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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 %
BWM
751
Boyd Wealth Management
California
$4.22M +$910K +8,431 +27%
WDL
752
Well Done LLC
Michigan
$4.22M -$674K -6,245 -14%
FFA
753
Freedman Financial Associates
Massachusetts
$4.21M +$3.26K +30 +0.1%
BBHC
754
Brown Brothers Harriman & Co
New York
$4.2M +$193K +1,790 +5%
RHBC
755
R.H. Bluestein & Co
Michigan
$4.2M -$98.9K -917 -2%
PWM
756
Provident Wealth Management
Tennessee
$4.19M +$1.22M +11,330 +41%
EGP
757
Entrust Global Partners
New York
$4.19M – – –
LC
758
Lindbrook Capital
California
$4.16M +$184K +1,703 +5%
SL
759
SWMG LLC
Texas
$4.16M -$995K -9,226 -19%
BAM
760
Belpointe Asset Management
Nevada
$4.15M -$16.6K -154 -0.4%
AWM
761
Avior Wealth Management
Nebraska
$4.1M +$819K +7,592 +25%
EFSCE
762
Enterprise Financial Services Corp (EFSC)
Missouri
$4.1M +$1.14M +10,524 +38%
MP
763
McDonald Partners
Ohio
$4.09M +$3.95M +36,613 +2,757%
AIM
764
Allen Investment Management
New York
$4.09M – – –
GTAM
765
Global Trust Asset Management
Florida
$4.09M +$104K +961 +3%
MI
766
Moneywise Inc
Virginia
$4.08M -$258K -2,389 -6%
DWM
767
Defined Wealth Management
Oregon
$4.08M +$1.02M +9,410 +33%
E
768
Ergoteles
New York
$4.07M +$4.07M +37,710 New
Lido Advisors
769
Lido Advisors
California
$4.06M +$158K +1,462 +4%
JA
770
JVL Associates
Michigan
$4.05M -$4.6M -42,671 -53%
ST
771
Spinnaker Trust
Maine
$4.03M +$43.7K +405 +1%
ES
772
ETF Store
Kansas
$4.03M +$133K +1,326 +3%
FNBOSM
773
First National Bank of South Miami
Florida
$4.03M +$708K +6,559 +21%
LDB
774
Lee, Danner & Bass
Tennessee
$4.02M -$34.4K -319 -0.8%
OAM
775
Occidental Asset Management
California
$4.01M +$1.04M +9,665 +35%
29 30
31
32 33