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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 %
OHWP
701
Oak Harbor Wealth Partners
North Carolina
$4.86M +$583K +5,403 +14%
FIA
702
Foundations Investment Advisors
Arizona
$4.86M +$156K +1,481 +3%
RPC
703
Rossmore Private Capital
Connecticut
$4.84M +$377K +3,492 +8%
TSA
704
Tri-Star Advisors
Texas
$4.83M -$752K -7,508 -13%
AC
705
Anson Capital
Georgia
$4.83M +$242K +2,243 +5%
BEC
706
Blue Edge Capital
Virginia
$4.81M +$18.7K +173 +0.4%
MAC
707
Mason & Associates (California)
California
$4.79M -$649K -6,018 -12%
CIC
708
Chilton Investment Company
Connecticut
$4.78M -$2.08M -19,242 -30%
CPC
709
Consolidated Planning Corp
Georgia
$4.78M -$276K -2,558 -5%
TCM
710
Telos Capital Management
California
$4.78M +$148K +1,373 +3%
AWC
711
Abundance Wealth Counselors
Pennsylvania
$4.77M -$753K -6,981 -14%
JAG
712
Journey Advisory Group
Kentucky
$4.76M +$2.42M +22,400 +103%
CWG
713
Cornerstone Wealth Group
North Carolina
$4.76M +$4.76M +44,115 New
WFAG
714
Wescott Financial Advisory Group
Pennsylvania
$4.75M +$3.76M +34,826 +380%
MYIA
715
Mount Yale Investment Advisors
Colorado
$4.74M -$1.06M -9,790 -18%
SIS
716
SVB Investment Services
Utah
$4.73M +$126K +1,168 +3%
SIAM
717
Sterling Investment Advisors (Missouri)
Missouri
$4.69M +$26.1K +242 +0.6%
SW
718
SkyOak Wealth
Michigan
$4.68M +$296K +2,746 +7%
MCM
719
Magnolia Capital Management
New York
$4.66M -$71.2K -660 -2%
LMIM
720
Lockheed Martin Investment Management
Maryland
$4.64M +$4.64M +43,000 New
HAS
721
Holland Advisory Services
Florida
$4.63M +$63.3K +587 +1%
PL
722
Polianta Ltd
Jersey
$4.62M -$3.67M -34,000 -44%
AWP
723
Accretive Wealth Partners
New Jersey
$4.61M +$193K +1,793 +4%
MCA
724
MSH Capital Advisors
Arizona
$4.6M +$513K +4,751 +13%
T
725
TNF
Montana
$4.6M -$447K -4,331 -9%
27 28
29
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