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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 %
CAWM
651
Capital Advisors Wealth Management
Washington
$5.58M -$1.7M -15,765 -23%
SHIM
652
Stone House Investment Management
Pennsylvania
$5.58M -$1.41M -13,107 -20%
OGF
653
Orin Green Financial
California
$5.54M +$88.9K +824 +2%
HR
654
Howe & Rusling
New York
$5.52M -$317K -2,937 -5%
CPW
655
Crestmont Private Wealth
Texas
$5.51M +$243K +2,255 +5%
KWM
656
Kingsview Wealth Management
Oregon
$5.49M -$35.2K -326 -0.6%
SIM
657
Stratos Investment Management
Ohio
$5.49M +$73.5K +681 +1%
TA
658
TKG Advisors
Indiana
$5.48M +$60.9K +564 +1%
GA
659
GFS Advisors
Texas
$5.47M +$511K +4,739 +10%
RA
660
Resolute Advisors
California
$5.46M +$399K +3,702 +8%
CGFA
661
Colton Groome Financial Advisors
North Carolina
$5.46M +$5.1M +47,257 +1,397%
CIC
662
Cutler Investment Counsel
Oregon
$5.46M +$998K +9,253 +22%
BBNA
663
Bremer Bank National Association
Minnesota
$5.45M -$388K -3,600 -7%
MF
664
Manchester Financial
California
$5.44M +$192K +1,778 +4%
GDP
665
Great Diamond Partners
Maine
$5.4M -$8.18M -75,841 -60%
AFS
666
AFG Fiduciary Services
Massachusetts
$5.39M +$1.11M +10,279 +26%
YCM
667
Yousif Capital Management
Michigan
$5.36M -$6.24M -57,865 -54%
AG
668
Ascent Group
Virginia
$5.32M +$1.76M +16,310 +49%
WPIC
669
White Pine Investment Company
Michigan
$5.31M +$152K +1,413 +3%
GSWM
670
Golden State Wealth Management
California
$5.29M +$1.83M +16,978 +53%
PA
671
Paragon Advisors
Texas
$5.28M +$5.28M +48,899 New
DWT
672
Dorsey & Whitney Trust
South Dakota
$5.27M -$18.1K -168 -0.3%
KFS
673
Kelly Financial Services
Massachusetts
$5.25M +$4.71M +43,700 +875%
PSIWM
674
Paradigm Strategies in Wealth Management
Minnesota
$5.25M +$261K +2,418 +5%
AIA
675
Arcadia Investment Advisors
Idaho
$5.24M +$210K +1,947 +4%
25 26
27
28 29