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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 %
FA
951
Fiducient Advisors
Illinois
$2.44M -$79.6K -695 -3%
DT
952
Diversified Trust
Tennessee
$2.43M -$166K -1,452 -6%
PO
953
Private Ocean
California
$2.43M -$29.7K -259 -1%
GEA
954
Glen Eagle Advisors
New Jersey
$2.41M +$61.5K +537 +3%
RMDI
955
R.M. Davis Inc
Maine
$2.4M +$57.5K +502 +2%
GPA
956
Garrison Point Advisors
California
$2.39M +$95.2K +831 +4%
SCM
957
SOL Capital Management
Maryland
$2.38M +$79.6K +695 +3%
FFWA
958
FRG Family Wealth Advisors
Washington
$2.38M +$189K +1,650 +9%
GH
959
GAM Holding
Switzerland
$2.37M -$1.18M -10,300 -33%
IC
960
Inscription Capital
Texas
$2.36M +$36.6K +320 +2%
ST
961
Sabal Trust
Florida
$2.35M +$664K +5,795 +39%
KW
962
KWB Wealth
California
$2.35M -$51.8K -452 -2%
KCM
963
Kanawha Capital Management
Virginia
$2.35M +$208K +1,820 +10%
NCM
964
Next Capital Management
New York
$2.34M +$20.5K +179 +0.9%
ACP
965
Aveo Capital Partners
Colorado
$2.34M +$27K +236 +1%
OBGC
966
O'Brien Greene & Co
Pennsylvania
$2.33M +$1.3M +11,395 +128%
WAOI
967
Wealth Advisors of Iowa
Iowa
$2.31M -$123K -1,076 -5%
MAWCM
968
Mine & Arao Wealth Creation & Management
California
$2.31M +$171K +1,489 +8%
PP
969
Palladium Partners
Virginia
$2.3M +$173K +1,511 +8%
AGP
970
Autumn Glory Partners
Texas
$2.3M +$2.3M +20,096 New
FCAG
971
First Capital Advisors Group
New Jersey
$2.29M +$2.29M +20,035 New
RWA
972
Roberts Wealth Advisors
California
$2.29M +$140K +1,205 +6%
SIA
973
SkyView Investment Advisors
New Jersey
$2.29M -$27K -236 -1%
TFS
974
Thoroughbred Financial Services
Tennessee
$2.29M +$336K +2,931 +17%
RWA
975
River Wealth Advisors
Pennsylvania
$2.28M +$59.4K +519 +3%
37 38
39
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