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iShares Core S&P Small-Cap ETF
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Overview Fund Activity

2,052 hedge funds and large institutions have $50.2B invested in iShares Core S&P Small-Cap ETF in 2022 Q1 according to their latest regulatory filings, with 140 funds opening new positions, 971 increasing their positions, 735 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,052
Holders Change
+11
Holders Change %
+0.54%
% of All Funds
32.47%
Holding in Top 10
351
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+0.57%
% of All Funds
5.55%
New
140
Increased
971
Reduced
735
Closed
103
Calls
$65.5M
Puts
$101M
Net Calls
-$35.7M
Net Calls Change
+$233M

Top Buyers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$2.69B
2
US Bancorp
US Bancorp
Minnesota
$670M
3
Financial Engines Advisors
Financial Engines Advisors
California
$760M
4
HI
Horizon Investments
North Carolina
$128M
5
Bank of America
Bank of America
North Carolina
$3.38B

Top Sellers

1
PPFA
Provida Pension Fund Administrator
Chile
$450M
2
HNB
Huntington National Bank
Ohio
$284M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.84B
4
Fidelity Investments
Fidelity Investments
Massachusetts
$1.83B
5
Charles Schwab
Charles Schwab
California
$72.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFO
276
Colony Family Offices
North Carolina
$18.5M – – –
NC
277
NewSquare Capital
Pennsylvania
$18.5M +$6.03M +55,921 +48%
AWM
278
Abound Wealth Management
Tennessee
$18.4M +$789K +7,313 +4%
FWM
279
FFT Wealth Management
Pennsylvania
$18.4M -$14.3M -132,391 -44%
PFA
280
Pettinga Financial Advisors
Indiana
$18.3M -$2.94M -27,277 -14%
HG
281
Harbor Group
New Hampshire
$18.2M +$128K +1,184 +0.7%
MCM
282
Monument Capital Management
Virginia
$18.1M +$9.78M +90,680 +118%
FA
283
Fountainhead AM
New Jersey
$17.9M +$448K +4,149 +3%
MW
284
MBL Wealth
North Carolina
$17.9M +$17.9M +165,797 New
GG
285
Gofen & Glossberg
Illinois
$17.8M +$33.8K +313 +0.2%
RVPG
286
Relative Value Partners Group
$17.8M +$17.8M +165,040 New
LFS
287
Lutz Financial Services
Nebraska
$17.7M +$1.41M +13,032 +9%
PCMC
288
Private Capital Management (Colorado)
Colorado
$17.7M +$3.03M +28,098 +21%
Mirae Asset Global Investments
289
Mirae Asset Global Investments
South Korea
$17.7M -$6.47M -60,000 -27%
TPSF
290
Texas Permanent School Fund
Texas
$17.6M +$6.85M +63,512 +64%
FFBTD
291
First Financial Bank - Trust Division
Ohio
$17.6M -$1.63M -15,107 -8%
PMG
292
ProVise Management Group
Florida
$17.4M -$587K -5,441 -3%
CA
293
Capital Advantage
California
$17.4M +$178K +1,651 +1%
FCBT
294
First Citizens Bank & Trust
North Carolina
$17.2M -$1.05M -9,737 -6%
VFIC
295
Valley Forge Investment Consultants
Pennsylvania
$17.2M +$1.9M +17,615 +12%
SIC
296
Shoker Investment Counsel
Ohio
$17.1M +$111K +1,027 +0.7%
KWMG
297
King Wealth Management Group
Florida
$17M +$1.31M +12,161 +8%
ETS
298
ESL Trust Services
New York
$17M +$129K +1,195 +0.8%
MWM
299
MTC Wealth Management
Florida
$16.9M +$1.76M +16,350 +12%
HWA
300
Hilltop Wealth Advisors
North Carolina
$16.9M -$275K -2,547 -2%
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