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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 %
WCWM
1426
Willow Creek Wealth Management
California
$633K – – –
SFP
1427
Strategic Financial Planning
Texas
$629K -$10.2K -89 -2%
QPWM
1428
Quadrant Private Wealth Management
Pennsylvania
$627K +$62.3K +544 +11%
RWP
1429
RWA Wealth Partners
Massachusetts
$624K +$12.2K +107 +2%
BI
1430
Ballast Inc
Kentucky
$622K +$79.3K +693 +15%
HCC
1431
Hirtle Callaghan & Co
Pennsylvania
$622K +$622K +5,430 New
ST
1432
Somerset Trust
Pennsylvania
$619K – – –
MA
1433
MONECO Advisors
Connecticut
$617K +$106K +1,009 +21%
GHA
1434
GW Henssler & Associates
Georgia
$615K +$615K +5,375 New
CCT
1435
Capital City Trust
Florida
$614K -$25.7K -224 -4%
OFG
1436
OmniStar Financial Group
North Carolina
$613K -$120K -1,052 -16%
1WA
1437
180 Wealth Advisors
Washington
$610K +$37.3K +356 +7%
SC
1438
Scotia Capital
Ontario, Canada
$609K -$164K -1,428 -21%
WPC
1439
White Pine Capital
Minnesota
$609K +$5.85K +51 +1%
HNWA
1440
Henrickson Nauta Wealth Advisors
Michigan
$608K +$608K +5,667 New
LWCFA
1441
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$607K – – –
SAS
1442
Sage Advisory Services
Texas
$603K -$10.9M -94,811 -95%
TSS
1443
Two Sigma Securities
New York
$603K -$658K -5,750 -52%
C
1444
CEDRUS
Colorado
$602K +$602K +5,261 New
EWA
1445
Exencial Wealth Advisors
Oklahoma
$602K +$602K +5,262 New
WPP
1446
Whalerock Point Partners
Rhode Island
$600K +$115 +1 +0%
VCP
1447
Vista Capital Partners
Oregon
$600K – – –
PI
1448
Parkside Investments
Illinois
$600K – – –
FBB
1449
Fulton Breakefield Broenniman
Maryland
$598K +$96.5K +843 +19%
GC
1450
Gibson Capital
Pennsylvania
$597K +$12.2K +107 +2%
56 57
58
59 60