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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 %
HCM
1001
Hollencrest Capital Management
California
$2.12M +$785K +6,856 +59%
PCM
1002
Pennsylvania Capital Management
Pennsylvania
$2.11M -$236K -2,058 -10%
SFA
1003
Souders Financial Advisors
Ohio
$2.11M +$144K +1,256 +7%
DFA
1004
Delta Financial Advisors
Louisiana
$2.1M +$115 +1 +0%
DLHL
1005
Donald L. Hagan LLC
Florida
$2.1M -$15.7K -137 -0.7%
PCG
1006
Private Capital Group
Connecticut
$2.09M +$132K +1,149 +7%
SB
1007
Strategic Blueprint
Georgia
$2.09M +$229K +2,000 +12%
WCA
1008
Waypoint Capital Advisors
Minnesota
$2.09M +$2.09M +18,214 New
SWP
1009
Summit Wealth Partners
Florida
$2.08M -$24.8K -217 -1%
IPW
1010
Intergy Private Wealth
Colorado
$2.08M +$2.08M +18,181 New
GPWA
1011
Great Point Wealth Advisors
Massachusetts
$2.08M -$12.5K -109 -0.6%
SFM
1012
Signet Financial Management
New Jersey
$2.08M -$18.5K -162 -0.9%
CAG
1013
Csenge Advisory Group
Florida
$2.07M -$5.29M -46,548 -72%
SCM
1014
Southport Capital Management
Tennessee
$2.06M +$1.19M +10,378 +136%
ACM
1015
AUA Capital Management
Pennsylvania
$2.06M -$325K -2,835 -14%
KC
1016
Kingfisher Capital
North Carolina
$2.04M -$14K -122 -0.7%
LFAS
1017
Level Four Advisory Services
Texas
$2.03M +$518K +4,522 +34%
SWM
1018
Sendero Wealth Management
Texas
$2.02M +$2.02M +17,602 New
TA
1019
Townsend & Associates
Colorado
$2.02M +$78.4K +691 +4%
CRWM
1020
Castle Rock Wealth Management
California
$2.01M +$89K +849 +5%
TIA
1021
Tiemann Investment Advisors
California
$1.99M +$6.53K +57 +0.3%
PWPS
1022
Pinnacle Wealth Planning Services
Ohio
$1.99M -$14.2K -124 -0.7%
AF
1023
Apexium Financial
Texas
$1.99M +$78.8K +688 +4%
GFS
1024
GYL Financial Synergies
Connecticut
$1.98M +$714K +6,233 +56%
AIG
1025
American International Group
New York
$1.97M +$1.61M +14,100 +453%
39 40
41
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