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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
1
Provida Pension Fund Administrator
Chile
$854M
2
Bank of America
2
Bank of America
North Carolina
$3.47B
3
Truist Financial
3
Truist Financial
North Carolina
$666M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$2.62B
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$1.74B

Top Sellers

1
LCWP
1
Legacy Capital Wealth Partners
Arkansas
$13.1M
2
Morgan Stanley
2
Morgan Stanley
New York
$2.27B
3
HNB
3
Huntington National Bank
Ohio
$278M
4
Barclays
4
Barclays
United Kingdom
$7.18M
5
State Street
5
State Street
Massachusetts
$236M
Name Holding Trade Value Shares
Change 		Shares
Change %
WT
101
Whittier Trust
California
$63.2M +$6.58M +57,483 +12%
Rockefeller Capital Management
102
Rockefeller Capital Management
New York
$60.7M +$7.23M +63,163 +14%
SSB
103
Sandy Spring Bank
Maryland
$60.6M +$2.75M +23,973 +5%
OAM
104
Oppenheimer Asset Management
New York
$60.6M +$1.72M +15,016 +3%
VFA
105
Voya Financial Advisors
Connecticut
$60.3M +$1.95M +16,972 +3%
CAPTRUST Financial Advisors
106
CAPTRUST Financial Advisors
North Carolina
$58.8M +$767K +6,702 +1%
MGIA
107
Moneta Group Investment Advisors
Missouri
$58.3M +$2.79M +24,357 +5%
BCI
108
Brinker Capital Investments
Pennsylvania
$58.2M +$8.29M +72,383 +17%
FMII
109
Farmers & Merchants Investments Inc
Nebraska
$56.9M +$2.16M +18,861 +4%
Franklin Resources
110
Franklin Resources
California
$56.7M +$2.73M +23,807 +5%
JSW
111
Journey Strategic Wealth
New Jersey
$56M +$56M +489,120 New
GIM
112
Goelzer Investment Management
Indiana
$54.4M -$485K -4,235 -0.9%
Cetera Investment Advisers
113
Cetera Investment Advisers
Illinois
$52.6M +$3.88M +33,907 +8%
Bank of Nova Scotia
114
Bank of Nova Scotia
Ontario, Canada
$51.8M +$314K +2,742 +0.6%
GWM
115
Geneos Wealth Management
Colorado
$51.6M -$1.86M -16,225 -3%
BF
116
BOK Financial
Oklahoma
$51M +$4.72M +41,180 +10%
TF
117
TIAA FSB
Florida
$50M -$323K -2,820 -0.6%
CTA
118
Chesley Taft & Associates
Illinois
$49.2M +$19.5M +170,127 +66%
SLT
119
St Louis Trust
Missouri
$49M +$1.21M +10,594 +3%
PA
120
Parallel Advisors
California
$48.6M +$14.9M +130,067 +44%
SWM
121
SigFig Wealth Management
California
$48M +$2.25M +19,656 +5%
MIA
122
MainStreet Investment Advisors
Illinois
$47.9M -$546K -4,772 -1%
VA
123
Valmark Advisers
Ohio
$47.3M -$1.73M -15,137 -4%
AAS
124
Avantax Advisory Services
Texas
$46.6M +$3.66M +31,957 +9%
AWM
125
AE Wealth Management
Kansas
$46.4M -$19.2M -167,660 -29%
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5
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