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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 %
BSW
726
Buckingham Strategic Wealth
Missouri
$4.52M -$122K -1,062 -3%
WMS
727
Wealth Management Solutions
Pennsylvania
$4.52M +$4.52M +39,447 New
N
728
Natixis
France
$4.51M +$254K +2,221 +6%
APSP
729
Asset Planning Services (Pennsylvania)
Pennsylvania
$4.51M +$146K +1,277 +3%
RWP
730
Revolve Wealth Partners
New Jersey
$4.44M +$4.44M +38,787 New
FFA
731
Freedman Financial Associates
Massachusetts
$4.44M +$1.15K +10 +0%
BAM
732
Belpointe Asset Management
Nevada
$4.43M -$67.7K -591 -2%
CAM
733
Congress Asset Management
Massachusetts
$4.42M +$8.36K +73 +0.2%
AWM
734
Alterna Wealth Management
Texas
$4.41M +$4.41M +38,475 New
EGP
735
Entrust Global Partners
New York
$4.4M +$4.4M +38,390 New
EWM
736
EPG Wealth Management
Georgia
$4.38M +$233K +2,036 +6%
AIM
737
Allen Investment Management
New York
$4.34M +$2.46M +21,500 +131%
MCA
738
MSH Capital Advisors
Arizona
$4.34M +$4.34M +37,912 New
CCT
739
Country Club Trust
Missouri
$4.33M +$130K +1,137 +3%
SEIA
740
Signature Estate & Investment Advisors
California
$4.31M +$74.8K +653 +2%
LDB
741
Lee, Danner & Bass
Tennessee
$4.3M -$25.8K -225 -0.6%
ATC
742
Adirondack Trust Company
New York
$4.26M -$139K -1,215 -3%
ST
743
Spinnaker Trust
Maine
$4.24M – – –
GTAM
744
Global Trust Asset Management
Florida
$4.23M -$8.59K -75 -0.2%
LC
745
Lindbrook Capital
California
$4.23M +$4.23M +36,897 New
ES
746
ETF Store
Kansas
$4.22M +$4.22M +38,913 New
MWM
747
Meridian Wealth Management
Kentucky
$4.21M +$758K +6,622 +22%
TCOT
748
Trust Company of Toledo
Ohio
$4.21M -$94.6K -826 -2%
SCA
749
Stokes Capital Advisors
South Carolina
$4.18M -$88.9K -776 -2%
VHAM
750
Van Hulzen Asset Management
California
$4.17M +$423K +3,698 +11%
28 29
30
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