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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
1
Bank of America
North Carolina
$3.27B
2
NMIMC
2
Northwestern Mutual Investment Management Company
Wisconsin
$436M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$2.47B
4
CAM
4
Cresset Asset Management
Illinois
$389M
5
Baird Financial Group
5
Baird Financial Group
Wisconsin
$347M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$837M
2
ECG
2
Edge Capital Group
Georgia
$1.5M
3
Wells Fargo
3
Wells Fargo
California
$1.74B
4
HNB
4
Huntington National Bank
Ohio
$248M
5
BlackRock
5
BlackRock
New York
$816M
Name Holding Trade Value Shares
Change 		Shares
Change %
Creative Planning
51
Creative Planning
Kansas
$105M +$12.6M +135,940 +14%
PFO
52
Pathstone Family Office
New Jersey
$99.7M +$3.34M +36,107 +3%
MML Investors Services
53
MML Investors Services
Massachusetts
$99.1M -$22.9M -247,475 -19%
BIM
54
Bridges Investment Management
Nebraska
$98M +$2.24M +24,259 +2%
JPMorgan Chase & Co
55
JPMorgan Chase & Co
New York
$92.2M -$5.39M -58,311 -6%
KAS
56
Kestra Advisory Services
Texas
$91.4M -$7.45M -80,590 -8%
TF
57
Trek Financial
Arizona
$89.3M +$28.2M +305,468 +46%
JPMPWA
58
J.P. Morgan Private Wealth Advisors
California
$87M +$3.56M +38,480 +4%
VWM
59
Venturi Wealth Management
Texas
$86.7M +$47.7M +515,761 +122%
Stifel Financial
60
Stifel Financial
Missouri
$86.5M -$52.5M -568,045 -38%
UB
61
UMB Bank
Missouri
$84.8M +$1.43M +15,511 +2%
Thrivent Financial for Lutherans
62
Thrivent Financial for Lutherans
Minnesota
$83.2M -$6.33M -68,499 -7%
AssetMark Inc
63
AssetMark Inc
California
$82.7M +$5.87M +63,542 +8%
Jones Financial Companies
64
Jones Financial Companies
Missouri
$81.7M +$3.93M +42,198 +5%
Comerica Bank
65
Comerica Bank
Texas
$77.5M -$251K -2,603 -0.3%
FIB
66
First Interstate Bank
Montana
$77M +$382K +4,130 +0.5%
AIM
67
Acropolis Investment Management
Missouri
$76.8M +$1.63M +17,656 +2%
Franklin Resources
68
Franklin Resources
California
$75.6M +$20.1M +218,029 +36%
RC
69
RegentAtlantic Capital
New Jersey
$71.6M -$2.7M -29,174 -4%
Cambridge Investment Research Advisors
70
Cambridge Investment Research Advisors
Iowa
$71M -$1.35M -14,634 -2%
DWM
71
Destination Wealth Management
California
$70.1M -$523K -5,660 -0.7%
MCM
72
MAI Capital Management
Ohio
$69.5M +$2.33M +25,257 +3%
WCF
73
West Coast Financial
California
$69M +$3.2M +34,625 +5%
PI
74
PFS Investments
Georgia
$67.6M +$6.33M +68,508 +10%
BBA
75
BLB&B Advisors
Pennsylvania
$67M -$3.16M -34,227 -5%
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3
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