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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 %
LFG
1626
Larson Financial Group
Missouri
$379K -$128K -1,119 -25%
TA
1627
TruWealth Advisors
Louisiana
$378K +$344 +3 +0.1%
AWA
1628
Acorn Wealth Advisors
Michigan
$378K +$1.95K +17 +0.5%
HR
1629
Hayden Royal
North Carolina
$378K +$5.27K +46 +1%
KSWA
1630
Kathleen S. Wright Associates
Pennsylvania
$378K +$378K +3,304 New
IIC
1631
Ironwood Investment Counsel
Arizona
$377K -$35.7K -312 -9%
EHC
1632
Everett Harris & Co
California
$377K – – –
MCWA
1633
Meadow Creek Wealth Advisors
Georgia
$377K +$377K +3,292 New
FPCG
1634
Fort Pitt Capital Group
Pennsylvania
$376K +$131K +1,142 +53%
DP
1635
DDD Partners
Washington
$372K +$372K +3,249 New
HFG
1636
Heron Financial Group
New York
$371K -$4.82K -45 -1%
3LCM
1637
3D/L Capital Management
Connecticut
$371K +$915 +8 +0.2%
LG
1638
Leuthold Group
Minnesota
$370K +$11.3K +99 +3%
GWM
1639
GDS Wealth Management
Texas
$370K +$370K +3,228 New
PL
1640
Plancorp LLC
Missouri
$369K +$70.2K +612 +23%
ClearBridge Investments
1641
ClearBridge Investments
New York
$368K -$201K -1,755 -35%
MTC
1642
McDaniel Terry & Co
Texas
$368K +$368K +3,215 New
FCH
1643
Freestone Capital Holdings
Washington
$368K +$368K +3,216 New
PIA
1644
Powell Investment Advisors
Florida
$367K +$4.12K +36 +1%
IP
1645
Investment Partners
Ohio
$366K -$6.87K -60 -2%
HWM
1646
Horizon Wealth Management
Illinois
$366K +$366K +3,195 New
GC
1647
Garde Capital
Washington
$365K – – –
GG
1648
GenWealth Group
New Jersey
$365K +$1.26K +11 +0.3%
IC
1649
Innealta Capital
Texas
$363K +$41.4K +361 +13%
FAM
1650
Formidable Asset Management
Ohio
$360K -$2.55K -22 -0.7%
64 65
66
67 68