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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 %
LFG
1451
Lockerman Financial Group
California
$593K +$593K +5,176 New
WH
1452
Willner & Heller
California
$588K +$588K +5,382 New
DI
1453
DAGCO Inc
Ohio
$586K -$93.1K -813 -14%
RM
1454
Resource Management
Louisiana
$585K +$125K +1,089 +27%
WFA
1455
WMG Financial Advisors
Tennessee
$584K +$584K +5,108 New
PWM
1456
PBMares Wealth Management
Virginia
$579K -$5.61K -49 -1%
LRIA
1457
Leonard Rickey Investment Advisors
Washington
$579K +$113K +984 +24%
Fisher Asset Management
1458
Fisher Asset Management
Washington
$578K -$187K -1,634 -24%
VAM
1459
Verity Asset Management
North Carolina
$578K +$50.5K +441 +10%
SBWIC
1460
Schaper Benz & Wise Investment Counsel
Wisconsin
$577K +$577K +5,042 New
LCM
1461
Linker Capital Management
Kentucky
$573K +$573K +5,000 New
CSWM
1462
Cassady Schiller Wealth Management
Ohio
$572K +$572K +4,992 New
KFS
1463
Kelly Financial Services
Massachusetts
$572K +$152K +1,324 +36%
LSPW
1464
Lake Street Private Wealth
Illinois
$569K +$115K +1,001 +25%
GC
1465
GFG Capital
Florida
$568K +$62.5K +545 +12%
SYBT
1466
Stock Yards Bank & Trust
Kentucky
$566K +$66.2K +578 +13%
CIA
1467
Compass Ion Advisors
Pennsylvania
$565K +$120K +1,049 +27%
AF
1468
Alerus Financial
North Dakota
$563K – – –
NB
1469
NBT Bank
New York
$562K – – –
M
1470
MOTCO
Texas
$559K -$156K -1,362 -22%
GAM
1471
Gemmer Asset Management
California
$559K -$458 -4 -0.1%
NL
1472
NVWM LLC
Pennsylvania
$559K +$542K +4,732 +3,155%
CIAS
1473
CBIZ Investment Advisory Services
Ohio
$558K +$558K +4,875 New
SEP
1474
Southland Equity Partners
Missouri
$558K -$344 -3 -0.1%
LCM
1475
Leisure Capital Management
California
$555K +$63.3K +553 +13%
57 58
59
60 61