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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 %
SIS
701
SVB Investment Services
Utah
$4.88M -$267K -2,335 -5%
HAS
702
Holland Advisory Services
Florida
$4.84M +$4.84M +42,304 New
PRA
703
Pine Ridge Advisers
New York
$4.82M +$1.55M +13,525 +47%
FH
704
FWG Holdings
Florida
$4.8M +$32.6K +301 +0.7%
GMA
705
Glassy Mountain Advisors
Maryland
$4.77M +$4.77M +41,693 New
FLA
706
Financial Life Advisors
Texas
$4.76M +$204K +1,779 +4%
RPC
707
Rossmore Private Capital
Connecticut
$4.74M +$271K +2,364 +6%
CIC
708
Cutler Investment Counsel
Oregon
$4.74M +$142K +1,244 +3%
AWP
709
Accretive Wealth Partners
New Jersey
$4.69M +$300K +2,616 +7%
National Bank of Canada
710
National Bank of Canada
Quebec, Canada
$4.68M +$4.68M +40,796 New
NL
711
NEPC LLC
Massachusetts
$4.66M +$519K +4,532 +13%
SW
712
SkyOak Wealth
Michigan
$4.66M +$410K +3,584 +10%
AC
713
Anson Capital
Georgia
$4.64M +$4.64M +42,483 New
MI
714
Moneywise Inc
Virginia
$4.61M -$843K -7,362 -15%
LA
715
Lynch & Associates
Indiana
$4.61M +$118K +1,031 +3%
DFC
716
DBK Financial Counsel
Ohio
$4.6M +$4.6M +40,171 New
CNBTD
717
Citizens National Bank Trust Department
Mississippi
$4.6M -$1.35M -11,803 -23%
BCMO
718
Buckingham Capital Management (Ohio)
Ohio
$4.57M +$14.9K +130 +0.3%
SS
719
Simplicity Solutions
Minnesota
$4.57M +$1.09M +9,505 +31%
RHBC
720
R.H. Bluestein & Co
Michigan
$4.56M +$276K +2,413 +6%
SAF
721
Smith Anglin Financial
Texas
$4.55M +$1.09M +9,518 +31%
OHWP
722
Oak Harbor Wealth Partners
North Carolina
$4.54M +$4.54M +39,644 New
AFS
723
AFG Fiduciary Services
Massachusetts
$4.54M +$4.54M +39,633 New
HWIS
724
Hancock Whitney Investment Services
Louisiana
$4.53M +$4.53M +39,571 New
AWA
725
Arete Wealth Advisors
Illinois
$4.52M +$270K +2,356 +6%
27 28
29
30 31