors
Maryland
$8.04M +$828K +7,234 +11%
LWA
532
LWS Wealth Advisors
New Jersey
$8.04M +$52.3K +457 +0.7%
SCM
533
Stonehearth Capital Management
Massachusetts
$8M +$2.85M +24,854 +55%
PFGIA
534
Patriot Financial Group Insurance Agency
Massachusetts
$7.99M +$503K +4,393 +7%
EFA
535
Evernest Financial Advisors
Indiana
$7.95M +$7.95M +75,046 New
CWA
536
CJM Wealth Advisers
Virginia
$7.9M +$7.9M +69,003 New
ACB
537
Aristotle Capital Boston
Massachusetts
$7.86M -$352K -3,071 -4%
MBT
538
Montecito Bank & Trust
California
$7.86M +$261K +2,277 +3%
CA
539
Cornerstone Advisory
Maryland
$7.83M +$1.48M +12,900 +23%
CWM
540
Calamos Wealth Management
Illinois
$7.83M +$7.02M +61,294 +868%
ATC
541
Argent Trust Co
Tennessee
$7.77M +$94.6K +826 +1%
DL
542
DOHJ LLC
Washington
$7.77M -$746K -6,519 -9%
CAWM
543
Capital Advisors Wealth Management
Washington
$7.73M +$1.04M +9,087 +16%
EPP
544
ETF Portfolio Partners
Kansas
$7.71M +$42.3K +369 +0.6%
PPW
545
PACK Private Wealth
Minnesota
$7.69M +$7.69M +67,147 New
EIP
546
Ellis Investment Partners
Pennsylvania
$7.64M +$33.3K +291 +0.4%
FG
547
Fiduciary Group
Georgia
$7.64M +$491K +4,286 +7%
NAM
548
NorthCrest Asset Manangement
Minnesota
$7.61M +$7.61M +66,458 New
FNWM
549
Financial Network Wealth Management
Utah
$7.6M -$307K -2,680 -4%
IA
550
IFG Advisory
Georgia
$7.53M +$543K +4,738 +8%
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