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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 %
SC
851
Sepio Capital
Utah
$3.03M +$100K +873 +3%
SWA
852
Sutton Wealth Advisors
Florida
$3.02M +$156K +1,363 +5%
BFG
853
Baron Financial Group
New Jersey
$3.02M +$426K +3,720 +16%
KFGK
854
Keystone Financial Group (Kentucky)
Kentucky
$3M +$11.7K +102 +0.4%
TP
855
Tranquility Partners
Tennessee
$3M +$105K +921 +4%
UBG
856
United Bank (Georgia)
Georgia
$2.99M +$59.8K +522 +2%
WA
857
Wilshire Advisors
California
$2.98M -$280K -2,447 -9%
EPM
858
Elm Partners Management
Pennsylvania
$2.98M -$192K -1,673 -6%
9WM
859
9258 Wealth Management
Ohio
$2.98M +$157K +1,369 +6%
SPFA
860
Summit Place Financial Advisors
New Jersey
$2.98M +$1.72K +15 +0.1%
NWA
861
Navis Wealth Advisors
New York
$2.97M +$33.6K +293 +1%
MAS
862
Madden Advisory Services
Florida
$2.97M -$21.5K -188 -0.7%
RF
863
Resolute Financial
Massachusetts
$2.97M +$2.97M +25,901 New
BCM
864
BlueCrest Capital Management
Jersey
$2.96M +$2.7M +23,606 +1,054%
TWA
865
TPB Wealth Advisors
Texas
$2.95M +$709K +6,223 +32%
SEI Investments
866
SEI Investments
Pennsylvania
$2.94M -$253K -2,205 -8%
Mackenzie Financial
867
Mackenzie Financial
Ontario, Canada
$2.93M -$38.7K -338 -1%
PSUF
868
People's United Financial
Connecticut
$2.93M -$60.3K -527 -2%
CPIA
869
Cornell Pochily Investment Advisors
New York
$2.93M +$181K +1,583 +7%
KWM
870
Keebeck Wealth Management
Illinois
$2.92M +$4.7K +41 +0.2%
MWM
871
Maltin Wealth Management
New Jersey
$2.91M +$155K +1,355 +6%
MA
872
Mutual Advisors
Nebraska
$2.91M +$155K +1,357 +6%
EPWM
873
Essex Private Wealth Management
Massachusetts
$2.91M +$135K +1,176 +5%
CPC
874
Congress Park Capital
New York
$2.9M +$511K +4,462 +21%
WA
875
Winfield Associates
Ohio
$2.9M +$17.2K +150 +0.6%
33 34
35
36 37