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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 %
CCFM
801
Clear Creek Financial Management
Washington
$3.51M +$122K +1,064 +4%
SB
802
Sunflower Bank
Texas
$3.5M -$270K -2,355 -7%
LWP
803
Laurel Wealth Planning
Minnesota
$3.5M -$752K -6,564 -18%
AWM
804
Avior Wealth Management
Nebraska
$3.48M +$229K +2,002 +7%
First Manhattan
805
First Manhattan
New York
$3.46M +$248K +2,166 +8%
AG
806
Ascent Group
Virginia
$3.46M +$3.46M +33,005 New
AFC
807
AFT Forsyth & Company
Florida
$3.45M -$25K -218 -0.7%
EWM
808
Evercore Wealth Management
New York
$3.45M +$132K +1,150 +4%
AMG
809
Asset Management Group
Connecticut
$3.44M +$37.4K +327 +1%
MUAMU
810
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$3.44M – – –
WA
811
WBH Advisory
Maryland
$3.42M +$217K +1,897 +7%
SAS
812
Sanford Advisory Services
Michigan
$3.42M +$303K +2,643 +10%
SW
813
StrongBox Wealth
Missouri
$3.41M +$220K +1,922 +7%
SAA
814
Southeast Asset Advisors
Georgia
$3.39M +$87.4K +763 +3%
I
815
INVST
Indiana
$3.38M -$25.1M -243,452 -88%
WFA
816
Wellspring Financial Advisors
Ohio
$3.38M -$73.1K -7,720 -2%
1WM
817
1900 Wealth Management
Texas
$3.37M -$71.6K -625 -2%
IDA
818
Intelligence Driven Advisers
California
$3.36M +$2.4M +22,588 +249%
WS
819
Wedbush Securities
California
$3.35M +$51.4K +449 +2%
HIG
820
Heritage Investment Group
Florida
$3.35M +$3.35M +29,237 New
KL
821
KWMG LLC
Kansas
$3.33M -$100K -874 -3%
CBT
822
Central Bank & Trust
Kentucky
$3.32M -$2.41K -21 -0.1%
AC
823
Abbrea Capital
California
$3.32M +$316K +2,763 +11%
UL
824
Unionview LLC
Washington
$3.32M +$3.32M +28,969 New
BPWM
825
Badgley Phelps Wealth Managers
Washington
$3.3M +$85K +742 +3%
31 32
33
34 35