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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 %
MWM
851
MorganRosel Wealth Management
Colorado
$3.24M -$1.95M -18,102 -38%
FPAS
852
Focus Partners Advisor Solutions
Missouri
$3.22M +$3.22M +29,847 New
CAM
853
Cozad Asset Management
Illinois
$3.2M +$299K +2,775 +10%
MWM
854
Mascoma Wealth Management
New Hampshire
$3.2M +$499K +4,626 +18%
SAA
855
Southeast Asset Advisors
Georgia
$3.19M +$3.34K +31 +0.1%
SB
856
Sunflower Bank
Texas
$3.18M -$119K -1,099 -4%
HPWM
857
High Pines Wealth Management
Massachusetts
$3.18M +$146K +1,352 +5%
FC
858
Ferris Capital
Massachusetts
$3.17M +$118K +1,091 +4%
HIMC
859
Heritage Investors Management Corp
Maryland
$3.15M +$71.3K +661 +2%
KL
860
KWMG LLC
Kansas
$3.14M +$5.29K +49 +0.2%
PWW
861
Pettyjohn Wood & White
Virginia
$3.13M +$108K +1,001 +4%
3F
862
360 Financial
Minnesota
$3.13M +$35.3K +325 +1%
EP
863
Eudaimonia Partners
Tennessee
$3.12M +$3.12M +28,952 New
WMS
864
Wealth Management Solutions
Pennsylvania
$3.11M -$1.15M -10,641 -27%
CHC
865
City Holding Co
West Virginia
$3.11M +$36K +334 +1%
VCM
866
Viewpoint Capital Management
Washington
$3.1M – – –
CPIA
867
Cornell Pochily Investment Advisors
New York
$3.1M +$340K +3,154 +12%
ACM
868
Armbruster Capital Management
New York
$3.09M -$24.3K -225 -0.8%
EWM
869
Evercore Wealth Management
New York
$3.08M -$170K -1,579 -5%
VHAM
870
Van Hulzen Asset Management
California
$3.07M -$856K -7,937 -22%
HFW
871
Horizon Family Wealth
Illinois
$3.07M +$140K +1,300 +5%
CBT
872
Central Bank & Trust
Kentucky
$3.07M -$60.9K -565 -2%
UWPG
873
Ullmann Wealth Partners Group
Florida
$3.07M +$355K +3,288 +13%
OCM
874
Orion Capital Management
California
$3.06M +$3.88K +36 +0.1%
PFA
875
Pathway Financial Advisors
Vermont
$3.05M +$206K +1,911 +7%
33 34
35
36 37