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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 %
EPM
926
Elm Partners Management
Pennsylvania
$2.12M -$1.23M -13,346 -37%
MBTD
927
Mechanics Bank - Trust Department
California
$2.11M +$59K +639 +3%
CFA
928
CWS Financial Advisors
Michigan
$2.11M +$1.04M +11,252 +97%
AWG
929
Altus Wealth Group
Colorado
$2.11M +$1.7M +15,561 +415%
TPWA
930
TRUE Private Wealth Advisors
Oregon
$2.1M -$9.09M -98,418 -81%
KAH
931
Kathryn A. Hall
$2.1M – – –
CA
932
Continuum Advisory
Idaho
$2.1M -$951K -10,291 -31%
EA
933
Emerald Advisors
Washington
$2.1M +$355K +3,844 +20%
Chevy Chase Trust
934
Chevy Chase Trust
Maryland
$2.09M +$138K +1,491 +7%
PIMG
935
Patriot Investment Management Group
Tennessee
$2.08M +$1.2K +13 +0.1%
WWM
936
Wiser Wealth Management
Georgia
$2.07M -$9.63M -104,188 -82%
TFCP
937
Twin Focus Capital Partners
Massachusetts
$2.06M +$1.48K +16 +0.1%
EI
938
Ellevest Inc
New York
$2.05M +$2.96K +32 +0.1%
TA
939
Townsend & Associates
Colorado
$2.04M +$119K +1,289 +6%
KCM
940
Kanawha Capital Management
Virginia
$2.04M +$74.2K +803 +4%
CF
941
Corrigan Financial
Rhode Island
$2.04M -$45.7K -494 -2%
RFO
942
RiverGlades Family Offices
Florida
$2.03M -$231K -2,502 -10%
AL
943
Aspiriant LLC
California
$2.03M +$34.3K +372 +2%
B
944
Brightworth
Georgia
$2.03M +$492K +5,329 +32%
PWA
945
Peterson Wealth Advisors
Utah
$2.02M +$3.33K +36 +0.2%
Mackenzie Financial
946
Mackenzie Financial
Ontario, Canada
$2.02M -$227K -2,453 -10%
TP
947
Tranquility Partners
Tennessee
$2.02M +$125K +1,354 +7%
W
948
WealthOne
New York
$2.02M -$17.2K -186 -0.8%
NEAM
949
New England Asset Management
Connecticut
$2.01M – – –
AF
950
Advisornet Financial
Minnesota
$2.01M -$30.7K -332 -2%
36 37
38
39 40