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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 %
AL
926
Aspiriant LLC
California
$2.58M +$791K +6,905 +44%
Chevy Chase Trust
927
Chevy Chase Trust
Maryland
$2.57M +$3.21K +28 +0.1%
PWA
928
Peterson Wealth Advisors
Utah
$2.56M +$18.2K +159 +0.7%
KPCM
929
Kings Point Capital Management
New York
$2.56M +$683K +5,961 +36%
W
930
WealthOne
New York
$2.55M -$166K -1,448 -6%
TFCP
931
Twin Focus Capital Partners
Massachusetts
$2.55M -$50.5K -441 -2%
SMA
932
Sage Mountain Advisors
Georgia
$2.53M +$363K +3,167 +17%
EI
933
Ellevest Inc
New York
$2.53M -$115 -1 -0%
BIP
934
Blueprint Investment Partners
North Carolina
$2.53M +$2.53M +22,067 New
CCM
935
Crew Capital Management
Ohio
$2.52M -$103K -902 -4%
SF
936
Summit Financial
New Jersey
$2.52M -$13.4K -117 -0.5%
AWM
937
Altavista Wealth Management
North Carolina
$2.51M -$54.3K -474 -2%
BBHBI
938
B, B, H, & B Inc
Alabama
$2.51M +$139K +1,212 +6%
CAM
939
Campion Asset Management
Virginia
$2.51M +$69.5K +607 +3%
FA
940
Faithward Advisors
Pennsylvania
$2.51M +$62.7K +548 +3%
NEAM
941
New England Asset Management
Connecticut
$2.5M -$6.2M -54,149 -71%
PIMG
942
Patriot Investment Management Group
Tennessee
$2.49M -$3.78K -33 -0.2%
JAG
943
Journey Advisory Group
Kentucky
$2.49M +$603K +5,269 +32%
RCG
944
Regatta Capital Group
California
$2.47M +$2.47M +21,595 New
HAS
945
HBW Advisory Services
California
$2.47M -$80.3K -701 -3%
EAM
946
Evanson Asset Management
California
$2.47M +$18.4K +161 +0.8%
WAL
947
W Advisors LLC
Tennessee
$2.46M +$2.46M +21,498 New
AWA
948
Arkadios Wealth Advisors
Georgia
$2.46M -$576K -5,032 -19%
HNWAG
949
High Net Worth Advisory Group
Florida
$2.46M +$2.46M +21,470 New
PPW
950
Pinnacle Private Wealth
Massachusetts
$2.45M +$2.45M +21,357 New
36 37
38
39 40