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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
1
Provida Pension Fund Administrator
Chile
$854M
2
Bank of America
2
Bank of America
North Carolina
$3.47B
3
Truist Financial
3
Truist Financial
North Carolina
$666M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$2.62B
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$1.74B

Top Sellers

1
LCWP
1
Legacy Capital Wealth Partners
Arkansas
$13.1M
2
Morgan Stanley
2
Morgan Stanley
New York
$2.27B
3
HNB
3
Huntington National Bank
Ohio
$278M
4
Barclays
4
Barclays
United Kingdom
$7.18M
5
State Street
5
State Street
Massachusetts
$236M
Name Holding Trade Value Shares
Change 		Shares
Change %
Mariner
51
Mariner
Kansas
$137M +$5.75M +50,194 +4%
SRG
52
SBB Research Group
Illinois
$133M +$133M +1,159,135 New
Citigroup
53
Citigroup
New York
$132M +$423K +3,698 +0.3%
NMIMC
54
Northwestern Mutual Investment Management Company
Wisconsin
$131M +$4.51M +39,400 +4%
MFW
55
Meristem Family Wealth
Minnesota
$129M +$11.9M +104,104 +10%
PAS
56
Park Avenue Securities
New York
$127M +$4.83M +42,136 +4%
JPMorgan Chase & Co
57
JPMorgan Chase & Co
New York
$126M +$19.2M +167,264 +18%
Bessemer Group
58
Bessemer Group
New Jersey
$126M +$2.87M +25,086 +2%
VFA
59
Valeo Financial Advisors
Indiana
$124M +$6.33M +55,274 +5%
KAS
60
Kestra Advisory Services
Texas
$119M -$14.2M -123,902 -11%
BIM
61
Bridges Investment Management
Nebraska
$117M -$950K -8,297 -0.8%
PFO
62
Pathstone Family Office
New Jersey
$117M -$1.48M -13,115 -1%
M&T Bank
63
M&T Bank
New York
$113M +$7.04M +61,464 +7%
GC
64
Grimes & Company
Massachusetts
$113M +$3.96M +34,594 +4%
RC
65
RegentAtlantic Capital
New Jersey
$111M +$1.48M +12,928 +1%
Creative Planning
66
Creative Planning
Kansas
$107M -$1.16M -10,104 -1%
JPMPWA
67
J.P. Morgan Private Wealth Advisors
California
$101M +$7.96M +69,500 +9%
UB
68
UMB Bank
Missouri
$98M +$742K +6,476 +0.8%
HT
69
Hefren-Tillotson
Pennsylvania
$97.8M +$5.09M +44,471 +5%
AssetMark Inc
70
AssetMark Inc
California
$97.4M +$12.7M +110,524 +15%
Cambridge Investment Research Advisors
71
Cambridge Investment Research Advisors
Iowa
$97M -$668K -5,832 -0.7%
CCMG
72
Clark Capital Management Group
Pennsylvania
$93.3M +$18.5M +161,796 +25%
Victory Capital Management
73
Victory Capital Management
Texas
$93.2M +$16.3M +142,029 +21%
Jones Financial Companies
74
Jones Financial Companies
Missouri
$90.5M +$3.04M +26,564 +3%
Comerica Bank
75
Comerica Bank
Texas
$90.1M +$322K +3,036 +0.4%
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