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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 %
PFSC
1976
Peoples Financial Services Corp
Pennsylvania
$29K – – –
MAM
1977
Mystic Asset Management
Rhode Island
$29K +$29K +256 New
IAS
1978
IMA Advisory Services
Colorado
$28K -$1.16K -10 -4%
TFA
1979
Toth Financial Advisory
Virginia
$27K -$7.8K -67 -22%
AWM
1980
Atticus Wealth Management
Florida
$27K – – –
NG
1981
NWK Group
California
$26K – – –
IRC
1982
Investors Research Corp
Georgia
$26K +$4.37K +38 +20%
AP
1983
Atwood & Palmer
Missouri
$25K – – –
BBPWM
1984
Blue Bell Private Wealth Management
Pennsylvania
$25K +$25K +219 New
ACA
1985
Atlas Capital Advisors
Wyoming
$24.2K -$21.2K -185 -47%
BAM
1986
Byrne Asset Management
New Jersey
$22K +$22K +192 New
LS
1987
Leelyn Smith
Illinois
$21K +$1.36K +12 +7%
KFO
1988
Kopp Family Office
Minnesota
$19K -$4.27K -38 -18%
VNA
1989
Valley National Advisers
Pennsylvania
$18K – – –
PP
1990
Pacifica Partners
Canada
$17K – – –
AIC
1991
Archer Investment Corporation
Indiana
$16K – – –
FCT
1992
Family Capital Trust
Massachusetts
$15K +$1.76K +15 +13%
KC
1993
Knuff & Co
California
$14K – – –
FWM
1994
Focused Wealth Management
New York
$14K +$2.64K +23 +23%
MTWM
1995
Masso Torrence Wealth Management
New Jersey
$14K +$14K +124 New
CMBA
1996
C.M. Bidwell & Associates
Hawaii
$13K – – –
TCM
1997
Tanaka Capital Management
New York
$13K – – –
MSFP
1998
Mark Sheptoff Financial Planning
Connecticut
$12K +$12K +109 New
IIL
1999
Insight Inv LLC
California
$11K +$11K +92 New
WFS
2000
Widmann Financial Services
Maryland
$11K +$11K +99 New
78 79
80
81 82