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

1,976 hedge funds and large institutions have $42B invested in iShares Core S&P Small-Cap ETF in 2022 Q2 according to their latest regulatory filings, with 91 funds opening new positions, 898 increasing their positions, 768 reducing their positions, and 136 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,976
Holders Change
-76
Holders Change %
-3.7%
% of All Funds
33.41%
Holding in Top 10
329
Holding in Top 10 Change
-22
Holding in Top 10 Change %
-6.27%
% of All Funds
5.56%
New
91
Increased
898
Reduced
768
Closed
136
Calls
$18.1M
Puts
$9.75M
Net Calls
+$8.35M
Net Calls Change
+$44.1M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$374M
2
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
+$335M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$159M
4
CAM
Cresset Asset Management
Illinois
+$110M
5
Baird Financial Group
Baird Financial Group
Wisconsin
+$76.9M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$738M
2
ECG
Edge Capital Group
Georgia
-$388M
3
Wells Fargo
Wells Fargo
California
-$301M
4
HNB
Huntington National Bank
Ohio
-$284M
5
BlackRock
BlackRock
New York
-$208M
Name Holding Trade Value Shares
Change 		Shares
Change %
GGS
301
Galvin Gaustad & Stein
Arizona
$14.1M +$749K +8,102 +6%
BSSFA
302
Baron Silver Stevens Financial Advisors
Florida
$14M +$475K +5,142 +4%
PCFFS
303
Pacific Center for Financial Services
California
$14M +$27K +292 +0.2%
VVP
304
Venture Visionary Partners
Ohio
$13.9M +$41.3K +447 +0.3%
SAM
305
Summit Asset Management
Tennessee
$13.9M +$351K +3,799 +3%
TGAM
306
TBH Global Asset Management
Tennessee
$13.8M +$2.76M +29,855 +25%
CTC
307
Central Trust Company
Missouri
$13.8M -$2.68M -29,023 -16%
TF
308
TimeScale Financial
Massachusetts
$13.6M +$73.5K +795 +0.5%
CGA
309
Crescent Grove Advisors
Illinois
$13.6M +$717K +7,758 +6%
BWM
310
BerganKDV Wealth Management
Minnesota
$13.6M +$349K +3,780 +3%
HF
311
Halpern Financial
Virginia
$13.6M +$2M +21,631 +17%
AAS
312
Ameritas Advisory Services
Nebraska
$13.6M +$576K +6,236 +4%
NEPPG
313
New England Professional Planning Group
Rhode Island
$13.6M +$305K +3,297 +2%
ST
314
Smithfield Trust
Pennsylvania
$13.3M +$461K +4,992 +4%
AFS
315
Aft Forsyth & Sober
Florida
$13.2M -$194K -2,100 -1%
BTI
316
Blue Trust Inc
Georgia
$13.2M +$13.2M +121,993 New
PWLP
317
Prio Wealth Limited Partnership
Massachusetts
$13M +$515K +5,577 +4%
RFP
318
Roth Financial Partners
Texas
$13M +$432K +4,678 +3%
EA
319
Evergreen Advisors
Tennessee
$13M +$73.9K +800 +0.6%
NFG
320
Nations Financial Group
Iowa
$13M +$307K +3,324 +2%
FCBT
321
First Citizens Bank & Trust
North Carolina
$13M -$1.81M -19,606 -12%
LSERS
322
Louisiana State Employees Retirement System
Louisiana
$12.8M +$3.73M +38,700 +41%
IWC
323
Integrated Wealth Concepts
Massachusetts
$12.7M -$3.51M -37,967 -22%
RVPG
324
Relative Value Partners Group
$12.7M -$4.09M -40,293 -24%
SWM
325
Spire Wealth Management
Virginia
$12.7M -$9.05M -97,893 -42%
11 12
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