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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 %
PCA
601
Personal Capital Advisors
California
$6.44M +$185K +1,634 +3%
WIA
602
World Investment Advisors
California
$6.42M -$100K -940 -2%
GVAG
603
Great Valley Advisor Group
Delaware
$6.4M +$335K +2,928 +6%
KFSC
604
Keystone Financial Services (Colorado)
Colorado
$6.39M +$6.39M +55,818 New
EW
605
Element Wealth
Mississippi
$6.39M -$1.43M -12,450 -18%
MFG
606
Merit Financial Group
Georgia
$6.39M -$210K -1,837 -3%
TSA
607
Tri-Star Advisors
Texas
$6.33M +$387K +3,412 +7%
DWM
608
Darwin Wealth Management
Florida
$6.33M -$1.72M -16,140 -21%
PBO
609
Peoples Bank (Ohio)
Ohio
$6.31M -$188K -1,639 -3%
Kovitz Investment Group Partners
610
Kovitz Investment Group Partners
Illinois
$6.29M +$18.6K +202 +0.3%
WT
611
Washington Trust
Rhode Island
$6.26M +$211K +1,844 +3%
EL
612
EQ LLC
Washington
$6.26M +$3.53M +30,827 +130%
RDFA
613
Ritter Daniher Financial Advisory
Ohio
$6.25M -$60.8K -531 -1%
ZIM
614
Zacks Investment Management
Illinois
$6.23M +$1.61M +14,070 +35%
HR
615
Howe & Rusling
New York
$6.2M +$162K +1,412 +3%
BBNA
616
Bremer Bank National Association
Minnesota
$6.2M +$1.44M +12,581 +30%
BWFA
617
Baltimore-Washington Financial Advisors
Maryland
$6.18M +$29.7K +259 +0.5%
FCFS
618
First Command Financial Services
Texas
$6.17M +$737K +6,440 +14%
NAM
619
NTV Asset Management
West Virginia
$6.17M -$13.2K -115 -0.2%
IAG
620
Investment Advisory Group
Massachusetts
$6.16M +$6.16M +57,768 New
JWCA
621
J.W. Cole Advisors
Florida
$6.16M +$6.16M +53,768 New
OAP
622
One Advisory Partners
Kansas
$6.16M +$47.5K +415 +0.8%
FMN
623
Financial Management Network
California
$6.15M +$728K +6,240 +13%
MYIA
624
Mount Yale Investment Advisors
Colorado
$6.15M +$1.52M +13,264 +33%
CWM
625
CCG Wealth Management
California
$6.12M +$1.45M +12,677 +31%
23 24
25
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