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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 %
CAM
801
Congress Asset Management
Massachusetts
$3.75M -$412K -3,819 -10%
TWA
802
TPB Wealth Advisors
Texas
$3.71M +$923K +8,549 +33%
FFW
803
Fusion Family Wealth
New York
$3.71M +$289K +2,679 +8%
MWAM
804
Manhattan West Asset Management
California
$3.7M +$3.7M +34,259 New
MIG
805
McGuire Investment Group
Rhode Island
$3.69M +$40.2K +373 +1%
LWMNY
806
Landmark Wealth Management (New York)
New York
$3.69M +$1.84M +33,819 +100%
HWIS
807
Hancock Whitney Investment Services
Louisiana
$3.67M -$599K -5,551 -14%
MUAMU
808
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$3.67M +$432K +4,000 +13%
BFA
809
Bluestem Financial Advisors
Illinois
$3.67M +$1.07M +9,939 +41%
DP
810
Denver PWM
Colorado
$3.67M +$50.5K +463 +1%
AWA
811
Arkadios Wealth Advisors
Georgia
$3.66M +$1.34M +12,464 +58%
SS
812
Simplicity Solutions
Minnesota
$3.64M -$665K -6,168 -15%
AWAP
813
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$3.63M -$133K -1,234 -4%
WPW
814
Waldron Private Wealth
Pennsylvania
$3.63M -$192K -1,782 -5%
BFG
815
Barber Financial Group
Kansas
$3.61M -$1.32M -12,196 -27%
LCWP
816
Legacy Capital Wealth Partners
Arkansas
$3.61M -$8.93M -82,788 -71%
BFG
817
Baron Financial Group
New Jersey
$3.59M +$751K +6,960 +26%
SOS
818
Silver Oak Securities
Tennessee
$3.57M +$3.57M +34,288 New
SGK
819
Steigerwald Gordon & Koch
Virginia
$3.55M -$65.3K -605 -2%
TFF
820
The Family Firm
Maryland
$3.55M +$204K +1,887 +6%
WS
821
Wela Strategies
Georgia
$3.55M -$4.19M -38,825 -54%
UF
822
Univest Financial
Pennsylvania
$3.54M +$21.5K +199 +0.6%
SAM
823
Simplify Asset Management
Nevada
$3.54M +$3.54M +32,783 New
SCA
824
Stokes Capital Advisors
South Carolina
$3.53M -$399K -3,697 -10%
PAG
825
Paladin Advisory Group
Iowa
$3.53M +$3.53M +32,379 New
31 32
33
34 35