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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 %
RIM
876
Rockbridge Investment Management
New York
$2.9M +$174K +1,519 +6%
CWM
877
Capital Wealth Management
Rhode Island
$2.89M -$119K -1,038 -4%
BWAM
878
Boyd Watterson Asset Management
Ohio
$2.89M – – –
UWPG
879
Ullmann Wealth Partners Group
Florida
$2.88M +$7.56K +66 +0.3%
PAMG
880
Patton Albertson Miller Group
Tennessee
$2.87M +$1.87M +16,367 +187%
MWM
881
Mascoma Wealth Management
New Hampshire
$2.87M +$414K +3,612 +17%
SWM
882
Soundmark Wealth Management
Washington
$2.87M -$2.29M -20,031 -44%
PIA
883
Perennial Investment Advisors
California
$2.86M -$164K -1,431 -5%
RFN
884
RDA Financial Network
Iowa
$2.86M -$15.5K -135 -0.5%
BFO
885
Biltmore Family Office
North Carolina
$2.86M +$262K +2,289 +10%
CC
886
Cadinha & Co
Hawaii
$2.84M -$1.4M -12,260 -33%
WF
887
Williams Financial
Vermont
$2.84M +$205K +1,793 +8%
RFO
888
RiverGlades Family Offices
Florida
$2.83M +$50.8K +444 +2%
NEGWA
889
New England Guild Wealth Advisors
Connecticut
$2.82M +$74.4K +650 +3%
BMCM
890
Bryn Mawr Capital Management
Pennsylvania
$2.82M +$561K +4,902 +25%
BRWM
891
B. Riley Wealth Management
Tennessee
$2.8M -$680K -5,941 -20%
FFMBT
892
First Farmers & Merchants Bank Trust
Tennessee
$2.8M +$2.8M +24,490 New
PFA
893
Pathway Financial Advisors
Vermont
$2.8M +$2.8M +26,390 New
PPP
894
Private Portfolio Partners
New Jersey
$2.8M +$80.7K +705 +3%
SFMG
895
Sage Financial Management Group
Virginia
$2.79M +$2.79M +24,383 New
PAI
896
Pittenger & Anderson Inc
Nebraska
$2.79M +$1.46M +12,758 +110%
Koshinski Asset Management
897
Koshinski Asset Management
Illinois
$2.79M -$218K -1,904 -7%
BHWM
898
Bay Harbor Wealth Management
Maryland
$2.77M -$137K -1,306 -5%
KWS
899
Keystone Wealth Services
California
$2.77M +$2.77M +24,196 New
BAM
900
Baldrige Asset Management
Pennsylvania
$2.76M -$6.07K -53 -0.2%
34 35
36
37 38