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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 %
ODIJL
176
One Day In July LLC
Vermont
$31.6M +$6.51M +56,862 +26%
FMC
177
First Merchants Corp
Indiana
$31.4M +$777K +6,789 +3%
HL
178
HeadInvest LLC
Maine
$31.4M -$998K -8,715 -3%
KIG
179
Kowal Investment Group
Wisconsin
$31.3M +$3.97M +34,627 +15%
CCWA
180
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$30.5M +$775K +6,766 +3%
CCA
181
Conservest Capital Advisors
Pennsylvania
$29.7M -$106K -926 -0.4%
MERSOM
182
Municipal Employees' Retirement System of Michigan
Michigan
$29.5M +$198K +1,725 +0.7%
BFPW
183
BOK Financial Private Wealth
Colorado
$29.1M +$1.96M +17,097 +7%
TC
184
Trilogy Capital
California
$29M +$478K +4,175 +2%
FA
185
Flagstar Advisors
New York
$28.9M -$125K -1,089 -0.4%
CWM
186
Cahaba Wealth Management
Georgia
$28.8M +$897K +7,833 +3%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
187
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$28.6M – – –
RFA
188
RTD Financial Advisors
Pennsylvania
$28.4M +$28.4M +248,099 New
SWM
189
Spire Wealth Management
Virginia
$28.4M +$850K +7,423 +3%
BWL
190
Bogart Wealth LLC
Virginia
$28.3M +$760K +6,638 +3%
GW
191
GW & Wade
Massachusetts
$28M +$1.63M +14,209 +6%
AAS
192
Annex Advisory Services
Wisconsin
$27.7M -$829K -7,242 -3%
CFGS
193
Concourse Financial Group Securities
Alabama
$27.6M +$1.27M +11,092 +5%
WAM
194
Wallington Asset Management
Indiana
$27.5M +$294K +2,570 +1%
ERWM
195
Elk River Wealth Management
Colorado
$27.2M +$1.65M +14,445 +6%
WJA
196
Willis Johnson & Associates
Texas
$27.1M -$5.08M -44,379 -16%
SFG
197
Sage Financial Group
Pennsylvania
$27.1M +$1.5M +13,090 +6%
WWM
198
Windsor Wealth Management
Indiana
$26.5M +$2.33M +19,970 +10%
AWM
199
Apollon Wealth Management
South Carolina
$26.4M +$8.11M +70,839 +44%
MCWS
200
McKinley Carter Wealth Services
West Virginia
$26.4M +$878K +7,666 +3%
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