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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 %
TA
1126
Tiedemann Advisors
New York
$1.49M -$858K -7,501 -37%
MTIC
1127
Missouri Trust & Investment Company
Missouri
$1.49M +$1.49M +13,004 New
FWP
1128
Firethorn Wealth Partners
Georgia
$1.48M +$1.48M +12,891 New
JWS
1129
Juncture Wealth Strategies
Arizona
$1.47M +$43.7K +382 +3%
PW
1130
Peninsula Wealth
California
$1.47M +$12.8K +112 +0.9%
TAM
1131
Townsend Asset Management
North Carolina
$1.45M +$26K +227 +2%
MLIC
1132
Mandatum Life Insurance Company
Finland
$1.45M – – –
BA
1133
Ballast Advisors
Minnesota
$1.44M – – –
WA
1134
WP Advisors
California
$1.44M +$16.3K +142 +1%
SFG
1135
Sowa Financial Group
Rhode Island
$1.44M +$9.16K +80 +0.6%
DJYG
1136
David J. Yvars Group
Florida
$1.44M -$46K -402 -3%
IP
1137
Ignite Planners
California
$1.44M +$1.44M +12,939 New
CFA
1138
CWS Financial Advisors
Michigan
$1.43M +$1.43M +12,501 New
STC
1139
Sarah T. Connolly
$1.43M +$853K +7,451 +149%
BMD
1140
Better Money Decisions
New Mexico
$1.43M -$727K -6,347 -34%
WCP
1141
Wick Capital Partners
Pennsylvania
$1.43M +$1.43M +12,448 New
BFA
1142
Beacon Financial Advisory
Ohio
$1.42M +$58.2K +508 +4%
IAIM
1143
International Assets Investment Management
Florida
$1.41M +$68.4K +597 +5%
MSRPS
1144
Maryland State Retirement & Pension System
Maryland
$1.41M -$140K -1,225 -9%
BDF
1145
Balasa Dinverno & Foltz
$1.41M – – –
PA
1146
Procyon Advisors
Connecticut
$1.4M -$17.6K -154 -1%
EWM
1147
Empirical Wealth Management
Washington
$1.4M +$91.5K +799 +7%
RPGK
1148
Retirement Planning Group (Kansas)
Kansas
$1.4M -$33.4K -292 -2%
CL
1149
Choreo LLC
Illinois
$1.4M -$41.8K -365 -3%
TTWM
1150
TCV Trust & Wealth Management
Virginia
$1.4M +$25.8K +225 +2%
44 45
46
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