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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
1
Northwestern Mutual Wealth Management
Wisconsin
$2.69B
2
US Bancorp
2
US Bancorp
Minnesota
$670M
3
Financial Engines Advisors
3
Financial Engines Advisors
California
$760M
4
HI
4
Horizon Investments
North Carolina
$128M
5
Bank of America
5
Bank of America
North Carolina
$3.38B

Top Sellers

1
PPFA
1
Provida Pension Fund Administrator
Chile
$450M
2
HNB
2
Huntington National Bank
Ohio
$284M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$1.84B
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.83B
5
Charles Schwab
5
Charles Schwab
California
$72.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
VFA
51
Valeo Financial Advisors
Indiana
$128M +$13.9M +131,815 +12%
NMIMC
52
Northwestern Mutual Investment Management Company
Wisconsin
$117M -$6.43M -59,600 -5%
KAS
53
Kestra Advisory Services
Texas
$115M +$3.2M +29,688 +3%
Victory Capital Management
54
Victory Capital Management
Texas
$114M +$33.3M +335,135 +41%
MFW
55
Meristem Family Wealth
Minnesota
$114M -$7.48M -69,341 -6%
JPMorgan Chase & Co
56
JPMorgan Chase & Co
New York
$114M -$5.14M -47,677 -4%
PFO
57
Pathstone Family Office
New Jersey
$113M +$520K +4,823 +0.5%
BIM
58
Bridges Investment Management
Nebraska
$112M +$1.2M +11,134 +1%
M&T Bank
59
M&T Bank
New York
$109M +$2.6M +24,112 +2%
Creative Planning
60
Creative Planning
Kansas
$108M +$6.87M +63,723 +7%
Thrivent Financial for Lutherans
61
Thrivent Financial for Lutherans
Minnesota
$106M -$36.4M -334,102 -26%
PCA
62
Personal Capital Advisors
California
$102M +$96.1M +890,502 +1,567%
JPMPWA
63
J.P. Morgan Private Wealth Advisors
California
$97.4M +$2.11M +19,554 +2%
UB
64
UMB Bank
Missouri
$97.3M +$5.04M +46,698 +5%
PAS
65
Park Avenue Securities
New York
$97.3M -$22.4M -207,678 -19%
HT
66
Hefren-Tillotson
Pennsylvania
$91.5M -$650K -6,028 -0.7%
SPIA
67
Steward Partners Investment Advisory
New York
$90.9M +$7.09M +65,750 +8%
Jones Financial Companies
68
Jones Financial Companies
Missouri
$90.4M +$4.79M +44,259 +6%
AssetMark Inc
69
AssetMark Inc
California
$89.7M -$2.01M -18,645 -2%
FIB
70
First Interstate Bank
Montana
$89.5M +$9.22M +85,506 +11%
AIM
71
Acropolis Investment Management
Missouri
$87.7M +$3.13M +28,991 +4%
Comerica Bank
72
Comerica Bank
Texas
$86.7M -$4.57M -42,475 -5%
RC
73
RegentAtlantic Capital
New Jersey
$86.7M -$18.1M -167,420 -17%
Cambridge Investment Research Advisors
74
Cambridge Investment Research Advisors
Iowa
$84.5M -$6.88M -63,809 -8%
DWM
75
Destination Wealth Management
California
$82.5M +$326K +3,019 +0.4%
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3
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