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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 %
PFA
776
Pure Financial Advisors
California
$3.88M -$183K -1,601 -5%
SGK
777
Steigerwald Gordon & Koch
Virginia
$3.84M +$28.9K +252 +0.8%
DP
778
Denver PWM
Colorado
$3.83M -$16.8K -145 -0.4%
CST
779
Charles Schwab Trust
Nevada
$3.8M +$3.13M +27,319 +466%
PWMAG
780
Pinnacle Wealth Management Advisory Group
New Jersey
$3.8M -$4.69K -41 -0.1%
CPA
781
Clear Perspective Advisors
Illinois
$3.77M +$25.2K +220 +0.7%
NDSI
782
Newman Dignan & Sheerar Inc
Rhode Island
$3.75M +$104K +908 +3%
UF
783
Univest Financial
Pennsylvania
$3.73M -$11.5K -100 -0.3%
PL
784
Parthenon LLC
Kentucky
$3.71M +$108K +940 +3%
USAA
785
United Services Automobile Association
Texas
$3.68M -$300K -2,623 -8%
GSWM
786
Golden State Wealth Management
California
$3.67M +$570K +4,975 +18%
CW
787
CreativeOne Wealth
Kansas
$3.65M +$2.52M +22,007 +223%
FFW
788
Fusion Family Wealth
New York
$3.63M -$784K -6,850 -18%
NPT
789
Nixon Peabody Trust
Massachusetts
$3.63M +$256K +2,235 +8%
TNBTD
790
Trustmark National Bank Trust Department
Mississippi
$3.62M +$91.6K +800 +3%
ONB
791
Old National Bancorp
Indiana
$3.62M -$220K -1,924 -6%
RhumbLine Advisers
792
RhumbLine Advisers
Massachusetts
$3.61M -$1.08M -9,417 -23%
CFG
793
Citizens Financial Group
Rhode Island
$3.6M -$371K -3,237 -9%
EFS
794
Essex Financial Services
Connecticut
$3.57M +$167K +1,458 +5%
FNBOO
795
First National Bank of Omaha
Nebraska
$3.56M -$5.84K -51 -0.2%
TFF
796
The Family Firm
Maryland
$3.55M -$2.29K -20 -0.1%
CG
797
Cutler Group
California
$3.53M +$3.53M +30,853 New
FNBOSM
798
First National Bank of South Miami
Florida
$3.52M +$383K +3,343 +12%
BWM
799
Boyd Wealth Management
California
$3.52M +$3.52M +30,706 New
WMP
800
Wealth Management Partners
Arizona
$3.51M +$119K +1,053 +4%
30 31
32
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