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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 %
PI
351
Pachira Investments
California
$11.6M +$170K +1,842 +1%
FFA
352
Fi3 Financial Advisors
Indiana
$11.5M -$643K -6,986 -5%
1SB
353
1ST Source Bank
Indiana
$11.5M +$11M +119,478 +2,696%
PP
354
Pegasus Partners
Wisconsin
$11.4M +$54.7K +592 +0.5%
CFG
355
Compton Financial Group
Maryland
$11.4M +$328K +3,549 +3%
SFWA
356
Summit Financial Wealth Advisors
Louisiana
$11.4M -$432K -4,418 -4%
BFWA
357
Benchmark Financial Wealth Advisors
Florida
$11.4M -$1.23M -13,321 -10%
FF
358
Francis Financial
$11.4M +$11.4M +116,624 New
IWMA
359
Ironwood Wealth Management (Arizona)
Arizona
$11.3M +$1.68M +18,140 +17%
Principal Financial Group
360
Principal Financial Group
Iowa
$11.3M +$112K +1,213 +1%
EWM
361
Executive Wealth Management
Michigan
$11.3M -$2.7M -29,236 -19%
TFA
362
Transamerica Financial Advisors
Florida
$11.2M +$11.1M +119,846 +10,965%
FVWA
363
Foster Victor Wealth Advisors
South Carolina
$11.2M +$88.1K +955 +0.8%
EVM
364
Eaton Vance Management
Massachusetts
$11.1M -$520K -5,624 -4%
ECM
365
Exchange Capital Management
Michigan
$11.1M -$225K -2,438 -2%
XF
366
XML Financial
Maryland
$11.1M -$17.9K -194 -0.2%
NL
367
NWAM LLC
Washington
$11.1M -$426K -4,579 -4%
TWP
368
Transparent Wealth Partners
Arkansas
$11M +$8.83M +95,533 +399%
RCAG
369
Rehmann Capital Advisory Group
Michigan
$11M -$296K -3,200 -3%
IWS
370
Insight Wealth Strategies
California
$11M -$803K -8,685 -7%
KLI
371
Kelman-Lazarov Inc
Tennessee
$11M +$13.9K +150 +0.1%
EWA
372
Encompass Wealth Advisors
Oregon
$11M -$1.67M -18,088 -13%
GPA
373
Guidance Point Advisors
Massachusetts
$10.9M +$503K +5,443 +5%
VBFG
374
Vishria Bird Financial Group
Tennessee
$10.9M -$192K -2,078 -2%
TPCW
375
TD Private Client Wealth
New York
$10.9M -$610K -6,604 -5%
13 14
15
16 17