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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 %
WFA
1876
WestHill Financial Advisors
California
$175K +$6.05K +53 +4%
RWIA
1877
Roger Wittlin Investment Advisory
California
$172K +$172K +1,502 New
CCP
1878
Clarkston Capital Partners
Michigan
$171K – – –
FPWM
1879
FSB Premier Wealth Management
Iowa
$167K +$167K +1,460 New
WWM
1880
Wagner Wealth Management
South Carolina
$165K – – –
FRA
1881
Front Row Advisors
California
$162K +$5.15K +45 +3%
HWA
1882
HHM Wealth Advisors
Tennessee
$161K -$13.4K -117 -8%
LF
1883
Lee Financial
Texas
$159K – – –
ST
1884
Sageworth Trust
Pennsylvania
$153K – – –
MP
1885
McDonald Partners
Ohio
$152K -$3.88M -33,899 -96%
ACM
1886
Absolute Capital Management
Pennsylvania
$152K +$152K +1,328 New
TFA
1887
Transamerica Financial Advisors
Florida
$152K +$1.72K +15 +1%
WTA
1888
Washington Trust Advisors
Massachusetts
$152K +$152K +1,328 New
LB
1889
Legacy Bridge
Iowa
$148K – – –
MBFW
1890
Morton Brown Family Wealth
Pennsylvania
$147K +$147K +1,285 New
RWA
1891
RGT Wealth Advisors
Texas
$146K +$146K +1,277 New
DHGWA
1892
Dixon Hughes Goodman Wealth Advisors
North Carolina
$146K +$146K +1,278 New
SWM
1893
Sugarloaf Wealth Management
Georgia
$145K -$44.1K -385 -23%
JHCP
1894
Jackson Hole Capital Partners
Oklahoma
$145K +$22.1K +192 +18%
HFS
1895
Horizon Financial Services
North Carolina
$137K – – –
TAIM
1896
TD Ameritrade Investment Management
Nebraska
$137K -$76.3K -666 -36%
PAIM
1897
Punch & Associates Investment Management
Minnesota
$135K -$2.18K -19 -2%
BDWM
1898
Brewin Dolphin Wealth Management
Ireland
$133K – – –
GWSG
1899
GPS Wealth Strategies Group
Colorado
$130K +$7.35K +64 +6%
RK
1900
Rather & Kittrell
Tennessee
$129K +$129K +1,129 New
74 75
76
77 78