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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
1
Provida Pension Fund Administrator
Chile
$854M
2
Bank of America
2
Bank of America
North Carolina
$3.47B
3
Truist Financial
3
Truist Financial
North Carolina
$666M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$2.62B
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$1.74B

Top Sellers

1
LCWP
1
Legacy Capital Wealth Partners
Arkansas
$13.1M
2
Morgan Stanley
2
Morgan Stanley
New York
$2.27B
3
HNB
3
Huntington National Bank
Ohio
$278M
4
Barclays
4
Barclays
United Kingdom
$7.18M
5
State Street
5
State Street
Massachusetts
$236M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIM
76
Acropolis Investment Management
Missouri
$89.8M +$2.56M +22,323 +3%
SPIA
77
Steward Partners Investment Advisory
New York
$89M +$4.78M +41,785 +6%
DWM
78
Destination Wealth Management
California
$87.2M +$1.56M +13,640 +2%
FIB
79
First Interstate Bank
Montana
$85.2M +$31.3M +273,574 +58%
BBA
80
BLB&B Advisors
Pennsylvania
$81.9M +$412K +3,600 +0.5%
BCM
81
Brookstone Capital Management
Illinois
$81.7M -$9.75M -86,124 -11%
MCM
82
MAI Capital Management
Ohio
$81.6M +$8.34M +72,805 +11%
GT
83
Greenleaf Trust
Michigan
$80.4M +$472K +4,121 +0.6%
WCF
84
West Coast Financial
California
$79.5M -$610K -5,324 -0.8%
CAN
85
Cetera Advisor Networks
California
$79.2M +$1.85M +16,124 +2%
V
86
Veritable
Delaware
$76.5M -$367K -3,202 -0.5%
MAM
87
Madison Asset Management
Wisconsin
$75.4M +$25.4M +222,086 +51%
BIAS
88
Beacon Investment Advisory Services
New Jersey
$74.9M +$755K +6,596 +1%
LI
89
LVZ Inc
Michigan
$74.6M -$2.83M -24,718 -4%
AI
90
Accredited Investors
Minnesota
$70.6M +$11.7M +102,175 +20%
PAG
91
Private Advisor Group
New Jersey
$70M -$22.4M -195,511 -24%
CWM
92
Connecticut Wealth Management
Connecticut
$67.9M +$3.37M +29,461 +5%
SIC
93
Sigma Investment Counselors
Michigan
$67.5M +$998K +8,719 +2%
TF
94
Trek Financial
Arizona
$67.4M +$58.2M +508,250 +634%
FBFS
95
First Business Financial Services
Wisconsin
$65.6M +$302K +2,639 +0.5%
VC
96
Vicus Capital
Pennsylvania
$65.3M +$65M +609,890 +18,594%
UBV
97
United Bank (Virginia)
Virginia
$65.3M +$107K +931 +0.2%
NA
98
NewEdge Advisors
Louisiana
$64.2M +$26.1M +227,582 +68%
APCM
99
Alaska Permanent Capital Management
Alaska
$63.4M +$1.6M +13,964 +3%
FT
100
Fiduciary Trust
Massachusetts
$63.4M +$7.7M +67,243 +14%
2 3
4
5 6