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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 %
FMN
526
Financial Management Network
California
$6.78M +$1.16M +12,394 +21%
NF
527
Nikulski Financial
Iowa
$6.77M +$27.6K +299 +0.4%
MPCG
528
Matrix Private Capital Group
New York
$6.76M -$273K -2,953 -4%
ATC
529
Argent Trust Co
Tennessee
$6.74M +$322K +3,487 +5%
GLA
530
Good Life Advisors
Pennsylvania
$6.73M +$10.1K +109 +0.1%
CAL
531
Capital Analysts LLC
Pennsylvania
$6.72M -$921K -9,965 -12%
BRM
532
Boston Research & Management
Massachusetts
$6.67M +$104K +1,121 +2%
SF
533
Synovus Financial
Georgia
$6.67M +$585K +6,331 +10%
EIA
534
Edgemoor Investment Advisors
Maryland
$6.62M -$1.57K -17 -0%
WT
535
Washington Trust
Rhode Island
$6.59M +$498K +5,389 +8%
CWM
536
Curi Wealth Management
North Carolina
$6.56M +$813K +8,798 +14%
BFEC
537
Benjamin F. Edwards & Company
Missouri
$6.52M -$1.39M -15,003 -18%
EPP
538
ETF Portfolio Partners
Kansas
$6.5M -$131K -1,415 -2%
FA
539
FDx Advisors
Illinois
$6.44M +$1.3M +14,090 +25%
ACB
540
Aristotle Capital Boston
Massachusetts
$6.42M +$193K +2,086 +3%
EIP
541
Ellis Investment Partners
Pennsylvania
$6.4M +$140K +1,512 +2%
CWM
542
Cahill Wealth Management
Michigan
$6.39M +$537K +5,809 +9%
CWM
543
CCG Wealth Management
California
$6.37M +$845K +9,140 +15%
LWA
544
LWS Wealth Advisors
New Jersey
$6.37M -$268K -2,896 -4%
PWPS
545
Pinnacle Wealth Planning Services
Ohio
$6.34M -$2.64M -28,557 -29%
Kovitz Investment Group Partners
546
Kovitz Investment Group Partners
Illinois
$6.33M +$6.65K +72 +0.1%
SFG
547
Summit Financial Group
West Virginia
$6.28M -$83.6K -905 -1%
JA
548
JVL Associates
Michigan
$6.27M +$2.8M +30,295 +81%
CIG
549
Cairn Investment Group
Washington
$6.26M -$5.12M -55,348 -45%
WIA
550
World Investment Advisors
California
$6.25M +$117K +1,149 +2%
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