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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 %
PAMG
1026
Patton Albertson Miller Group
Tennessee
$2.12M -$588K -5,456 -22%
IAIM
1027
International Assets Investment Management
Florida
$2.1M +$771K +7,151 +58%
PB
1028
Pinnacle Bancorp
Nebraska
$2.1M +$43.7K +401 +2%
SFA
1029
Souders Financial Advisors
Ohio
$2.07M +$89.6K +831 +5%
ACP
1030
Aveo Capital Partners
Colorado
$2.07M -$130K -1,209 -6%
AIP
1031
Almanack Investment Partners
Pennsylvania
$2.07M -$14.7K -136 -0.7%
IAS
1032
Investment Advisory Services
Texas
$2.07M +$24.1K +223 +1%
CFG
1033
Cooper Financial Group
California
$2.07M -$68.8K -638 -3%
PCM
1034
Pennsylvania Capital Management
Pennsylvania
$2.05M +$64.4K +597 +3%
FPTW
1035
Franklin, Parlapiano, Turner & Welch
Texas
$2.04M – – –
EA
1036
Emerald Advisors
Washington
$2.04M -$558K -5,173 -22%
CFD
1037
Creative Financial Designs
Indiana
$2.03M +$369K +3,420 +22%
SWP
1038
ShoreHaven Wealth Partners
New Jersey
$2.02M +$2.02M +18,734 New
AGP
1039
Autumn Glory Partners
Texas
$2.02M -$149K -1,384 -7%
BIP
1040
Blueprint Investment Partners
North Carolina
$2.01M -$376K -3,486 -16%
DHFB
1041
Dixon Hubard Feinour & Brown
Virginia
$2M -$55K -510 -3%
LF
1042
LifeSteps Financial
California
$2M +$231K +2,141 +13%
NWM
1043
Nauset Wealth Management
Connecticut
$2M +$2M +18,527 New
FFWA
1044
FRG Family Wealth Advisors
Washington
$2M -$249K -2,305 -11%
BHBT
1045
Burke & Herbert Bank & Trust
Virginia
$1.99M -$17K -158 -0.9%
DFA
1046
Delta Financial Advisors
Louisiana
$1.98M – – –
MW
1047
Marcum Wealth
Ohio
$1.98M +$218K +2,018 +12%
CRWM
1048
Castle Rock Wealth Management
California
$1.98M -$73.2K -685 -4%
DLHL
1049
Donald L. Hagan LLC
Florida
$1.97M -$1.19K -11 -0.1%
WF
1050
Williams Financial
Vermont
$1.97M -$704K -6,523 -26%
40 41
42
43 44