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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 %
BCM
1576
Brasada Capital Management
Texas
$431K +$431K +3,799 New
ODFS
1577
O'Donnell Financial Services
California
$430K -$256K -2,462 -37%
GIA
1578
Guyasuta Investment Advisors
Pennsylvania
$428K – – –
6M
1579
6 Meridian
Kansas
$428K +$10.1K +88 +2%
SAM
1580
Seelaus Asset Management
New Jersey
$427K +$10.5K +92 +3%
DWM
1581
Doyle Wealth Management
Florida
$427K +$45.9K +401 +12%
PAM
1582
Palisade Asset Management
Minnesota
$427K +$67.8K +592 +19%
OBWP
1583
O'Brien Wealth Partners
Massachusetts
$426K +$426K +3,987 New
HT
1584
Heritage Trust
Oklahoma
$424K – – –
OWM
1585
Orgel Wealth Management
Wisconsin
$423K +$30.4K +266 +8%
SAM
1586
S.A. Mason
Michigan
$422K +$22.9K +200 +6%
HPA
1587
High Probability Advisors
New York
$421K – – –
FA
1588
Fermata Advisors
California
$421K -$15K -131 -3%
PCA
1589
Pallas Capital Advisors
Massachusetts
$419K +$47.3K +452 +13%
ACP
1590
Arcus Capital Partners
Georgia
$418K +$4.69K +41 +1%
WB
1591
Webster Bank
Connecticut
$416K +$72.2K +630 +21%
ZIG
1592
Zullo Investment Group
Pennsylvania
$416K +$416K +3,632 New
MJRIC
1593
Mogy Joel R Investment Counsel
California
$415K +$73.9K +645 +22%
HWA
1594
Heartwood Wealth Advisors
Virginia
$413K +$49.1K +429 +14%
AP
1595
Appleton Partners
Massachusetts
$411K +$93.5K +817 +29%
GAG
1596
GM Advisory Group
New York
$410K +$36.3K +317 +10%
HH
1597
HWG Holdings
Texas
$409K +$409K +3,570 New
CWS
1598
Confluence Wealth Services
Pennsylvania
$409K +$409K +3,576 New
SFS
1599
Stiles Financial Services
Minnesota
$403K +$403K +3,520 New
AFG
1600
Allegheny Financial Group
Pennsylvania
$402K +$2.29K +20 +0.6%
62 63
64
65 66