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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 %
SMG
1476
Smart Money Group
Texas
$552K -$22.4K -196 -4%
WWM
1477
Wolff Wiese Magana
California
$546K +$17.9K +156 +3%
RRWA
1478
Rainey & Randall Wealth Advisors
Florida
$543K +$41.9K +366 +8%
CG
1479
Caprock Group
Idaho
$543K +$65.4K +571 +14%
OWA
1480
Octavia Wealth Advisors
Ohio
$542K +$133K +1,163 +33%
CP
1481
Cumberland Partners
Ontario, Canada
$540K -$478K -4,179 -47%
GI
1482
GS Investments
Minnesota
$540K +$5.84K +51 +1%
SP
1483
Successful Portfolios
Florida
$540K +$8.36K +73 +2%
VAS
1484
Vestmark Advisory Solutions
Massachusetts
$540K +$64.6K +565 +14%
AIM
1485
Alhambra Investment Management
Florida
$539K -$129K -1,128 -19%
T. Rowe Price Associates
1486
T. Rowe Price Associates
Maryland
$539K – – –
KCA
1487
Karn Couzens & Associates
Connecticut
$539K +$102K +887 +23%
MAA
1488
Matrix Asset Advisors
New York
$539K +$142K +1,244 +36%
BCM
1489
Bayesian Capital Management
New York
$538K -$469K -4,100 -47%
LWM
1490
Lyell Wealth Management
California
$538K +$94.5K +825 +21%
TWM
1491
Titus Wealth Management
California
$537K +$4.01K +35 +0.8%
Calamos Advisors
1492
Calamos Advisors
Illinois
$534K +$534K +4,659 New
HWM
1493
HighMark Wealth Management
Minnesota
$532K -$4.81K -42 -0.9%
APC
1494
Aspire Private Capital
North Carolina
$528K -$20.3K -177 -4%
RIL
1495
Rothschild Investment LLC
Illinois
$527K – – –
HIM
1496
Hanlon Investment Management
New Jersey
$526K +$6.53K +57 +1%
OBWG
1497
Onyx Bridge Wealth Group
New York
$525K -$5.78K -50 -1%
BS
1498
Banco Santander
Spain
$524K +$286K +2,500 +120%
FM
1499
Foster & Motley
Ohio
$522K +$45.8K +400 +10%
BWP
1500
Baldwin Wealth Partners
Massachusetts
$521K +$64.1K +560 +14%
58 59
60
61 62