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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 %
AWS
1376
AJ Wealth Strategies
New York
$733K – – –
AIA
1377
Alera Investment Advisors
Illinois
$729K +$205K +1,791 +39%
SFA
1378
Source Financial Advisors
New York
$727K +$53.3K +465 +8%
DSA
1379
Droms Strauss Advisors
Missouri
$725K -$2.06K -18 -0.3%
EWA
1380
EverSource Wealth Advisors
Alabama
$724K +$724K +6,313 New
CMP
1381
Courage Miller Partners
Virginia
$723K +$35.1K +306 +5%
TFA
1382
Triad Financial Advisors
North Carolina
$721K +$721K +6,300 New
WLIM
1383
White Lighthouse Investment Management
Massachusetts
$719K +$5.96K +52 +0.8%
GFPC
1384
Global Financial Private Client
Florida
$719K +$53.8K +470 +8%
PAM
1385
Private Asset Management
California
$715K -$15.5K -135 -2%
MCM
1386
McRae Capital Management
New Jersey
$714K -$132K -1,156 -16%
DG
1387
Doman Group
New York
$709K +$709K +6,193 New
F
1388
F3Logic
Minnesota
$706K +$40.7K +355 +6%
DBRC
1389
D.B. Root & Company
Pennsylvania
$706K +$63.3K +553 +10%
CANC
1390
Culbertson A N & Co
Virginia
$704K -$57.2K -500 -8%
DIP
1391
DT Investment Partners
Pennsylvania
$703K +$42.4K +370 +6%
EW
1392
Evoke Wealth
California
$703K +$103K +903 +17%
AA
1393
Argent Advisors
Louisiana
$699K – – –
BFA
1394
Bragg Financial Advisors
North Carolina
$698K – – –
CWM
1395
C2C Wealth Management
Arizona
$694K +$694K +6,071 New
SCA
1396
St. Clair Advisors
Ohio
$694K +$19.2K +168 +3%
DSC
1397
Duncker Streett & Co
Missouri
$692K -$9.27K -81 -1%
PFA
1398
Pinnacle Family Advisors
Missouri
$692K +$41.2K +360 +6%
FAG
1399
Fortitude Advisory Group
Washington
$689K +$689K +6,014 New
NLG
1400
New Legacy Group
New York
$687K +$687K +6,000 New
54 55
56
57 58