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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 %
SWP
1051
Summit Wealth Partners
Florida
$1.96M -$216 -2 -0%
WCA
1052
Waypoint Capital Advisors
Minnesota
$1.96M -$2.59K -24 -0.1%
SFP
1053
Sterling Financial Planning
New Jersey
$1.95M -$141K -1,307 -7%
PCG
1054
Private Capital Group
Connecticut
$1.95M -$24.8K -230 -1%
GPWA
1055
Great Point Wealth Advisors
Massachusetts
$1.95M -$12.5K -116 -0.6%
SA
1056
Strategic Advisors
New York
$1.94M -$77.5K -718 -4%
AF
1057
Apexium Financial
Texas
$1.94M -$1.35K -12 -0.1%
SAM
1058
Strategic Asset Management
Minnesota
$1.93M -$75.1K -696 -4%
LFAS
1059
Level Four Advisory Services
Texas
$1.93M +$15.1K +140 +0.8%
KC
1060
Kingfisher Capital
North Carolina
$1.93M +$5.61K +52 +0.3%
CBFP
1061
Cedar Brook Financial Partners
Ohio
$1.93M +$107K +992 +6%
SFM
1062
Signet Financial Management
New Jersey
$1.91M -$42.8K -397 -2%
CAM
1063
Concorde Asset Management
Michigan
$1.91M -$636K -5,897 -25%
MSWMA
1064
Market Street Wealth Management Advisors
Indiana
$1.9M +$316K +2,926 +20%
SWM
1065
Sendero Wealth Management
Texas
$1.89M -$6.37K -59 -0.3%
RWRC
1066
R.W. Roge & Company
New York
$1.88M -$22.7K -210 -1%
ACM
1067
Advisors Capital Management
New Jersey
$1.87M +$1.24M +11,518 +200%
JWCA
1068
J.W. Coons Advisors
Ohio
$1.86M +$21.1K +196 +1%
CAL
1069
Capital Advisors Ltd
Ohio
$1.86M +$106K +987 +6%
PWMG
1070
Provence Wealth Management Group
California
$1.86M +$76.9K +713 +4%
SHWM
1071
Silicon Hills Wealth Management
Texas
$1.85M +$194K +1,800 +12%
TIA
1072
Tiemann Investment Advisors
California
$1.85M -$26.4K -245 -1%
WAL
1073
W Advisors LLC
Tennessee
$1.84M -$476K -4,414 -21%
PIM
1074
Penobscot Investment Management
Massachusetts
$1.84M -$4.86K -45 -0.3%
KBFS
1075
Kohmann Bosshard Financial Services
Ohio
$1.84M +$44.4K +412 +2%
41 42
43
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