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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 %
SWM
1801
SeaCrest Wealth Management
New York
$233K +$233K +2,031 New
TCWM
1802
Total Clarity Wealth Management
Illinois
$232K -$1.95K -17 -0.8%
WAM
1803
WNY Asset Management
New York
$232K – – –
APIM
1804
Agate Pass Investment Management
Washington
$231K +$231K +2,018 New
LWA
1805
Lenox Wealth Advisors
New York
$230K – – –
EVC
1806
Eidelman Virant Capital
Missouri
$230K – – –
SC
1807
SouthState Corp
Florida
$230K +$2.18K +19 +1%
EA
1808
Eclectic Associates
California
$229K -$4.92K -43 -2%
CH
1809
Canton Hathaway
Rhode Island
$229K -$4.58K -40 -2%
AWM
1810
Activest Wealth Management
Florida
$228K -$51.4K -449 -18%
RG
1811
Retirement Group
California
$228K +$102K +890 +81%
MFG
1812
MidWestOne Financial Group
Iowa
$228K +$228K +1,989 New
DWM
1813
Dakota Wealth Management
Florida
$228K +$228K +1,992 New
CB
1814
CNB Bank
Pennsylvania
$225K – – –
CMI
1815
Clare Market Investments
Texas
$224K +$6.99K +61 +3%
EFG
1816
Everhart Financial Group
Ohio
$224K -$62.6K -548 -22%
TAM
1817
Tealwood Asset Management
Minnesota
$224K -$57.9K -505 -21%
HFS
1818
Heritage Financial Services
Massachusetts
$224K +$224K +1,958 New
CF
1819
Convergence Financial
Missouri
$223K +$223K +1,947 New
TI
1820
Tidal Investments
Wisconsin
$222K -$77.5M -676,015 -100%
GLA
1821
Great Lakes Advisors
Illinois
$222K +$6.31K +55 +3%
BIC
1822
Beach Investment Counsel
Pennsylvania
$221K – – –
RIG
1823
Renaissance Investment Group
Massachusetts
$221K +$221K +1,930 New
FPCP
1824
Fort Point Capital Partners
California
$219K -$74.5K -652 -25%
BFC
1825
Bedel Financial Consulting
Indiana
$219K -$10.5K -92 -5%
71 72
73
74 75