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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 %
LDFR
1026
Lehman & Derafelo Financial Resources
Pennsylvania
$1.97M -$34.4K -300 -2%
Wolverine Trading
1027
Wolverine Trading
Illinois
$1.96M +$1.36M +11,900 +228%
PIM
1028
Penobscot Investment Management
Massachusetts
$1.96M -$85.9K -750 -4%
MCIA
1029
Mountain Capital Investment Advisors
Colorado
$1.96M -$441K -3,885 -18%
JWCA
1030
J.W. Coons Advisors
Ohio
$1.96M +$492K +4,295 +34%
PA
1031
Probity Advisors
Texas
$1.95M -$164K -1,428 -8%
OMC
1032
Old Mission Capital
Illinois
$1.95M +$1.95M +17,045 New
Bank Julius Baer & Co
1033
Bank Julius Baer & Co
Switzerland
$1.94M +$316K +2,761 +19%
LWM
1034
Laidlaw Wealth Management
New York
$1.94M +$1.94M +16,919 New
CBFP
1035
Cedar Brook Financial Partners
Ohio
$1.93M +$26.6K +232 +1%
BAS
1036
Brown Advisory Securities
Maryland
$1.93M -$94.1K -822 -5%
LFG
1037
Leverty Financial Group
Wisconsin
$1.91M +$1.91M +16,707 New
MBTD
1038
Mechanics Bank - Trust Department
California
$1.91M – – –
KBFS
1039
Kohmann Bosshard Financial Services
Ohio
$1.91M -$74.4K -650 -4%
VAFP
1040
Vahanian & Associates Financial Planning
New York
$1.9M +$1.9M +16,621 New
FFA
1041
First Foundation Advisors
California
$1.89M +$6.87K +60 +0.4%
PWMG
1042
Provence Wealth Management Group
California
$1.89M +$1.89M +16,509 New
MPM
1043
Meritage Portfolio Management
Kansas
$1.89M -$393K -3,429 -17%
LF
1044
LifeSteps Financial
California
$1.88M +$328K +2,864 +21%
LPIC
1045
LeJeune Puetz Investment Counsel
Michigan
$1.88M +$572 +5 +0%
IFG
1046
Investors Financial Group
Minnesota
$1.88M +$48.6K +424 +3%
MW
1047
Marcum Wealth
Ohio
$1.87M +$431K +3,765 +30%
CAL
1048
Capital Advisors Ltd
Ohio
$1.86M +$19.9K +174 +1%
NFC
1049
Northeast Financial Consultants
Connecticut
$1.86M +$156K +1,364 +9%
DWMG
1050
DB Wealth Management Group
California
$1.86M +$401K +3,499 +27%
40 41
42
43 44