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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 %
PFM
576
Peak Financial Management
Massachusetts
$7.03M -$24.3K -212 -0.3%
DCM
577
Davidson Capital Management
Texas
$7.03M +$298K +2,602 +4%
CNB
578
Camden National Bank
Maine
$6.99M +$795K +6,946 +13%
HPC
579
Hobart Private Capital
North Carolina
$6.98M +$786K +6,866 +13%
FBT
580
First Bank & Trust
South Dakota
$6.98M -$7.9K -69 -0.1%
WA
581
Wealth Alliance
New York
$6.96M +$613K +5,353 +10%
CWM
582
Curi Wealth Management
North Carolina
$6.94M +$1.23M +10,092 +21%
SWA
583
SOA Wealth Advisors
New York
$6.92M -$21.6K -188 -0.3%
Public Sector Pension Investment Board (PSP Investments)
584
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$6.91M -$2.14M -18,700 -24%
WP
585
WealthShield Partners
North Carolina
$6.86M +$2.13M +18,560 +45%
GSC
586
G&S Capital
Colorado
$6.85M +$812K +7,093 +13%
MAM
587
Meeder Asset Management
Ohio
$6.83M +$1.17M +10,244 +21%
JG
588
Jefferies Group
New York
$6.83M +$339K +2,962 +5%
CWC
589
Carolinas Wealth Consulting
North Carolina
$6.79M +$1.39M +12,126 +26%
PGFC
590
Peapack-Gladstone Financial Corp
New Jersey
$6.78M +$449K +3,921 +7%
DE
591
Day & Ennis
Georgia
$6.78M +$18.3K +160 +0.3%
CC
592
Courier Capital
New York
$6.77M -$1.57M -13,734 -19%
WWM
593
Western Wealth Management
Colorado
$6.73M +$6.73M +58,770 New
ABC
594
Associated Banc-Corp
Wisconsin
$6.72M +$295K +2,574 +5%
NFG
595
Next Financial Group
Texas
$6.68M +$2.13M +18,619 +47%
AF
596
Affiance Financial
Minnesota
$6.64M +$28.1K +245 +0.4%
KOMWMG
597
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$6.57M +$419K +3,660 +7%
AllianceBernstein
598
AllianceBernstein
Tennessee
$6.57M +$3.26M +28,507 +99%
IWM
599
IHT Wealth Management
Illinois
$6.53M +$146K +1,277 +2%
IA
600
IFS Advisors
Kansas
$6.5M -$2.01M -17,519 -24%
22 23
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