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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 %
AIM
1826
Axiom Investment Management
New York
$218K -$25.8K -225 -11%
DAM
1827
Derbend Asset Management
Georgia
$217K -$2.18K -19 -1%
DWP
1828
Destiny Wealth Partners
Florida
$217K – – –
NIM
1829
Nicollet Investment Management
Minnesota
$216K – – –
AIS
1830
AM Investment Strategies
Tennessee
$216K +$216K +1,882 New
WSWA
1831
Warren Street Wealth Advisors
California
$216K +$216K +1,882 New
SIM
1832
Sterling Investment Management
Arizona
$216K +$216K +1,885 New
PCM
1833
Princeton Capital Management
New Jersey
$215K – – –
FSG
1834
Financial Strategies Group
Michigan
$215K +$3.09K +27 +1%
TIA
1835
Traphagen Investment Advisors
New Jersey
$214K -$2.18K -19 -1%
HKIMG
1836
Hutchens & Kramer Investment Management Group
Indiana
$214K +$214K +1,956 New
MAG
1837
MRA Advisory Group
New Jersey
$213K -$46.5K -405 -18%
OCM
1838
Orser Capital Management
Texas
$213K +$213K +1,860 New
OAM
1839
Oak Asset Management
California
$213K +$213K +1,861 New
IWP
1840
IAG Wealth Partners
Wisconsin
$212K -$23.6K -206 -10%
VWA
1841
Visionary Wealth Advisors
Illinois
$212K +$212K +1,853 New
LCM
1842
Logan Capital Management
Pennsylvania
$211K – – –
AP
1843
Advisor Partners
California
$210K -$37.3K -325 -15%
JC
1844
Jacobs & Co
California
$210K +$458 +4 +0.2%
RCM
1845
Radnor Capital Management
Pennsylvania
$210K +$210K +1,836 New
BWM
1846
BNC Wealth Management
Oregon
$209K +$209K +1,823 New
RC
1847
Roundview Capital
New Jersey
$209K +$209K +1,824 New
BWP
1848
BSW Wealth Partners
Colorado
$208K +$208K +1,813 New
SCA
1849
Sandy Cove Advisors
Massachusetts
$208K +$208K +1,817 New
EWS
1850
Evergreen Wealth Solutions
Pennsylvania
$207K +$207K +1,804 New
72 73
74
75 76