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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 %
RAM
1101
Riggs Asset Management
Pennsylvania
$1.59M +$1.41M +12,309 +777%
RB
1102
Renasant Bank
Mississippi
$1.59M +$590K +5,154 +59%
TCA
1103
Transcend Capital Advisors
New Jersey
$1.58M +$73.7K +644 +5%
SAM
1104
Secure Asset Management
Michigan
$1.58M +$243K +2,121 +18%
KFP
1105
KMG Fiduciary Partners
Ohio
$1.56M -$132K -1,156 -8%
JFG
1106
JMG Financial Group
Illinois
$1.56M +$6.3K +55 +0.4%
LRWA
1107
Long Run Wealth Advisors
New York
$1.56M +$1.56M +13,651 New
MSAM
1108
Moloney Securities Asset Management
Missouri
$1.56M +$18.2K +159 +1%
BO
1109
Bank OZK
Arkansas
$1.55M -$59.4K -519 -4%
AC
1110
AlphaCore Capital
California
$1.55M -$175K -1,530 -10%
OWP
1111
Obermeyer Wealth Partners
Colorado
$1.55M +$51K +445 +3%
AWC
1112
Adamsbrown Wealth Consultants
Kansas
$1.55M +$1.55M +13,494 New
HWM
1113
Hohimer Wealth Management
Washington
$1.54M +$107K +934 +7%
WHG
1114
Westwood Holdings Group
Texas
$1.54M +$174K +1,520 +13%
AMM
1115
American Money Management
California
$1.53M +$913K +7,977 +148%
CT
1116
Cambridge Trust
Massachusetts
$1.53M +$348K +3,035 +30%
KP
1117
Keel Point
Alabama
$1.52M +$114K +993 +8%
BB
1118
Busey Bank
Illinois
$1.52M +$66.3K +579 +5%
LF
1119
Lantz Financial
Illinois
$1.51M +$257K +2,241 +21%
VCA
1120
Verdence Capital Advisors
Maryland
$1.5M +$46.9K +410 +3%
ATWA
1121
Arbor Trust Wealth Advisors
Michigan
$1.5M +$47K +410 +3%
EIA
1122
Eldridge Investment Advisors
New Hampshire
$1.5M +$14.8K +129 +1%
RT
1123
Rockland Trust
Massachusetts
$1.5M +$347K +3,032 +30%
BO
1124
BRR OpCo
Ohio
$1.5M -$42K -367 -3%
IFA
1125
Index Fund Advisors
California
$1.49M +$1.49M +13,021 New
43 44
45
46 47