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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
976
FDx Advisors
Illinois
$2.28M -$3.45M -30,145 -60%
ANTB
977
AMG National Trust Bank
Colorado
$2.28M +$2.86K +25 +0.1%
TH
978
TCTC Holdings
Texas
$2.28M +$47.6K +416 +2%
Loomis, Sayles & Company
979
Loomis, Sayles & Company
Massachusetts
$2.27M +$2.24M +19,544 +7,403%
CFG
980
Cooper Financial Group
California
$2.27M +$185K +1,616 +9%
JFGIW
981
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.26M -$118K -1,034 -5%
AF
982
Advisornet Financial
Minnesota
$2.26M -$122K -1,065 -5%
RIA
983
Realta Investment Advisors
Delaware
$2.25M -$192K -1,675 -8%
SSW
984
Stone Summit Wealth
Florida
$2.25M +$2.25M +19,627 New
WAP
985
Wealthcare Advisory Partners
Pennsylvania
$2.25M +$42.8K +374 +2%
H
986
HoyleCohen
California
$2.25M +$157K +1,374 +8%
AR
987
Apeiron RIA
Texas
$2.24M +$2.24M +19,522 New
SFP
988
Sterling Financial Planning
New Jersey
$2.22M -$26.7K -233 -1%
AIP
989
Almanack Investment Partners
Pennsylvania
$2.21M +$100K +877 +5%
AWMG
990
Alliance Wealth Management Group
New Jersey
$2.2M +$73.8K +645 +3%
DHFB
991
Dixon Hubard Feinour & Brown
Virginia
$2.19M +$2.19M +19,090 New
IAS
992
Investment Advisory Services
Texas
$2.17M +$378K +3,301 +21%
GFG
993
Greystone Financial Group
Michigan
$2.17M -$427K -3,731 -16%
FPTW
994
Franklin, Parlapiano, Turner & Welch
Texas
$2.17M – – –
PB
995
Pinnacle Bancorp
Nebraska
$2.15M +$14K +122 +0.7%
SA
996
Strategic Advisors
New York
$2.14M -$116K -1,009 -5%
MOS
997
MGO One Seven
Ohio
$2.14M +$450K +3,929 +27%
LNWWM
998
Laird Norton Wetherby Wealth Management
California
$2.14M +$91.8K +802 +4%
SAM
999
Strategic Asset Management
Minnesota
$2.13M -$306K -2,672 -13%
BHBT
1000
Burke & Herbert Bank & Trust
Virginia
$2.13M +$20.5K +179 +1%
38 39
40
41 42