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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 %
SSWM
651
Sheets Smith Wealth Management
North Carolina
$4.5M +$3.06M +33,124 +213%
BA
652
Ballew Advisors
Mississippi
$4.47M +$50.6K +555 +1%
CWM
653
Castle Wealth Management
Florida
$4.45M +$4.45M +48,129 New
HPC
654
HM Payson & Co
Maine
$4.41M -$50.5K -547 -1%
ZIM
655
Zacks Investment Management
Illinois
$4.41M -$558K -6,039 -11%
PCM
656
Parsons Capital Management
Rhode Island
$4.39M +$48.1K +520 +1%
TSWM
657
Triangle Securities Wealth Management
North Carolina
$4.37M +$148K +1,600 +4%
ISWM
658
Independent Solutions Wealth Management
New York
$4.37M -$2.61M -28,283 -37%
AC
659
Apella Capital
Connecticut
$4.36M +$141K +1,528 +3%
MCM
660
Monument Capital Management
Virginia
$4.36M -$11.1M -120,564 -72%
AG
661
Ascent Group
Virginia
$4.35M -$665K -6,544 -13%
HWM
662
HB Wealth Management
Georgia
$4.33M -$4.52M -48,959 -51%
RA
663
Resolute Advisors
California
$4.33M -$353K -3,819 -8%
MCA
664
MSH Capital Advisors
Arizona
$4.33M +$384K +4,156 +10%
LGA
665
Lebenthal Global Advisors
New York
$4.31M +$7.3K +79 +0.2%
GMA
666
Glassy Mountain Advisors
Maryland
$4.28M +$29.4K +318 +0.7%
PWM
667
Perigon Wealth Management
California
$4.28M -$1.78M -19,303 -29%
BCMO
668
Buckingham Capital Management (Ohio)
Ohio
$4.28M +$615K +6,656 +17%
AIMC
669
Alley Investment Management Company
Illinois
$4.25M +$11.5K +124 +0.3%
BRWA
670
B. Riley Wealth Advisors
Florida
$4.24M -$4.58M -49,537 -52%
IWM
671
IHT Wealth Management
Illinois
$4.23M +$16.5K +179 +0.4%
GTAM
672
Global Trust Asset Management
Florida
$4.21M +$710K +7,678 +20%
KWA
673
Kellett Wealth Advisors
Ohio
$4.16M -$684K -7,400 -14%
WCM
674
Windsor Capital Management
Arizona
$4.16M -$166K -1,795 -4%
NOI
675
Newton One Investments
Delaware
$4.15M -$44.8K -485 -1%
25 26
27
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