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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
+$228M
2
US Bancorp
US Bancorp
Minnesota
+$177M
3
Financial Engines Advisors
Financial Engines Advisors
California
+$120M
4
HI
Horizon Investments
North Carolina
+$114M
5
Bank of America
Bank of America
North Carolina
+$109M

Top Sellers

1
PPFA
Provida Pension Fund Administrator
Chile
-$375M
2
HNB
Huntington National Bank
Ohio
-$278M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$172M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$131M
5
Charles Schwab
Charles Schwab
California
-$101M
Name Holding Trade Value Shares
Change 		Shares
Change %
CB
401
Community Bank
New York
$12.1M +$281K +2,602 +2%
OPWM
402
Oakwell Private Wealth Management
Texas
$12.1M +$502K +4,649 +4%
SBL
403
Sargent Bickham Lagudis
Colorado
$12.1M -$233K -2,157 -2%
LC
404
LTG Capital
Massachusetts
$12M +$192K +1,776 +2%
PCIA
405
Prime Capital Investment Advisors
Kansas
$12M -$568K -4,956 -5%
WWA
406
WC Walker & Associates
California
$11.9M +$327K +3,092 +3%
BC
407
Brio Consultants
California
$11.9M +$1.39M +12,893 +13%
EL
408
EQ LLC
Washington
$11.9M +$6M +55,604 +102%
VCP
409
Verus Capital Partners
Arizona
$11.9M +$11.9M +119,289 New
BOTW
410
Bank of the West
California
$11.8M +$369K +3,416 +3%
KPWG
411
KFA Private Wealth Group
Virginia
$11.8M +$1.66M +15,384 +16%
Cerity Partners
412
Cerity Partners
New York
$11.8M +$435K +23,931 +4%
PAM
413
Peninsula Asset Management
Florida
$11.7M +$14.8K +137 +0.1%
SAS
414
Sage Advisory Services
Texas
$11.7M +$11.1M +102,725 +1,951%
CIM
415
CIM Investment Management
Pennsylvania
$11.6M +$3.64M +33,784 +46%
CA
416
Centerpoint Advisors
Massachusetts
$11.6M +$811K +7,515 +8%
DWA
417
Divergent Wealth Advisors
Utah
$11.6M +$1.74M +16,159 +18%
EC
418
Estate Counselors
Wisconsin
$11.5M -$2.07M -19,185 -15%
PHAM
419
Palisades Hudson Asset Management
Florida
$11.5M +$13.2K +122 +0.1%
SWA
420
Sax Wealth Advisors
New Jersey
$11.5M -$1.82M -16,898 -14%
HH
421
Hilltop Holdings
Texas
$11.5M +$5.79M +53,696 +102%
OPS
422
Orion Portfolio Solutions
Nebraska
$11.4M -$22.5K -209 -0.2%
WWM
423
Western Wealth Management
Colorado
$11.4M +$5.03M +46,623 +79%
NW
424
NewEdge Wealth
Pennsylvania
$11.4M +$1.54M +14,251 +16%
B
425
Bailard
California
$11.3M +$135K +1,247 +1%
15 16
17
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