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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 %
TSWM
676
Triangle Securities Wealth Management
North Carolina
$5.33M +$191K +1,671 +4%
PSIWM
677
Paradigm Strategies in Wealth Management
Minnesota
$5.3M -$28.4K -248 -0.5%
MWM
678
Magnolia Wealth Management
Alabama
$5.3M +$5.3M +46,239 New
JSL
679
JT Stratford LLC
Georgia
$5.29M +$250K +2,179 +5%
GA
680
GFS Advisors
Texas
$5.26M -$47.9K -418 -0.9%
EA
681
Elm Advisors
California
$5.25M -$22.1K -193 -0.4%
ISB
682
Iowa State Bank
Iowa
$5.25M +$1.69M +14,785 +48%
FWIA
683
Fort Washington Investment Advisors
Ohio
$5.24M +$424K +3,703 +9%
BFG
684
Barber Financial Group
Kansas
$5.23M +$490K +4,276 +10%
HA
685
HYA Advisors
Missouri
$5.22M -$668K -5,830 -11%
WDL
686
Well Done LLC
Michigan
$5.19M +$266K +2,319 +5%
FCB
687
First Command Bank
Texas
$5.18M – – –
NOI
688
Newton One Investments
Delaware
$5.14M +$122K +1,064 +2%
FWM
689
Frontier Wealth Management
Missouri
$5.14M -$19K -166 -0.4%
RTS
690
Round Table Services
New Jersey
$5.11M +$215K +1,882 +4%
BEC
691
Blue Edge Capital
Virginia
$5.09M -$41K -358 -0.8%
HSWM
692
Hubbell Strickland Wealth Management
Louisiana
$5.08M +$112K +978 +2%
AC
693
Alley Company
Illinois
$5.08M +$83.5K +729 +2%
PPWM
694
PFG Private Wealth Management
Florida
$5.06M +$3.88M +33,916 +331%
FIA
695
Foundations Investment Advisors
Arizona
$5.06M +$170K +1,502 +3%
MCM
696
Magnolia Capital Management
New York
$5.02M -$64.5K -563 -1%
Luther King Capital Management (LKCM)
697
Luther King Capital Management (LKCM)
Texas
$5M -$4.91M – –
SIAM
698
Sterling Investment Advisors (Missouri)
Missouri
$4.95M +$131K +1,144 +3%
SFS
699
Sowell Financial Services
Arkansas
$4.95M +$538K +4,702 +12%
TCM
700
Telos Capital Management
California
$4.91M +$101K +881 +2%
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