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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 %
GAMC
1526
Garner Asset Management Corp
Texas
$491K +$3.32K +29 +0.7%
CL
1527
CPWM LLC
Washington
$490K – – –
SIC
1528
Salem Investment Counselors
North Carolina
$489K -$183K -1,599 -27%
SAS
1529
Stelac Advisory Services
New York
$489K +$122K +1,069 +33%
TFS
1530
TrustCore Financial Services
Tennessee
$487K +$5.27K +46 +1%
MIM
1531
Macroview Investment Management
Maryland
$487K +$6.76K +59 +1%
MAP
1532
Milestone Advisory Partners
North Carolina
$486K +$98.4K +860 +25%
SRC
1533
Sage Rhino Capital
California
$485K +$60.4K +528 +14%
OPWM
1534
Oxinas Partners Wealth Management
Indiana
$484K -$802 -7 -0.2%
PHIC
1535
Pine Haven Investment Counsel
Massachusetts
$484K +$484K +4,230 New
BFS
1536
Bradley Foster & Sargent
Connecticut
$483K -$12.2K -107 -2%
NFSG
1537
Newbridge Financial Services Group
Florida
$483K +$141K +1,232 +41%
KCM
1538
Karp Capital Management
California
$480K -$12.3K -107 -2%
GWA
1539
GGM Wealth Advisors
Maryland
$480K +$48.4K +427 +11%
NWM
1540
NEIRG Wealth Management
Massachusetts
$479K +$479K +4,180 New
IWA
1541
Intercontinental Wealth Advisors
Texas
$478K – – –
ULWM
1542
Upper Left Wealth Management
Florida
$478K +$478K +4,129 New
Betterment LLC
1543
Betterment LLC
New York
$477K +$477K +4,167 New
TCM
1544
TD Capital Management
Tennessee
$476K +$30K +262 +7%
ECG
1545
Edge Capital Group
Georgia
$475K +$475K +4,148 New
MCM
1546
Mitchell Capital Management
Kansas
$473K -$61.4K -536 -11%
SFP
1547
Shepherd Financial Partners
Massachusetts
$473K +$77K +672 +19%
SWM
1548
Segment Wealth Management
Texas
$472K +$233K +2,034 +97%
PCM
1549
Palisade Capital Management
New Jersey
$471K +$47.6K +416 +11%
RFWA
1550
RPg Family Wealth Advisory
Massachusetts
$469K – – –
60 61
62
63 64