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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 %
WWM
326
Windsor Wealth Management
Indiana
$12.6M -$7.94M -86,065 -39%
FNBOH
327
First National Bank of Hutchinson
Kansas
$12.6M -$1.3M -14,116 -9%
PFM
328
Phillips Financial Management
Indiana
$12.6M -$3.26M -35,229 -21%
IWMWV
329
Ironwood Wealth Management (West Virginia)
West Virginia
$12.6M +$157K +1,670 +1%
PWMAG
330
Pinnacle Wealth Management Advisory Group
New Jersey
$12.4M +$7.95M +86,018 +179%
TCOV
331
Trust Company of Vermont
Vermont
$12.4M +$76.6K +829 +0.6%
LIA
332
LBMC Investment Advisors
Tennessee
$12.4M +$3.65M +39,477 +42%
DWA
333
Divergent Wealth Advisors
Utah
$12.4M +$2.45M +26,554 +25%
P
334
&Partners
Tennessee
$12.3M +$272K +2,942 +2%
WH
335
Whitcomb & Hess
Ohio
$12.2M +$394K +4,263 +3%
JFA
336
JNBA Financial Advisors
Minnesota
$12.2M +$141K +1,528 +1%
HR
337
Hardy Reed
Mississippi
$12.2M – – –
VCM
338
Verde Capital Management
Michigan
$12.2M -$1.31M -14,192 -10%
ZCM
339
Ziegler Capital Management
Illinois
$12.1M -$11.6K -125 -0.1%
PFP
340
Pinnacle Financial Partners
Tennessee
$12.1M +$733K +7,930 +6%
CWM
341
Cranbrook Wealth Management
Michigan
$12.1M -$112K -1,214 -0.9%
EWM
342
Evermay Wealth Management
Virginia
$11.9M +$359K +3,887 +3%
Millennium Management
343
Millennium Management
New York
$11.9M +$1.16M +12,527 +11%
William Blair & Company
344
William Blair & Company
Illinois
$11.9M -$441K -4,777 -4%
FWP
345
FAS Wealth Partners
Kansas
$11.9M +$468K +5,063 +4%
EIG
346
Ellenbecker Investment Group
Wisconsin
$11.8M +$432K +4,679 +4%
MSA
347
Marino Stram & Associates
Massachusetts
$11.8M -$245K -2,655 -2%
BHIA
348
Birch Hill Investment Advisors
Massachusetts
$11.8M +$393K +4,248 +3%
CA
349
Clearstead Advisors
Ohio
$11.7M +$1.2M +12,950 +11%
WP
350
WMS Partners
Maryland
$11.6M +$9.59M +103,823 +480%
12 13
14
15 16