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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 %
KL
826
KWMG LLC
Kansas
$2.7M +$6.19K +67 +0.2%
TIA
827
Tiemann Investment Advisors
California
$2.68M +$1.1M +11,890 +69%
SWM
828
Scissortail Wealth Management
Oklahoma
$2.68M +$2.68M +23,385 New
NPT
829
Nixon Peabody Trust
Massachusetts
$2.68M -$230K -2,484 -8%
3F
830
360 Financial
Minnesota
$2.67M -$125K -1,291 -4%
CWM
831
Cornerstone Wealth Management
Missouri
$2.67M -$173K -1,877 -6%
CPIA
832
Cornell Pochily Investment Advisors
New York
$2.67M +$16.6K +180 +0.6%
WA
833
Wealth Alliance
New York
$2.66M -$2.48M -26,796 -48%
PAM
834
Premier Asset Management
Illinois
$2.66M -$3.29M -32,429 -55%
SAA
835
Southeast Asset Advisors
Georgia
$2.66M -$78.2K -846 -3%
OCM
836
Orion Capital Management
California
$2.66M +$33.2K +359 +1%
VCM
837
Viewpoint Capital Management
Washington
$2.64M -$10.2K -110 -0.4%
1WM
838
1900 Wealth Management
Texas
$2.64M +$57.6K +623 +2%
BFO
839
Biltmore Family Office
North Carolina
$2.63M +$150K +1,619 +6%
UWPG
840
Ullmann Wealth Partners Group
Florida
$2.63M +$370 +4 +0%
CHJWM
841
Carlton Hofferkamp & Jenks Wealth Management
Texas
$2.62M -$46.9K -500 -2%
UBG
842
United Bank (Georgia)
Georgia
$2.62M +$76.4K +827 +3%
MMA
843
Miracle Mile Advisors
California
$2.61M -$389K -4,214 -13%
EWM
844
Evercore Wealth Management
New York
$2.6M -$34.1K -369 -1%
BAM
845
Baldrige Asset Management
Pennsylvania
$2.59M +$456K +4,937 +21%
AO
846
Advisor OS
Illinois
$2.58M +$2.13M +23,036 +468%
AC
847
Abbrea Capital
California
$2.58M -$6.94K -75 -0.3%
BFA
848
Bluestem Financial Advisors
Illinois
$2.58M -$559K -6,051 -18%
AIP
849
Ameritas Investment Partners
Nebraska
$2.54M +$40.6K +439 +2%
WF
850
Welch & Forbes
Massachusetts
$2.53M +$712K +7,705 +39%
32 33
34
35 36