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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 %
BFG
1651
Beacon Financial Group
Texas
$356K +$8.56K +74 +2%
PWM
1652
Paulson Wealth Management
Illinois
$354K -$113K -985 -24%
FFA
1653
Founders Financial Alliance
North Carolina
$354K +$23.1K +202 +7%
Geode Capital Management
1654
Geode Capital Management
Massachusetts
$353K -$403K – –
SFP
1655
Sandbox Financial Partners
Maryland
$352K +$21.3K +186 +6%
DP
1656
Dearborn Partners
Illinois
$351K – – –
IFWM
1657
Institute for Wealth Management
Colorado
$349K -$9.62K -84 -3%
AIP
1658
ARS Investment Partners
New York
$349K – – –
TW
1659
Towerpoint Wealth
California
$349K +$1.95K +17 +0.6%
FMTC
1660
Farmers & Merchants Trust Company
California
$348K – – –
CWM
1661
Collaborative Wealth Management
Florida
$347K +$347K +3,027 New
TIAM2
1662
Tru Independence Asset Management 2
Oregon
$347K +$347K +3,028 New
BTW
1663
Boston Trust Walden
Massachusetts
$347K +$347K +3,033 New
PCMK
1664
Paragon Capital Management (Kansas)
Kansas
$346K -$57.7K -504 -14%
CSB
1665
City State Bank
Iowa
$346K +$346K +3,019 New
AIA
1666
Acute Investment Advisory
Arizona
$345K +$345K +3,012 New
SG Americas Securities
1667
SG Americas Securities
New York
$344K -$173K -1,512 -34%
CGPCS
1668
Capital Group Private Client Services
California
$344K -$4.7K -41 -1%
SCM
1669
Shelton Capital Management
Colorado
$344K – – –
GWM
1670
Gray Wealth Management
Maine
$344K +$343 +3 +0.1%
NIC
1671
Northwest Investment Counselors
Oregon
$343K -$15.2K -133 -4%
TWC
1672
TD Waterhouse Canada
Ontario, Canada
$343K +$343K +2,670 New
WA
1673
Wambolt & Associates
Colorado
$341K -$5.15K -45 -1%
WMA
1674
West Michigan Advisors
Michigan
$340K +$340K +2,973 New
SIM
1675
Sadoff Investment Management
Wisconsin
$337K -$118K -1,027 -26%
65 66
67
68 69