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

Top Sellers

1
LCWP
Legacy Capital Wealth Partners
Arkansas
$13.1M
2
Morgan Stanley
Morgan Stanley
New York
$2.27B
3
HNB
Huntington National Bank
Ohio
$278M
4
Barclays
Barclays
United Kingdom
$7.18M
5
State Street
State Street
Massachusetts
$236M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCM
1776
Schnieders Capital Management
California
$253K – – –
AAP
1777
Arax Advisory Partners
Colorado
$251K -$1.6K -14 -0.6%
FCFC
1778
First Citizens Financial Corp
Iowa
$250K -$61K -533 -20%
CCIA
1779
Cherry Creek Investment Advisors
Colorado
$250K +$344 +3 +0.1%
CTA
1780
Colonial Trust Advisors
South Carolina
$250K +$2.4K +21 +1%
CAN
1781
Claraphi Advisory Network
United States
$249K -$270K -2,365 -52%
WAG
1782
Winthrop Advisory Group
Massachusetts
$249K -$572 -5 -0.2%
CA
1783
CGN Advisors
Kansas
$248K +$248K +2,169 New
MAP
1784
Moody Aldrich Partners
Massachusetts
$247K – – –
CIP
1785
Capital Insight Partners
Arizona
$247K +$16.2K +141 +7%
SA
1786
SRH Advisors
Kansas
$244K – – –
DLCIG
1787
D.L. Carlson Investment Group
New Hampshire
$244K +$26.3K +230 +12%
FP
1788
Financial Perspectives
Minnesota
$244K +$5.84K +51 +2%
VWM
1789
Valley Wealth Managers
New Jersey
$243K – – –
WAOTB
1790
Wealth Advisors of Tampa Bay
Florida
$243K +$243K +2,124 New
ANB
1791
Amarillo National Bank
Texas
$241K -$182K -1,588 -43%
SGCA
1792
Steel Grove Capital Advisors
Tennessee
$240K – – –
LCM
1793
LVM Capital Management
Michigan
$239K – – –
EAM
1794
Empirical Asset Management
Massachusetts
$238K +$238K +2,077 New
RSS
1795
Rosenblum Silverman Sutton
California
$236K +$10.3K +90 +5%
BRC
1796
Bell Rock Capital
Delaware
$236K +$236K +2,022 New
WB
1797
West Bancorporation
Iowa
$235K +$235K +2,052 New
PP
1798
Prosperity Planning
Missouri
$234K -$38.3K -335 -14%
3AM
1799
3EDGE Asset Management
Florida
$233K -$52.8K -462 -18%
CI
1800
Cordant Inc
Oregon
$233K +$8.6K +75 +4%
70 71
72
73 74