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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 %
WKSWA
1001
White Knight Strategic Wealth Advisors
New Jersey
$1.74M +$338K +3,661 +24%
AGP
1002
Autumn Glory Partners
Texas
$1.73M – – –
KBFS
1003
Kohmann Bosshard Financial Services
Ohio
$1.72M +$148K +1,600 +9%
RCG
1004
Regatta Capital Group
California
$1.72M -$200K -2,165 -10%
DHFB
1005
Dixon Hubard Feinour & Brown
Virginia
$1.72M – – –
FFWA
1006
FRG Family Wealth Advisors
Washington
$1.71M – – –
PCM
1007
Pennsylvania Capital Management
Pennsylvania
$1.7M -$52.4K -567 -3%
DFA
1008
Delta Financial Advisors
Louisiana
$1.7M +$92 +1 +0%
CIBC World Market
1009
CIBC World Market
Ontario, Canada
$1.69M -$597K -6,463 -26%
BMCM
1010
Bryn Mawr Capital Management
Pennsylvania
$1.69M -$322K -3,490 -16%
WFA
1011
Wellspring Financial Advisors
Ohio
$1.68M -$44.9K -9,190 -3%
WCA
1012
Waypoint Capital Advisors
Minnesota
$1.68M -$5.64K -61 -0.3%
CWS
1013
Cypress Wealth Services
California
$1.67M -$1.71M -18,520 -51%
DLHL
1014
Donald L. Hagan LLC
Florida
$1.66M -$26.4K -286 -2%
LPIC
1015
LeJeune Puetz Investment Counsel
Michigan
$1.66M +$148K +1,601 +10%
SFP
1016
Sterling Financial Planning
New Jersey
$1.66M -$11.7K -127 -0.7%
SA
1017
Strategic Advisors
New York
$1.66M -$5.45K -59 -0.3%
SAM
1018
Strategic Asset Management
Minnesota
$1.65M -$3.88K -42 -0.2%
GIA
1019
Goodwin Investment Advisory
Georgia
$1.64M +$115K +1,244 +8%
CIR
1020
Clear Investment Research
Georgia
$1.64M +$69.6K +753 +4%
GPWA
1021
Great Point Wealth Advisors
Massachusetts
$1.63M -$35K -379 -2%
KC
1022
Kingfisher Capital
North Carolina
$1.63M -$17.5K -189 -1%
ACP
1023
Aveo Capital Partners
Colorado
$1.63M -$146K -1,581 -8%
SWM
1024
Sendero Wealth Management
Texas
$1.62M +$3.14K +34 +0.2%
IAS
1025
Investment Advisory Services
Texas
$1.62M -$150K -1,619 -8%
39 40
41
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