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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 %
BFA
901
Bluestem Financial Advisors
Illinois
$2.76M -$8.47K -74 -0.3%
EA
902
Emerald Advisors
Washington
$2.75M +$250K +2,182 +10%
SS
903
Sunbelt Securities
Texas
$2.75M -$496K -4,639 -15%
LGWM
904
Litman Gregory Wealth Management
California
$2.74M +$221K +1,927 +9%
CCM
905
Colorado Capital Management
Colorado
$2.73M -$101K -878 -4%
DFA
906
DHK Financial Advisors
New Hampshire
$2.72M +$2.72M +23,709 New
CIBC World Market
907
CIBC World Market
Ontario, Canada
$2.71M +$1.77M +15,492 +190%
CL
908
COWA LLC
Oklahoma
$2.71M -$68.7K -600 -2%
CAM
909
Concorde Asset Management
Michigan
$2.7M +$47.9K +418 +2%
AWG
910
Altus Wealth Group
Colorado
$2.7M +$484K +4,226 +22%
CF
911
Corrigan Financial
Rhode Island
$2.69M -$28.6K -250 -1%
DWA
912
Dougherty Wealth Advisers
Minnesota
$2.69M – – –
SWM
913
Scissortail Wealth Management
Oklahoma
$2.68M +$2.68M +23,385 New
LWM
914
Lionsbridge Wealth Management
Florida
$2.68M -$44.3K -387 -2%
DIA
915
Dana Investment Advisors
Wisconsin
$2.67M -$15.2K -133 -0.6%
OCM
916
Objective Capital Management
Ohio
$2.67M +$2.67M +23,278 New
GFP
917
Gryphon Financial Partners
Ohio
$2.65M +$85.7K +748 +3%
CWA
918
Canvas Wealth Advisors
Kansas
$2.64M +$519K +4,535 +24%
CFB
919
Cullen/Frost Bankers
Texas
$2.64M -$97.5K -851 -4%
CFS
920
CRA Financial Services
New Jersey
$2.62M +$67.7K +591 +3%
KAH
921
Kathryn A. Hall
$2.6M – – –
HCWM
922
Harrison & Co Wealth Management
Virginia
$2.59M +$2.59M +22,651 New
NSB
923
Norway Savings Bank
Maine
$2.59M +$114K +993 +5%
AWA
924
Amplius Wealth Advisors
Pennsylvania
$2.58M +$2.58M +22,543 New
OLA
925
Oliver Luxxe Assets
New Jersey
$2.58M +$109K +955 +4%
35 36
37
38 39