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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 %
IWMA
426
Ironwood Wealth Management (Arizona)
Arizona
$11.3M -$405K -3,751 -3%
YIA
427
YHB Investment Advisors
Connecticut
$11.2M +$83.1K +770 +0.7%
OCM
428
One Capital Management
California
$11.2M +$454K +4,208 +4%
IA
429
IFG Advisors
Missouri
$11.1M +$463K +4,296 +4%
Retirement Systems of Alabama
430
Retirement Systems of Alabama
Alabama
$11.1M – – –
FHA
431
First Horizon Advisors
Tennessee
$11.1M -$11.6M -107,411 -51%
RIA
432
Regal Investment Advisors
Michigan
$11.1M -$272K -2,523 -2%
APA
433
American Portfolios Advisors
New York
$11M -$4.46M -41,313 -29%
WSFS
434
Wilmington Savings Fund Society
Delaware
$11M -$293K -2,718 -3%
FBT
435
First Bank & Trust
South Dakota
$11M +$4.42M +40,999 +67%
GSIS
436
Global Strategic Investment Solutions
Arizona
$11M +$178K +1,648 +2%
EVM
437
Evelyn V. Moreno
$10.9M -$262K -2,427 -2%
SFP
438
Strategic Financial Partners
Oregon
$10.9M +$3M +27,806 +38%
NL
439
Navalign LLC
California
$10.9M +$570K +5,698 +5%
DCM
440
Davidson Capital Management
Texas
$10.9M +$4.27M +39,603 +65%
RIA
441
Realta Investment Advisors
Delaware
$10.8M +$8.66M +80,279 +408%
TCM
442
Towercrest Capital Management
Pennsylvania
$10.8M +$125K +1,155 +1%
CFO
443
CVA Family Office
Colorado
$10.7M -$89.6K -831 -0.8%
CPO
444
Cerity Partners OCIO
New York
$10.6M -$4.07M -37,768 -28%
RWA
445
Ropes Wealth Advisors
Massachusetts
$10.6M +$15.9K +147 +0.1%
MWM
446
Marietta Wealth Management
Georgia
$10.6M +$504K +4,671 +5%
CBB
447
Citizens Business Bank
California
$10.6M -$293K -2,719 -3%
RC
448
Rovin Capital
Arizona
$10.5M +$4.87M +45,171 +86%
BOH
449
Bank of Hawaii
Hawaii
$10.5M +$528K +4,890 +5%
PFG
450
Pacific Financial Group
Washington
$10.5M -$180K -1,665 -2%
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