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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 %
PD
1401
Planning Directions
Pennsylvania
$682K +$57.5K +502 +9%
ACM
1402
Ategra Capital Management
Virginia
$681K +$32.4K +283 +5%
MLL
1403
Moody Lynn & Lieberson
Massachusetts
$679K +$6.41K +56 +1%
TC
1404
Truvestments Capital
Florida
$678K +$58K +507 +9%
LNB
1405
Ledyard National Bank
$673K -$24.4K -213 -3%
BWG
1406
Beta Wealth Group
California
$669K – – –
RZH
1407
Relyea Zuckerberg Hanson
Connecticut
$669K – – –
TA
1408
Trellis Advisors
Washington
$667K – – –
WCM
1409
WealthBridge Capital Management
Ohio
$666K +$127K +1,108 +24%
SWP
1410
Strategic Wealth Partners
Ohio
$665K -$63.1K -551 -9%
KA
1411
Kearns & Associates
California
$665K +$665K +5,808 New
AAMA
1412
Advanced Asset Management Advisors
Ohio
$662K – – –
ACM
1413
Advisors Capital Management
New Jersey
$660K +$71.2K +622 +12%
HCMT
1414
Highland Capital Management (Tennessee)
Tennessee
$656K -$2.29K -20 -0.3%
RBFC
1415
Roman Butler Fullerton & Co
Missouri
$655K +$58.2K +508 +10%
RBC
1416
Roble Belko & Company
Pennsylvania
$654K -$51K -445 -7%
WC
1417
Woodstock Corp
Massachusetts
$651K +$29.2K +255 +5%
TWP
1418
Tower Wealth Partners
Pennsylvania
$648K -$1.72K -15 -0.3%
CSPIA
1419
Cary Street Partners Investment Advisory
Virginia
$648K +$99.6K +870 +18%
IFAM
1420
Institutional & Family Asset Management
Colorado
$644K -$431K -3,759 -40%
PG
1421
Patten Group
Tennessee
$643K +$11.9K +104 +2%
PMG
1422
Private Management Group
California
$641K -$240K -2,100 -27%
KM
1423
Kalos Management
Georgia
$641K +$12.5K +104 +2%
LBC
1424
Lawrence B. Cohen
$639K +$639K +5,578 New
OWA
1425
One Wealth Advisors
California
$637K +$155K +1,356 +32%
55 56
57
58 59