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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 %
BWA
1701
Beam Wealth Advisors
Louisiana
$313K +$313K +2,732 New
KWM
1702
Kaydan Wealth Management
Michigan
$312K +$312K +2,729 New
VCM
1703
Vigilant Capital Management
Maine
$312K +$183K +1,599 +142%
TRCT
1704
Tower Research Capital (TRC)
New York
$312K +$292K +2,551 +1,433%
BG
1705
Benedetti & Gucer
Georgia
$311K -$8.45K -74 -3%
CAMG
1706
CWA Asset Management Group
Florida
$311K +$15.6K +136 +5%
AWM
1707
Aries Wealth Management
Maine
$308K – – –
ANBT
1708
American National Bank & Trust
Texas
$307K -$11.8K -103 -4%
NAG
1709
Northstar Advisory Group
New Jersey
$307K +$307K +2,681 New
PA
1710
Parkside Advisors
California
$305K – – –
TSWM
1711
Tyler-Stone Wealth Management
Ohio
$305K +$305K +2,659 New
BAMG
1712
Brand Asset Management Group
Missouri
$303K +$344 +3 +0.1%
BST
1713
Bath Savings Trust
Maine
$303K +$21.3K +186 +8%
HGERS
1714
Householder Group Estate & Retirement Specialist
Arizona
$303K +$303K +2,650 New
PTC
1715
Philadelphia Trust Company
Pennsylvania
$302K -$41.8K -365 -12%
CPSC
1716
Carl P. Sherr & Co
Massachusetts
$302K – – –
PWM
1717
Penobscot Wealth Management
Maine
$301K -$37.7K -329 -11%
RRC
1718
Relaxing Retirement Coach
Massachusetts
$301K -$18K -157 -6%
GC
1719
Gratus Capital
Georgia
$301K +$1.03K +9 +0.3%
KCM
1720
Kathmere Capital Management
Pennsylvania
$300K -$38K -332 -11%
Toronto Dominion Bank
1721
Toronto Dominion Bank
Ontario, Canada
$300K +$25.6K +224 +9%
NF
1722
Norwood Financial
Pennsylvania
$299K +$299K +2,610 New
PWA
1723
Primoris Wealth Advisors
Florida
$299K +$299K +2,630 New
SWMP
1724
Signature Wealth Management Partners
New Jersey
$298K +$18K +157 +6%
JWM
1725
JGP Wealth Management
Oregon
$298K +$75.6K +664 +34%
67 68
69
70 71