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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 %
CJFS
326
Coulter & Justus Financial Services
Tennessee
$15.1M +$15.1M +140,224 New
CGA
327
Crescent Grove Advisors
Illinois
$15M -$286K -2,653 -2%
ST
328
Smithfield Trust
Pennsylvania
$15M +$193K +1,792 +1%
SL
329
Salomon & Ludwin
Virginia
$14.9M +$1.27M +11,733 +9%
OA
330
Operose Advisors
Wisconsin
$14.9M +$3.57M +33,050 +32%
NFG
331
Nations Financial Group
Iowa
$14.8M +$438K +4,062 +3%
BFWA
332
Benchmark Financial Wealth Advisors
Florida
$14.8M +$284K +2,635 +2%
EWA
333
Encompass Wealth Advisors
Oregon
$14.7M +$132K +1,224 +0.9%
RFP
334
Roth Financial Partners
Texas
$14.7M +$107K +992 +0.7%
PWLP
335
Prio Wealth Limited Partnership
Massachusetts
$14.6M +$721K +6,680 +5%
IA
336
IFP Advisors
Florida
$14.6M +$7.53M +88,707 +106%
FDCDDQ
337
Federation des caisses Desjardins du Quebec
Quebec, Canada
$14.6M +$14.4M +133,614 +8,122%
DAS
338
Dynamic Advisor Solutions
Arizona
$14.4M +$3.21M +29,792 +29%
TCOV
339
Trust Company of Vermont
Vermont
$14.4M +$211K +1,958 +1%
William Blair & Company
340
William Blair & Company
Illinois
$14.4M +$3.36M +31,114 +30%
NA
341
Nottingham Advisors
New York
$14.3M +$512K +4,756 +4%
HR
342
Hardy Reed
Mississippi
$14.3M -$37.8K -350 -0.3%
IWMWV
343
Ironwood Wealth Management (West Virginia)
West Virginia
$14.3M +$248K +2,301 +2%
FANJ
344
Financial Architects (New Jersey)
New Jersey
$14.2M -$407K -3,773 -3%
CWM
345
Cranbrook Wealth Management
Michigan
$14.2M +$1.1M +10,162 +8%
FFA
346
Fi3 Financial Advisors
Indiana
$14.2M -$82K -760 -0.6%
ZCM
347
Ziegler Capital Management
Illinois
$14.2M +$268K +2,484 +2%
JFA
348
JNBA Financial Advisors
Minnesota
$14.1M -$620K -5,751 -4%
MSA
349
Marino Stram & Associates
Massachusetts
$14.1M +$71K +658 +0.5%
P
350
&Partners
Tennessee
$14M +$1.29M +11,958 +10%
12 13
14
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