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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 %
MMA
1501
Miracle Mile Advisors
California
$520K +$166K +1,454 +47%
KF
1502
Krilogy Financial
Missouri
$518K +$5.27K +46 +1%
KIA
1503
KCM Investment Advisors
California
$516K -$18.4K -161 -3%
BAM
1504
Berkshire Asset Management
Pennsylvania
$515K -$31.2K -273 -6%
NPP
1505
New Potomac Partners
Maryland
$515K +$2.52K +22 +0.5%
MAM
1506
MMA Asset Management
Pennsylvania
$514K -$4.36K -38 -0.8%
PTP
1507
Platform Technology Partners
New York
$514K +$115 +1 +0%
FEG
1508
Fund Evaluation Group
Ohio
$514K +$31.2K +273 +6%
IIA
1509
IPG Investment Advisors
California
$514K +$514K +4,488 New
BP
1510
BBR Partners
New York
$513K +$77.9K +680 +18%
BTWM
1511
Baker Tilly Wealth Management
Wisconsin
$511K +$82.2K +717 +19%
ACI
1512
Alpha Cubed Investments
California
$507K -$3.43K -30 -0.7%
1SB
1513
1ST Source Bank
Indiana
$507K – – –
AFM
1514
Abbot Financial Management
Massachusetts
$507K +$507K +4,427 New
PCA
1515
Peddock Capital Advisors
Massachusetts
$505K – – –
AIFAIM
1516
American Institute for Advanced Investment Management
Arizona
$503K – – –
FCM
1517
Firestone Capital Management
Florida
$503K +$14.9K +130 +3%
WP
1518
WealthPLAN Partners
Nebraska
$502K -$42.9K -404 -8%
HWM
1519
Howard Wealth Management
Connecticut
$502K -$1.49K -13 -0.3%
NSIM
1520
North Star Investment Management
Illinois
$501K +$7.56K +66 +2%
SFG
1521
SNS Financial Group
Minnesota
$498K -$5.73K -50 -1%
NCM
1522
NCM Capital Management
New Jersey
$496K +$496K +4,329 New
AUB
1523
Atlantic Union Bankshares
Virginia
$494K +$138K +1,209 +39%
PG
1524
Prostatis Group
Maryland
$493K -$68.4K -597 -12%
HBWM
1525
Hollow Brook Wealth Management
New York
$492K +$209K +1,822 +74%
59 60
61
62 63