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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 %
IC
976
Inscription Capital
Texas
$1.9M – – –
CAWM
977
Capital Advisors Wealth Management
Washington
$1.9M -$2.88M -31,134 -60%
PPW
978
Pinnacle Private Wealth
Massachusetts
$1.9M -$85K -920 -4%
BFG
979
Barber Financial Group
Kansas
$1.89M -$1.2M -13,007 -39%
RWA
980
River Wealth Advisors
Pennsylvania
$1.87M +$8.41K +91 +0.5%
RFN
981
RDA Financial Network
Iowa
$1.87M -$177K -1,912 -9%
AWA
982
Amplius Wealth Advisors
Pennsylvania
$1.85M -$407K -4,402 -18%
H
983
HoyleCohen
California
$1.85M -$54.3K -587 -3%
SB
984
Sunflower Bank
Texas
$1.85M -$880K -9,521 -32%
EFS
985
Econ Financial Services
Pennsylvania
$1.85M +$21.5K +233 +1%
MCA
986
Magnolia Capital Advisors
Mississippi
$1.84M -$12K -130 -0.7%
PWM
987
Palumbo Wealth Management
New York
$1.83M -$40.4K -437 -2%
RWA
988
Roberts Wealth Advisors
California
$1.82M -$46.9K -500 -3%
GSWM
989
Greenup Street Wealth Management
Michigan
$1.79M +$1.79M +19,412 New
PO
990
Private Ocean
California
$1.79M -$168K -1,823 -9%
HNWAG
991
High Net Worth Advisory Group
Florida
$1.78M -$283K -3,063 -14%
BHBT
992
Burke & Herbert Bank & Trust
Virginia
$1.77M +$67.7K +733 +4%
MW
993
Marcum Wealth
Ohio
$1.76M +$66.4K +718 +4%
WA
994
Waverly Advisors
Alabama
$1.76M +$1.76M +19,023 New
AIP
995
Almanack Investment Partners
Pennsylvania
$1.76M -$16.3K -176 -0.9%
FPTW
996
Franklin, Parlapiano, Turner & Welch
Texas
$1.76M +$6.47K +70 +0.4%
LFAS
997
Level Four Advisory Services
Texas
$1.75M +$98.6K +1,067 +6%
BIA
998
Bigelow Investment Advisors
Maine
$1.75M +$211K +2,288 +14%
DL
999
DOHJ LLC
Washington
$1.74M -$4.41M -47,748 -72%
CBFP
1000
Cedar Brook Financial Partners
Ohio
$1.74M +$87.8K +950 +5%
38 39
40
41 42