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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 %
BAM
951
Baldrige Asset Management
Pennsylvania
$2.5M -$108K -1,001 -4%
JIP
952
Jaffetilchin Investment Partners
Florida
$2.5M -$4.44M -46,618 -64%
GC
953
Garde Capital
Washington
$2.49M +$2.14M +19,854 +622%
KWM
954
Keebeck Wealth Management
Illinois
$2.48M -$265K -2,460 -10%
RMDI
955
R.M. Davis Inc
Maine
$2.48M +$215K +1,993 +10%
KAH
956
Kathryn A. Hall
$2.46M – – –
CF
957
Corrigan Financial
Rhode Island
$2.43M -$107K -996 -4%
PIMG
958
Patriot Investment Management Group
Tennessee
$2.43M +$82.7K +767 +4%
LWM
959
Lionsbridge Wealth Management
Florida
$2.42M -$104K -965 -4%
TFCP
960
Twin Focus Capital Partners
Massachusetts
$2.41M +$10.3K +95 +0.4%
TFS
961
Thoroughbred Financial Services
Tennessee
$2.41M +$248K +2,297 +11%
HNWAG
962
High Net Worth Advisory Group
Florida
$2.4M +$86.2K +799 +4%
MBTD
963
Mechanics Bank - Trust Department
California
$2.4M +$597K +5,539 +33%
RFN
964
RDA Financial Network
Iowa
$2.39M -$307K -2,844 -11%
NFC
965
Northeast Financial Consultants
Connecticut
$2.39M +$637K +5,907 +36%
TH
966
TCTC Holdings
Texas
$2.39M +$246K +2,276 +11%
EI
967
Ellevest Inc
New York
$2.39M +$5.18K +48 +0.2%
AF
968
Advisornet Financial
Minnesota
$2.38M +$253K +2,342 +12%
W
969
WealthOne
New York
$2.37M -$26.8K -248 -1%
CT
970
Cambridge Trust
Massachusetts
$2.37M +$931K +8,627 +65%
CAM
971
Campion Asset Management
Virginia
$2.36M -$1.62K -15 -0.1%
SMA
972
Sage Mountain Advisors
Georgia
$2.36M -$23.2K -215 -1%
PWA
973
Peterson Wealth Advisors
Utah
$2.36M -$56.3K -522 -2%
NEAM
974
New England Asset Management
Connecticut
$2.35M – – –
BMCM
975
Bryn Mawr Capital Management
Pennsylvania
$2.35M -$304K -2,822 -11%
37 38
39
40 41