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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 %
LWM
901
Liberty Wealth Management
California
$2.8M +$2.8M +25,935 New
V
902
VeraBank
Texas
$2.79M -$67.9K -629 -2%
SC
903
Sepio Capital
Utah
$2.79M -$63.4K -588 -2%
AT
904
American Trust
Kentucky
$2.77M +$2.77M +25,662 New
EPWM
905
Essex Private Wealth Management
Massachusetts
$2.77M +$29.3K +272 +1%
MSRPS
906
Maryland State Retirement & Pension System
Maryland
$2.76M +$1.44M +13,313 +108%
TWP
907
Total Wealth Planning
Ohio
$2.76M +$2.76M +25,557 New
BHWM
908
Bay Harbor Wealth Management
Maryland
$2.75M -$102K -941 -4%
WA
909
Wilshire Advisors
California
$2.73M -$74.8K -693 -3%
9WM
910
9258 Wealth Management
Ohio
$2.72M -$79.2K -734 -3%
BWAM
911
Boyd Watterson Asset Management
Ohio
$2.72M – – –
PSUF
912
People's United Financial
Connecticut
$2.71M -$51.2K -475 -2%
LGWM
913
Litman Gregory Wealth Management
California
$2.67M +$96.7K +896 +4%
CIBC World Market
914
CIBC World Market
Ontario, Canada
$2.67M +$122K +1,128 +5%
MA
915
Mutual Advisors
Nebraska
$2.66M -$81K -751 -3%
WA
916
Winfield Associates
Ohio
$2.65M -$77.6K -719 -3%
RFO
917
RiverGlades Family Offices
Florida
$2.64M -$20.1K -186 -0.8%
OCM
918
Objective Capital Management
Ohio
$2.64M +$130K +1,201 +5%
EW
919
Emerson Wealth
Michigan
$2.64M +$1.11M +10,301 +73%
AWA
920
Amplius Wealth Advisors
Pennsylvania
$2.64M +$208K +1,924 +9%
NSB
921
Norway Savings Bank
Maine
$2.63M +$190K +1,763 +8%
SFMG
922
Sage Financial Management Group
Virginia
$2.63M -$108 -1 -0%
CFB
923
Cullen/Frost Bankers
Texas
$2.63M +$147K +1,360 +6%
Mackenzie Financial
924
Mackenzie Financial
Ontario, Canada
$2.62M -$138K -1,275 -5%
SW
925
StrongBox Wealth
Missouri
$2.62M -$587K -5,440 -18%
35 36
37
38 39