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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 %
HWMA
1126
Heritage Wealth Management (Arizona)
Arizona
$1.54M +$1.54M +14,244 New
SAM
1127
Secure Asset Management
Michigan
$1.52M +$34.7K +322 +2%
BWCS
1128
Beirne Wealth Consulting Services
Connecticut
$1.51M -$16.7K -154 -1%
OWP
1129
Obermeyer Wealth Partners
Colorado
$1.51M +$45.4K +421 +3%
MWM
1130
Modera Wealth Management
New Jersey
$1.5M +$333K +3,088 +28%
AMM
1131
American Money Management
California
$1.48M +$34.8K +323 +2%
IIC
1132
Integrated Investment Consultants
Michigan
$1.48M -$29.7K -275 -2%
BO
1133
Bank OZK
Arkansas
$1.48M +$12.6K +117 +0.9%
JFG
1134
JMG Financial Group
Illinois
$1.47M – – –
RT
1135
Rockland Trust
Massachusetts
$1.45M +$43.4K +402 +3%
WEG
1136
World Equity Group
Illinois
$1.45M +$1.45M +13,466 New
BFA
1137
Beaumont Financial Advisors
Massachusetts
$1.45M -$85.4K -792 -6%
FHC
1138
First Heartland Consultants
Missouri
$1.45M -$250K -2,319 -15%
BAAM
1139
Baker Avenue Asset Management
California
$1.45M -$1.66M -15,405 -53%
AWM
1140
Axxcess Wealth Management
California
$1.44M +$183K +1,698 +15%
MSAM
1141
Moloney Securities Asset Management
Missouri
$1.43M -$34.1K -316 -2%
HWM
1142
Hohimer Wealth Management
Washington
$1.43M -$23.2K -215 -2%
LW
1143
Linscomb Wealth
Texas
$1.43M -$70.6K -654 -5%
JWS
1144
Juncture Wealth Strategies
Arizona
$1.43M +$47.4K +439 +3%
S
1145
SignatureFD
Georgia
$1.43M +$476K +4,412 +50%
GKWIM
1146
Gerber Kawasaki Wealth & Investment Management
California
$1.42M +$469K +4,348 +49%
EIA
1147
Eldridge Investment Advisors
New Hampshire
$1.41M – – –
BO
1148
BRR OpCo
Ohio
$1.41M +$3.24K +30 +0.2%
KP
1149
Keel Point
Alabama
$1.41M -$31.3K -290 -2%
TA
1150
Tiedemann Advisors
New York
$1.4M – – –
44 45
46
47 48