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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 %
WAAG
626
Wealth Alliance Advisory Group
Kansas
$6.1M +$82.7K +722 +1%
PFM
627
Parsec Financial Management
North Carolina
$6.09M +$885K +7,727 +17%
SFG
628
Snider Financial Group
Washington
$6.06M +$67.8K +586 +1%
HH
629
Hilltop Holdings
Texas
$6.05M +$3.13M +27,318 +107%
WI
630
Wintrust Investments
Illinois
$6.03M -$19.5K -170 -0.3%
RC
631
Rovin Capital
Arizona
$6.02M +$4.26M +37,238 +243%
CB
632
Commerce Bank
Missouri
$5.99M -$6.18K -54 -0.1%
SFG
633
SevenBridge Financial Group
Pennsylvania
$5.98M -$183K -1,600 -3%
AWM
634
AAF Wealth Management
Massachusetts
$5.97M +$94K +821 +2%
BCM
635
Boltwood Capital Management
California
$5.95M -$5.73K -50 -0.1%
AFG
636
Arkansas Financial Group
Arkansas
$5.94M +$426K +3,722 +8%
T
637
TCWP
Ohio
$5.94M +$5.94M +51,830 New
TVAMP
638
Tennessee Valley Asset Management Partners
Tennessee
$5.93M +$344K +3,002 +6%
SCA
639
Snowden Capital Advisors
New York
$5.91M -$19.9K -174 -0.3%
MFC
640
Mechanics Financial Corp
Ohio
$5.91M +$5.91M +51,564 New
MWP
641
Madison Wealth Partners
Wisconsin
$5.88M +$522K +4,558 +10%
VC
642
Vestor Capital
Illinois
$5.88M -$17.8K -155 -0.3%
SC
643
Savant Capital
Illinois
$5.88M +$3M +26,235 +105%
KWM
644
Kingsview Wealth Management
Oregon
$5.87M +$2.1M +18,330 +56%
DC
645
Davenport & Co
Virginia
$5.86M +$130K +1,133 +2%
AWC
646
Abundance Wealth Counselors
Pennsylvania
$5.86M +$5.86M +51,195 New
HWM
647
HB Wealth Management
Georgia
$5.8M +$5.8M +50,655 New
MAC
648
Mason & Associates (California)
California
$5.78M +$5.78M +50,442 New
TA
649
TKG Advisors
Indiana
$5.75M +$5.75M +50,238 New
SIM
650
Stratos Investment Management
Ohio
$5.75M -$287K -2,505 -5%
24 25
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