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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
1
Provida Pension Fund Administrator
Chile
$854M
2
Bank of America
2
Bank of America
North Carolina
$3.47B
3
Truist Financial
3
Truist Financial
North Carolina
$666M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$2.62B
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$1.74B

Top Sellers

1
LCWP
1
Legacy Capital Wealth Partners
Arkansas
$13.1M
2
Morgan Stanley
2
Morgan Stanley
New York
$2.27B
3
HNB
3
Huntington National Bank
Ohio
$278M
4
Barclays
4
Barclays
United Kingdom
$7.18M
5
State Street
5
State Street
Massachusetts
$236M
Name Holding Trade Value Shares
Change 		Shares
Change %
FLPIM
126
F.L. Putnam Investment Management
Massachusetts
$46.3M +$988K +8,624 +2%
MCC
127
Money Concepts Capital
Florida
$45.9M +$45.9M +401,038 New
VWM
128
Venturi Wealth Management
Texas
$45.8M +$42.5M +371,421 +1,297%
MPWT
129
MassMutual Private Wealth & Trust
Connecticut
$45.6M -$22.1K -193 -0%
PA
130
Planning Alternatives
Michigan
$45.2M +$368K +3,211 +0.8%
CAI
131
Capital Advisors Inc
Oklahoma
$45.1M +$1.37M +11,955 +3%
CA
132
Cetera Advisors
Colorado
$45M -$1.9M -16,551 -4%
Mercer Global Advisors
133
Mercer Global Advisors
Colorado
$44.2M +$676K +5,906 +2%
CI
134
Conning Inc
Connecticut
$43.9M +$236K +2,060 +0.5%
CAG
135
Crestwood Advisors Group
Massachusetts
$43.9M +$4.46M +38,922 +11%
CPSAC
136
Chas P. Smith & Associates (CPS)
Florida
$43.8M +$91.3K +797 +0.2%
WA
137
Wealth Architects
California
$43.5M +$2.28M +19,904 +6%
Lazard Asset Management
138
Lazard Asset Management
New York
$43.5M +$238K +2,075 +0.5%
NQWM
139
Northwest Quadrant Wealth Management
Oregon
$43.4M -$1.06M -9,269 -2%
BSB
140
Bangor Savings Bank
Maine
$42.7M +$450K +3,928 +1%
VR
141
Viridian RIA
Washington
$42.6M +$42.6M +371,640 New
Fiera Capital (Canada)
142
Fiera Capital (Canada)
Quebec, Canada
$42.5M +$81.6K +713 +0.2%
CIBC Private Wealth Group
143
CIBC Private Wealth Group
Georgia
$42.4M +$1.46M +12,785 +4%
SPC
144
Sigma Planning Corp
Michigan
$41.7M +$4.63M +40,399 +12%
KA
145
Klingman & Associates
New York
$41.4M +$2.39M +20,906 +6%
CG
146
Colony Group
Massachusetts
$41.3M -$3.8M -33,193 -8%
FMWA
147
Forvis Mazars Wealth Advisors
Missouri
$41.2M +$995K +8,691 +2%
SWP
148
Stratos Wealth Partners
Ohio
$39.9M +$2.24M +19,567 +6%
5L
149
55I LLC
Massachusetts
$39.5M +$3.48M +30,406 +10%
GBT
150
Grove Bank & Trust
Florida
$39.4M +$2.13M +18,612 +6%
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