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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 %
Lido Advisors
751
Lido Advisors
California
$4.14M +$164K +1,430 +4%
TA
752
Tectonic Advisors
Texas
$4.13M -$8.82K -77 -0.2%
TC
753
Telemus Capital
Michigan
$4.11M +$207K +1,805 +5%
CWM
754
Cornerstone Wealth Management
Missouri
$4.11M +$131K +1,143 +3%
RW
755
RVW Wealth
California
$4.1M +$242K +2,109 +6%
LIM
756
Leavell Investment Management
Alabama
$4.1M +$20.3K +177 +0.5%
CIR
757
Clear Investment Research
Georgia
$4.08M -$85.1K -743 -2%
BDF
758
Black Diamond Financial
Maryland
$4.08M +$507K +4,429 +14%
FNT
759
First National Trust
Pennsylvania
$4.08M +$36.1K +315 +0.9%
FCA
760
FLC Capital Advisors
California
$4.07M -$2.42M -21,133 -37%
WPW
761
Waldron Private Wealth
Pennsylvania
$4.06M +$871K +7,605 +27%
WGCA
762
Wolf Group Capital Advisors
Virginia
$4.05M +$2.74M +23,941 +210%
VPW
763
Vericrest Private Wealth
Pennsylvania
$4.05M +$4.05M +35,337 New
AWAP
764
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$4M -$1.83K -16 -0%
CA
765
Continuum Advisory
Idaho
$4M +$624K +5,446 +18%
FTC
766
Farmers Trust Company
Ohio
$3.99M -$95K -830 -2%
CWS
767
Cypress Wealth Services
California
$3.99M +$274K +2,397 +7%
VIM
768
Vista Investment Management
Pennsylvania
$3.97M +$102K +895 +3%
WB
769
WesBanco Bank
West Virginia
$3.97M +$2.72M +23,776 +219%
CIAS
770
Capital Investment Advisory Services
North Carolina
$3.95M -$13.4M -117,131 -77%
CFA
771
Cahill Financial Advisors
Minnesota
$3.93M +$1.04M +9,113 +36%
LGA
772
Lebenthal Global Advisors
New York
$3.92M +$176K +1,535 +5%
GWMIA
773
Global Wealth Management Investment Advisory
Florida
$3.92M +$204K +1,784 +5%
SDWMA
774
Schneider Downs Wealth Management Advisors
Pennsylvania
$3.9M +$501K +4,372 +15%
MIG
775
McGuire Investment Group
Rhode Island
$3.88M -$174K -1,517 -4%
29 30
31
32 33