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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 %
QCM
1051
Quest Capital Management
Texas
$1.86M -$87K -760 -4%
C
1052
Clearshares
New York
$1.85M – – –
RWRC
1053
R.W. Roge & Company
New York
$1.84M -$995K -9,500 -35%
E
1054
ETFidea
New York
$1.84M +$1.84M +16,094 New
LC
1055
LCNB Corp
Ohio
$1.84M -$105K -915 -5%
NYLIM
1056
New York Life Investment Management
New York
$1.84M +$253K +2,209 +16%
SSWM
1057
Sheets Smith Wealth Management
North Carolina
$1.83M -$254K -2,220 -12%
TA
1058
TFG Advisers
Michigan
$1.83M +$2.86K +25 +0.2%
CA
1059
Cambridge Advisors
Nebraska
$1.82M +$133K +1,163 +8%
PA
1060
PFG Advisors
Arizona
$1.82M -$5.84K -51 -0.3%
GIA
1061
Goodwin Investment Advisory
Georgia
$1.82M +$518K +4,533 +40%
FM
1062
Family Management
New York
$1.82M -$99.2K -866 -5%
EPA
1063
Element Pointe Advisors
Florida
$1.8M – – –
BWM
1064
Baystate Wealth Management
Massachusetts
$1.8M +$447K +3,907 +33%
JF
1065
JSF Financial
California
$1.79M +$146K +1,273 +9%
FFN
1066
Focus Financial Network
Minnesota
$1.78M -$30.6K -267 -2%
WF
1067
Welch & Forbes
Massachusetts
$1.77M +$202K +1,765 +13%
SFG
1068
Sovereign Financial Group
Connecticut
$1.76M +$1.37M +11,985 +352%
CFD
1069
Creative Financial Designs
Indiana
$1.76M +$329K +2,869 +23%
SHWM
1070
Silicon Hills Wealth Management
Texas
$1.76M -$1.84M -16,085 -51%
BPC
1071
Banque Pictet & Cie
Switzerland
$1.76M +$68.7K +600 +4%
QCIG
1072
Quad-Cities Investment Group
Iowa
$1.75M +$117K +1,018 +7%
CAAM
1073
Cornerstone Advisors Asset Management
Pennsylvania
$1.75M +$1.75M +15,272 New
PCFFS
1074
Pacific Center for Financial Services
California
$1.74M -$5.38K -47 -0.3%
VWA
1075
V Wealth Advisors
Kansas
$1.74M -$18.7K -163 -1%
41 42
43
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