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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 %
KPWS
526
Kestra Private Wealth Services
Texas
$8.34M -$2.04M -18,867 -20%
TWM
527
TMD Wealth Management
Arizona
$8.34M +$639K +5,925 +8%
TCM
528
Traynor Capital Management
Pennsylvania
$8.34M +$16.8K +156 +0.2%
TDWM
529
Topel & Distasi Wealth Management
California
$8.25M +$360K +3,334 +5%
SMG
530
Spectrum Management Group
Indiana
$8.22M +$500K +4,638 +6%
MPCG
531
Matrix Private Capital Group
New York
$8.21M +$89.5K +830 +1%
ISWM
532
Independent Solutions Wealth Management
New York
$8.15M -$17.3K -160 -0.2%
RIA
533
Richwood Investment Advisors
Ohio
$8.11M +$347K +3,215 +4%
PWAG
534
Polaris Wealth Advisory Group
California
$8.11M -$260K -2,484 -3%
ISB
535
Iowa State Bank
Iowa
$8.09M +$3.15M +29,204 +64%
CASB
536
Cape Ann Savings Bank
Massachusetts
$8.05M -$347K -3,214 -4%
MNBTD
537
Moody National Bank Trust Division
Texas
$7.99M – – –
CAG
538
Csenge Advisory Group
Florida
$7.97M +$6.01M +55,682 +306%
LIA
539
LS Investment Advisors
Michigan
$7.95M +$1.2M +11,170 +18%
TIM
540
Tortoise Investment Management
New York
$7.88M -$155K -1,439 -2%
NF
541
Nikulski Financial
Iowa
$7.87M +$55.6K +515 +0.7%
GLA
542
Good Life Advisors
Pennsylvania
$7.85M +$128K +1,190 +2%
SCM
543
Stonehearth Capital Management
Massachusetts
$7.81M +$276K +2,559 +4%
PFM
544
Parsec Financial Management
North Carolina
$7.76M +$2.03M +18,777 +35%
LWA
545
LWS Wealth Advisors
New Jersey
$7.75M +$173K +1,602 +2%
SWM
546
Shelton Wealth Management
Texas
$7.74M +$785K +7,278 +11%
EPP
547
ETF Portfolio Partners
Kansas
$7.74M +$474K +4,398 +7%
EIA
548
Edgemoor Investment Advisors
Maryland
$7.73M +$161K +1,492 +2%
BRM
549
Boston Research & Management
Massachusetts
$7.67M -$76.8K -712 -1%
BA
550
Bellwether Advisors
Nebraska
$7.66M -$33.8K -313 -0.4%
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