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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 %
AWMG
901
Alliance Wealth Management Group
New Jersey
$2.24M +$267K +2,895 +14%
JFGIW
902
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.24M +$412K +4,459 +23%
9WM
903
9258 Wealth Management
Ohio
$2.23M -$102K -1,101 -4%
PPWM
904
PFG Private Wealth Management
Florida
$2.23M -$1.95M -21,070 -47%
PIA
905
Perennial Investment Advisors
California
$2.22M -$233K -2,527 -10%
DFA
906
DHK Financial Advisors
New Hampshire
$2.22M +$2.22K +24 +0.1%
PCA
907
Providence Capital Advisors
North Carolina
$2.22M +$730K +7,901 +49%
RMDI
908
R.M. Davis Inc
Maine
$2.21M +$84.9K +919 +4%
FCMC
909
Founders Capital Management (Connecticut)
Connecticut
$2.2M +$2.2M +23,842 New
MWM
910
Maltin Wealth Management
New Jersey
$2.2M -$31.1K -336 -1%
SSW
911
Stone Summit Wealth
Florida
$2.2M +$60.3K +653 +3%
CAM
912
Campion Asset Management
Virginia
$2.19M +$164K +1,778 +8%
FFMBT
913
First Farmers & Merchants Bank Trust
Tennessee
$2.18M -$11.4K -123 -0.5%
CCM
914
Colorado Capital Management
Colorado
$2.18M -$6.19K -67 -0.3%
DWA
915
Dougherty Wealth Advisers
Minnesota
$2.17M – – –
SWM
916
Soundmark Wealth Management
Washington
$2.15M -$92 -1 -0%
SPI
917
Santori & Peters Inc
Pennsylvania
$2.15M +$2.15M +23,240 New
TFS
918
Thoroughbred Financial Services
Tennessee
$2.14M +$83.2K +901 +4%
SF
919
Summit Financial
New Jersey
$2.13M -$74K -801 -3%
CFB
920
Cullen/Frost Bankers
Texas
$2.13M -$122K -1,318 -5%
SC
921
Steph & Co
Wisconsin
$2.13M +$780K +8,440 +58%
Neuberger Berman Group
922
Neuberger Berman Group
New York
$2.13M +$1.4M +15,194 +194%
TC
923
Titleist Capital
Texas
$2.13M +$251K +2,715 +13%
PL
924
Plancorp LLC
Missouri
$2.12M +$1.83M +19,793 +621%
ST
925
Sabal Trust
Florida
$2.12M +$207K +2,239 +11%
35 36
37
38 39