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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 %
ACM
826
Armbruster Capital Management
New York
$3.3M -$5.73K -50 -0.2%
BAAM
827
Baker Avenue Asset Management
California
$3.3M -$60.2K -526 -2%
VCM
828
Viewpoint Capital Management
Washington
$3.29M +$3.29M +28,722 New
BWA
829
BlueSky Wealth Advisors
North Carolina
$3.27M -$900K -7,862 -22%
HIMC
830
Heritage Investors Management Corp
Maryland
$3.27M +$286K +2,500 +10%
3F
831
360 Financial
Minnesota
$3.26M -$107K -934 -3%
BFA
832
BMS Financial Advisors
South Dakota
$3.25M +$3.25M +28,418 New
DWM
833
Defined Wealth Management
Oregon
$3.25M +$215K +1,875 +7%
OCM
834
Orion Capital Management
California
$3.25M +$293K +2,558 +10%
FC
835
Ferris Capital
Massachusetts
$3.24M +$25.7K +224 +0.8%
PP
836
PrairieView Partners
Minnesota
$3.24M -$49.1K -429 -1%
OMC
837
Overbrook Management Corp
New York
$3.23M +$292K +2,554 +10%
HPWM
838
High Pines Wealth Management
Massachusetts
$3.22M +$475K +4,149 +17%
PWW
839
Pettyjohn Wood & White
Virginia
$3.21M -$10.2K -89 -0.3%
OAM
840
Occidental Asset Management
California
$3.15M +$801K +6,993 +34%
PWM
841
Provident Wealth Management
Tennessee
$3.15M +$340K +2,968 +12%
EFSCE
842
Enterprise Financial Services Corp (EFSC)
Missouri
$3.14M -$359K -3,137 -10%
HFW
843
Horizon Family Wealth
Illinois
$3.11M +$3.11M +27,152 New
MOACM
844
Mutual of America Capital Management
New York
$3.11M +$231K +2,020 +8%
STB
845
S&T Bank
Pennsylvania
$3.1M +$111K +968 +4%
AIP
846
Ameritas Investment Partners
Nebraska
$3.09M -$33K -288 -1%
CAM
847
Cozad Asset Management
Illinois
$3.08M +$55.2K +482 +2%
CHC
848
City Holding Co
West Virginia
$3.07M -$3.12K -29 -0.1%
V
849
VeraBank
Texas
$3.03M -$98.6K -861 -3%
CHJWM
850
Carlton Hofferkamp & Jenks Wealth Management
Texas
$3.03M +$20.7K +195 +0.7%
32 33
34
35 36