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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 %
PFGIA
551
Patriot Financial Group Insurance Agency
Massachusetts
$7.57M +$39.5K +366 +0.5%
PPW
552
PACK Private Wealth
Minnesota
$7.57M +$321K +2,977 +4%
FWM
553
Focused Wealth Management
New York
$7.53M +$7.52M +69,708 +57,138%
MIAN
554
Mariner Independent Advisor Network
Kansas
$7.53M -$7.92M -73,293 -51%
EFL
555
ERn Financial LLC
Wisconsin
$7.52M +$443K +4,107 +6%
FCA
556
FinTrust Capital Advisors
South Carolina
$7.51M +$479K +4,435 +7%
MAM
557
Meeder Asset Management
Ohio
$7.5M +$1.06M +9,796 +16%
PGFC
558
Peapack-Gladstone Financial Corp
New Jersey
$7.5M +$1.09M +10,054 +17%
ATC
559
Argent Trust Co
Tennessee
$7.49M +$170K +1,576 +2%
SGI
560
Summit Global Investments
Utah
$7.46M -$11.1M -103,086 -60%
SFG
561
Summit Financial Group
West Virginia
$7.42M -$568K -5,263 -7%
MG
562
Mather Group
Illinois
$7.39M +$455K +4,220 +7%
Kovitz Investment Group Partners
563
Kovitz Investment Group Partners
Illinois
$7.38M -$7.66K -71 -0.1%
CWC
564
Carolinas Wealth Consulting
North Carolina
$7.37M +$972K +9,009 +15%
KPCM
565
Kings Point Capital Management
New York
$7.31M +$4.91M +45,492 +204%
EIP
566
Ellis Investment Partners
Pennsylvania
$7.31M +$112K +1,036 +2%
ACB
567
Aristotle Capital Boston
Massachusetts
$7.28M -$128K -1,188 -2%
FHA
568
Flagship Harbor Advisors
Massachusetts
$7.25M +$250K +2,320 +4%
GWM
569
Greenwich Wealth Management
Connecticut
$7.22M -$633K -5,865 -8%
CCM
570
Canal Capital Management
Virginia
$7.18M +$275K +2,547 +4%
DL
571
DOHJ LLC
Washington
$7.18M -$137K -1,272 -2%
SHJ
572
Sharkey, Howes & Javer
Colorado
$7.17M -$2.13M -19,761 -23%
MBT
573
Montecito Bank & Trust
California
$7.15M -$247K -2,291 -3%
SW
574
SteelPeak Wealth
California
$7.14M -$1.37M -12,673 -16%
HA
575
HYA Advisors
Missouri
$7.11M +$2.2M +20,382 +45%
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