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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 %
CIA
1201
Choate Investment Advisors
Massachusetts
$1.16M +$214K +1,867 +23%
DBT
1202
Dubuque Bank & Trust
Iowa
$1.16M – – –
RIG
1203
RiverFront Investment Group
Virginia
$1.15M +$1.15M +10,058 New
TFM
1204
TFC Financial Management
Massachusetts
$1.15M -$45.8K -400 -4%
NS
1205
Newman & Schimel
Illinois
$1.15M +$71.6K +625 +7%
FB
1206
First Bancorp
Maine
$1.15M -$17.9K -156 -2%
BWM
1207
Birchcreek Wealth Management
Ohio
$1.14M +$118K +1,028 +12%
BFS
1208
Bickling Financial Services
Massachusetts
$1.14M -$40.4K -353 -3%
TLFA
1209
True Link Financial Advisors
California
$1.13M +$253K +2,210 +29%
GWM
1210
GSB Wealth Management
Connecticut
$1.13M +$816K +7,129 +259%
Citadel Advisors
1211
Citadel Advisors
Florida
$1.13M +$1.13M +9,865 New
CCG
1212
Cypress Capital Group
Florida
$1.13M +$66.3K +579 +6%
FIM
1213
Freedom Investment Management
Connecticut
$1.13M -$187K -1,636 -14%
SSW
1214
Smith Shellnut Wilson
Mississippi
$1.12M +$22.6K +197 +2%
ACG
1215
Allen Capital Group
Nebraska
$1.12M -$19.9K -174 -2%
FPGK
1216
Financial Partners Group (Kansas)
Kansas
$1.11M +$232K +2,186 +26%
SFP
1217
Sweet Financial Partners
Minnesota
$1.11M +$1.11M +9,654 New
CA
1218
Claro Advisors
Massachusetts
$1.1M +$292K +2,553 +36%
PSF
1219
Pacific Sun Financial
California
$1.1M – – –
SWA
1220
Strategies Wealth Advisors
Michigan
$1.09M +$1.09M +9,538 New
AL
1221
ADE LLC
Maryland
$1.09M -$11.5K -101 -1%
AOWM
1222
Alpha Omega Wealth Management
Virginia
$1.08M +$8.7K +77 +0.8%
CHA
1223
Carmichael Hill & Associates
Maryland
$1.08M +$346K +3,021 +47%
LWAC
1224
Laurel Wealth Advisors (California)
California
$1.08M +$351K +3,063 +48%
FCFC
1225
First Commonwealth Financial Corp
Pennsylvania
$1.08M -$229 -2 -0%
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