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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 %
AFAS
1601
Acorn Financial Advisory Services
Virginia
$401K -$4.13K -36 -1%
IA
1602
Inspire Advisors
Idaho
$399K +$399K +3,481 New
APWA
1603
Atlas Private Wealth Advisors
New Jersey
$398K -$197K -1,721 -33%
VPIM
1604
Vanguard Personalized Indexing Management
California
$397K +$109K +953 +38%
AIA
1605
Angeles Investment Advisors
California
$396K – – –
OC
1606
Oarsman Capital
Wisconsin
$396K +$8.59K +75 +2%
SNB
1607
Security National Bank
Nebraska
$394K -$58.9K -514 -13%
GWS
1608
Glassman Wealth Services
Virginia
$394K +$6.76K +59 +2%
BWA
1609
Blodgett Wealth Advisors
California
$394K +$394K +3,440 New
CS
1610
Cannell & Spears
New York
$393K – – –
PWP
1611
Principle Wealth Partners
Connecticut
$393K +$59.6K +520 +18%
AWA
1612
Alta Wealth Advisors
Massachusetts
$392K +$45.2K +395 +13%
MFW
1613
Mosaic Family Wealth
Missouri
$391K +$20.6K +180 +6%
PCM
1614
Poehling Capital Management
Wisconsin
$389K – – –
HAIM
1615
Hunter Associates Investment Management
Pennsylvania
$389K +$14.9K +130 +4%
FF
1616
FourThought Financial
Florida
$388K -$33K -288 -8%
BWP
1617
Bernardo Wealth Planning
Pennsylvania
$388K -$5.72K -50 -1%
CGFA
1618
Colton Groome Financial Advisors
North Carolina
$387K -$915 -8 -0.2%
CRCM
1619
Corbett Road Capital Management
Virginia
$386K -$68.8K -601 -15%
VI
1620
Vestcor Inc
New Brunswick, Canada
$386K – – –
DA
1621
Detalus Advisors
Missouri
$385K +$31K +271 +9%
FDCC
1622
Foster Dykema Cabot & Co
Massachusetts
$384K -$43.9K -383 -10%
CFA
1623
Camarda Financial Advisors
Florida
$383K +$3.09K +27 +0.8%
AWA
1624
Archvest Wealth Advisors
California
$382K +$382K +3,335 New
LOPW
1625
Live Oak Private Wealth
North Carolina
$381K +$5.84K +51 +2%
63 64
65
66 67