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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 %
SF
1226
SBK Financial
Virginia
$1.08M +$1.08M +9,394 New
EWA
1227
ERTS Wealth Advisors
Michigan
$1.07M -$30K -262 -3%
WIP
1228
WealthCare Investment Partners
Rhode Island
$1.07M +$1.07M +9,333 New
CTFG
1229
Capstone Triton Financial Group
Oklahoma
$1.07M +$58.8K +513 +6%
KAM
1230
Kraft Asset Management
Tennessee
$1.06M +$1.06M +9,248 New
SEEDPG
1231
S.E.E.D. Planning Group
New York
$1.06M -$20.5K -179 -2%
WFAG
1232
Wescott Financial Advisory Group
Pennsylvania
$1.05M +$43.1K +376 +4%
NRI
1233
NFP Retirement Inc
California
$1.05M +$69.1K +603 +7%
MWM
1234
Minot Wealth Management
Massachusetts
$1.05M +$276K +2,410 +36%
CA
1235
Calton & Associates
Florida
$1.04M -$57.8K -505 -5%
TCPWM
1236
Traverso Chambers Private Wealth Management
California
$1.04M -$39.3K -343 -4%
ZIC
1237
ZWJ Investment Counsel
Georgia
$1.04M -$11.2K -98 -1%
BFM
1238
Broadview Financial Management
Wisconsin
$1.04M +$3.89K +34 +0.4%
STA
1239
Summit Trail Advisors
New York
$1.04M +$67.8K +592 +7%
CT
1240
Columbia Trust
Oregon
$1.04M – – –
B
1241
Brightworth
Georgia
$1.03M +$620K +5,414 +151%
BBW
1242
Blue Barn Wealth
Utah
$1.03M +$3.44K +30 +0.3%
Invesco
1243
Invesco
Georgia
$1.02M -$189K -1,652 -16%
EBSAM
1244
Eubel Brady & Suttman Asset Management
Ohio
$1.02M +$692K +6,046 +214%
FF
1245
Friedenthal Financial
New Jersey
$1.01M +$1.01M +8,855 New
GKWIM
1246
Gerber Kawasaki Wealth & Investment Management
California
$1.01M +$1.01M +8,805 +20,011%
S
1247
SignatureFD
Georgia
$1.01M -$96.9K -846 -9%
WDG
1248
Wealth Dimensions Group
Ohio
$1.01M +$30.8K +269 +3%
KLCM
1249
KG&L Capital Management
Louisiana
$1.01M +$23.8K +208 +2%
SIC
1250
Samalin Investment Counsel
New York
$1M +$30K +262 +3%
48 49
50
51 52