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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 %
HWM
501
HighMark Wealth Management
Minnesota
$9.02M +$8.52M +78,968 +1,700%
CWM
502
Congress Wealth Management
Massachusetts
$8.99M -$1.76M -16,297 -16%
MFC
503
Morris Financial Concepts
South Carolina
$8.99M +$593K +5,493 +7%
CPIG
504
Chicago Partners Investment Group
Illinois
$8.98M +$214K +2,208 +2%
CAL
505
Capital Analysts LLC
Pennsylvania
$8.92M -$1.33M -12,315 -13%
OIA
506
OneDigital Investment Advisors
Kansas
$8.91M -$1.53M -14,159 -15%
BA
507
Bristlecone Advisors
Washington
$8.91M -$142K -1,314 -2%
IAN
508
Integrated Advisors Network
Texas
$8.87M +$651K +6,035 +8%
IWP
509
Icon Wealth Partners
Texas
$8.86M -$2.42M -22,389 -21%
SIA
510
Soltis Investment Advisors
Utah
$8.81M +$67.3K +624 +0.8%
EWA
511
EP Wealth Advisors
California
$8.8M +$533K +4,939 +6%
RA
512
RFG Advisory
Alabama
$8.76M -$217K -2,010 -2%
LS
513
Liquid Strategies
Georgia
$8.7M +$1.66M +15,428 +24%
HFA
514
High Falls Advisors
New York
$8.65M -$3.22M -29,845 -27%
MFA
515
Mayflower Financial Advisors
Massachusetts
$8.56M -$97.2K -901 -1%
LWANC
516
Laurel Wealth Advisors (North Carolina)
North Carolina
$8.56M -$310K -2,873 -3%
TYCC
517
Texas Yale Capital Corp
Florida
$8.52M -$7.01K -65 -0.1%
CFIA
518
Cantor Fitzgerald Investment Advisors
New York
$8.52M -$307K -2,842 -3%
SCA
519
Southern Capital Advisors
Tennessee
$8.51M -$800K -7,413 -9%
WSTAM
520
Wilbanks Smith & Thomas Asset Management
Virginia
$8.5M +$830K +8,200 +11%
PG
521
Proffitt & Goodson
Tennessee
$8.5M +$7.81M +72,356 +1,123%
IF
522
Ironwood Financial
Arizona
$8.48M +$651K +6,036 +8%
Public Sector Pension Investment Board (PSP Investments)
523
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$8.48M +$1.97M +18,241 +30%
LWA
524
Lineweaver Wealth Advisors
Ohio
$8.41M -$1.69M -15,635 -17%
MWM
525
MinichMacGregor Wealth Management
New York
$8.41M -$1.94M -18,018 -19%
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