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iShares Core S&P Small-Cap ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$3.47B +$193M +1,681,411 +6%
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$2.62B +$171M +1,494,887 +7%
Wells Fargo
3
Wells Fargo
California
$2.58B +$10.7M +93,032 +0.4%
Morgan Stanley
4
Morgan Stanley
New York
$2.27B -$307M -2,681,842 -12%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$2.13B +$146M +1,273,322 +7%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$2.08B +$42.3M +369,820 +2%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$1.74B +$162M +1,414,548 +10%
BlackRock
8
BlackRock
New York
$1.35B +$19M +165,889 +1%
UBS Group
9
UBS Group
Switzerland
$1.12B +$46.9M +409,954 +4%
FCAS
10
First Command Advisory Services
Texas
$1.01B -$11.6M -101,357 -1%
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
$977M +$6.35M +55,468 +0.7%
LPL Financial
12
LPL Financial
California
$922M +$122M +1,065,616 +15%
PPFA
13
Provida Pension Fund Administrator
Chile
$854M +$428M +3,796,158 +101%
Goldman Sachs
14
Goldman Sachs
New York
$773M +$21.7M +189,785 +3%
RJA
15
Raymond James & Associates
Florida
$757M +$26.4M +230,932 +4%
Ameriprise
16
Ameriprise
Minnesota
$744M -$8.79M -76,710 -1%
Northern Trust
17
Northern Trust
Illinois
$718M +$33.3M +290,989 +5%
Financial Engines Advisors
18
Financial Engines Advisors
California
$680M +$14.1M +123,346 +2%
Truist Financial
19
Truist Financial
North Carolina
$666M +$175M +1,527,675 +36%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$614M +$2.65M +23,153 +0.4%
GT
21
Glenmede Trust
Pennsylvania
$542M +$14.3M +125,116 +3%
US Bancorp
22
US Bancorp
Minnesota
$522M +$16.5M +143,738 +3%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$501M +$25.2M +219,944 +5%
KeyBank National Association
24
KeyBank National Association
Ohio
$439M -$3.14M -27,416 -0.7%
NA
25
NextCapital Advisers
Illinois
$401M +$24.3M +212,259 +6%