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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 %
PFA
751
Pure Financial Advisors
California
$3.35M +$466K +5,046 +16%
NL
752
NEPC LLC
Massachusetts
$3.34M – – –
TA
753
Tectonic Advisors
Texas
$3.34M +$7.76K +84 +0.2%
CIAS
754
Capital Investment Advisory Services
North Carolina
$3.32M +$44.4K +480 +1%
KFAA
755
Klaas Financial Asset Advisors
Illinois
$3.32M -$9.86M -106,677 -75%
DWM
756
Defined Wealth Management
Oregon
$3.3M -$190K -2,056 -5%
PAI
757
Pittenger & Anderson Inc
Nebraska
$3.29M +$511K +5,532 +18%
DP
758
Denver PWM
Colorado
$3.26M +$134K +1,442 +4%
WA
759
WBH Advisory
Maryland
$3.25M +$269K +2,913 +9%
GSB
760
Greenfield Savings Bank
Massachusetts
$3.25M +$3.25M +35,191 New
BFA
761
BMS Financial Advisors
South Dakota
$3.25M +$938K +8,194 +41%
MIG
762
McGuire Investment Group
Rhode Island
$3.22M +$58.4K +632 +2%
LWP
763
Laurel Wealth Planning
Minnesota
$3.21M +$204K +2,211 +7%
VPW
764
Vericrest Private Wealth
Pennsylvania
$3.21M -$33K -357 -1%
AFS
765
AFG Fiduciary Services
Massachusetts
$3.21M -$1.4M -15,195 -30%
HWIS
766
Hancock Whitney Investment Services
Louisiana
$3.21M +$62.8K +679 +2%
CRI
767
Colonial River Investments
Virginia
$3.2M +$1.36M +14,743 +74%
SS
768
Simplicity Solutions
Minnesota
$3.2M +$80.3K +869 +3%
DE
769
Day & Ennis
Georgia
$3.19M -$1.77M -19,159 -36%
FFW
770
Fusion Family Wealth
New York
$3.18M +$1.02K +11 +0%
KWM
771
Keebeck Wealth Management
Illinois
$3.17M +$1.04M +11,266 +49%
VC
772
Vestor Capital
Illinois
$3.17M -$70.1K -759 -2%
AWAP
773
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$3.16M +$48.2K +522 +2%
FTC
774
Farmers Trust Company
Ohio
$3.15M -$68.9K -745 -2%
CAM
775
Congress Asset Management
Massachusetts
$3.15M -$62.9K -681 -2%
29 30
31
32 33