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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
1
Provida Pension Fund Administrator
Chile
$854M
2
Bank of America
2
Bank of America
North Carolina
$3.47B
3
Truist Financial
3
Truist Financial
North Carolina
$666M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$2.62B
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$1.74B

Top Sellers

1
LCWP
1
Legacy Capital Wealth Partners
Arkansas
$13.1M
2
Morgan Stanley
2
Morgan Stanley
New York
$2.27B
3
HNB
3
Huntington National Bank
Ohio
$278M
4
Barclays
4
Barclays
United Kingdom
$7.18M
5
State Street
5
State Street
Massachusetts
$236M
Name Holding Trade Value Shares
Change 		Shares
Change %
HI
151
Harbour Investments
Wisconsin
$38.5M -$42.3M -369,822 -52%
CCM
152
Covington Capital Management
California
$37.3M +$1.47M +12,863 +4%
SCA
153
Spearhead Capital Advisors
Florida
$37.2M +$722K +6,307 +2%
JWA
154
JFS Wealth Advisors
Pennsylvania
$37.1M -$573K -5,004 -2%
SW
155
SVB Wealth
Massachusetts
$36.9M +$2.35M +20,510 +7%
LWMT
156
Legacy Wealth Management (Tennessee)
Tennessee
$36.7M +$2.87M +25,031 +8%
AFG
157
Albion Financial Group
Utah
$36.4M -$36.2K -316 -0.1%
MWM
158
Mission Wealth Management
California
$36M +$371K +3,238 +1%
Allspring Global Investments
159
Allspring Global Investments
North Carolina
$35.1M +$35.1M +306,175 New
HW
160
Hancock Whitney
Mississippi
$34.7M +$6.44M +56,254 +23%
FWM
161
FFT Wealth Management
Pennsylvania
$34.7M -$769K -6,713 -2%
CAAS
162
Capital Asset Advisory Services
Michigan
$34M +$210K +1,836 +0.6%
WPA
163
West Paces Advisors
Georgia
$33.7M +$1.44M +12,602 +4%
CIA
164
Capital Investment Advisors
Georgia
$33.6M -$82.2K -718 -0.2%
AWM
165
Altium Wealth Management
New York
$33.4M +$1.48M +12,961 +5%
VCM
166
Vision Capital Management
Oregon
$33.3M +$968K +8,457 +3%
FSC
167
Full Sail Capital
Oklahoma
$33M +$1.81M +17,014 +6%
AIA
168
Ally Invest Advisors
North Carolina
$32.8M +$2M +17,464 +6%
DADC
169
D.A. Davidson & Co
Montana
$32.3M +$1.27M +11,049 +4%
WFA
170
Wipfli Financial Advisors
Wisconsin
$32.1M +$3.34M +29,205 +12%
RWM
171
RKL Wealth Management
Pennsylvania
$32M +$941K +8,220 +3%
BP
172
Ballentine Partners
Massachusetts
$31.9M -$38.5K -336 -0.1%
OCG
173
Opus Capital Group
Ohio
$31.9M +$1.47M +12,849 +5%
AF
174
Allworth Financial
California
$31.8M +$16M +139,739 +101%
Legal & General Group
175
Legal & General Group
United Kingdom
$31.6M +$7.98M +69,685 +34%
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