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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 %
WAP
876
Wealthcare Advisory Partners
Pennsylvania
$3.05M +$935K +8,670 +44%
BPWM
877
Badgley Phelps Wealth Managers
Washington
$3.04M -$75.5K -700 -2%
WS
878
Wedbush Securities
California
$3.03M -$134K -1,242 -4%
AC
879
Abbrea Capital
California
$3.02M -$109K -1,010 -3%
1WM
880
1900 Wealth Management
Texas
$3.01M -$165K -1,532 -5%
UBG
881
United Bank (Georgia)
Georgia
$2.97M +$157K +1,456 +6%
CHJWM
882
Carlton Hofferkamp & Jenks Wealth Management
Texas
$2.97M -$4.17K -40 -0.1%
CFG
883
Citizens Financial Group
Rhode Island
$2.97M -$425K -3,940 -13%
CCFM
884
Clear Creek Financial Management
Washington
$2.97M -$340K -3,150 -10%
SPFA
885
Summit Place Financial Advisors
New Jersey
$2.96M +$160K +1,480 +6%
CWM
886
Capital Wealth Management
Rhode Island
$2.96M +$237K +2,201 +9%
STB
887
S&T Bank
Pennsylvania
$2.94M +$21K +195 +0.7%
KFGK
888
Keystone Financial Group (Kentucky)
Kentucky
$2.93M +$102K +941 +4%
AIP
889
Ameritas Investment Partners
Nebraska
$2.92M +$5.72K +53 +0.2%
BWA
890
BlueSky Wealth Advisors
North Carolina
$2.91M -$173K -1,608 -6%
WFA
891
Wellspring Financial Advisors
Ohio
$2.9M -$22.8K -2,777 -0.8%
SS
892
Sunbelt Securities
Texas
$2.9M +$99.4K +912 +4%
BFO
893
Biltmore Family Office
North Carolina
$2.9M +$201K +1,860 +7%
SEI Investments
894
SEI Investments
Pennsylvania
$2.88M +$115K +1,063 +4%
PIA
895
Perennial Investment Advisors
California
$2.87M +$171K +1,585 +6%
RIM
896
Rockbridge Investment Management
New York
$2.86M +$101K +924 +4%
MAS
897
Madden Advisory Services
Florida
$2.86M +$61.1K +566 +2%
HGWM
898
Harvest Group Wealth Management
Massachusetts
$2.84M +$2.84M +26,316 New
RF
899
Resolute Financial
Massachusetts
$2.83M +$31.3K +290 +1%
NWA
900
Navis Wealth Advisors
New York
$2.8M +$4.42K +41 +0.2%
34 35
36
37 38