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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 %
MTIC
1151
Missouri Trust & Investment Company
Missouri
$1.4M – – –
TSS
1152
Two Sigma Securities
New York
$1.39M +$821K +7,604 +144%
KFP
1153
KMG Fiduciary Partners
Ohio
$1.39M -$87.6K -812 -6%
PW
1154
Peninsula Wealth
California
$1.38M +$1.51K +14 +0.1%
LB
1155
Leo Brokerage
Texas
$1.38M +$1.38M +12,803 New
CIA
1156
Choate Investment Advisors
Massachusetts
$1.38M +$286K +2,650 +26%
IFA
1157
Index Fund Advisors
California
$1.37M -$31.8K -295 -2%
DJYG
1158
David J. Yvars Group
Florida
$1.37M +$7.57K +70 +0.6%
RF
1159
Rollins Financial
Georgia
$1.36M +$1.36M +12,640 New
WA
1160
WP Advisors
California
$1.36M +$2.16K +20 +0.2%
BA
1161
Ballast Advisors
Minnesota
$1.36M +$1.94K +18 +0.1%
SFG
1162
Sowa Financial Group
Rhode Island
$1.36M +$3.99K +37 +0.3%
BB
1163
Busey Bank
Illinois
$1.36M -$72.2K -670 -5%
SB
1164
Strategic Blueprint
Georgia
$1.36M -$612K -5,671 -31%
CFFP
1165
Center for Financial Planning
Michigan
$1.35M -$179K -1,660 -12%
STC
1166
Sarah T. Connolly
$1.34M -$2.7K -25 -0.2%
BDF
1167
Balasa Dinverno & Foltz
$1.33M – – –
CPP
1168
Capasso Planning Partners
South Carolina
$1.33M +$163K +1,506 +14%
ATWA
1169
Arbor Trust Wealth Advisors
Michigan
$1.32M -$91.7K -850 -6%
HCA
1170
Harbour Capital Advisors
Virginia
$1.32M +$85.8K +795 +7%
GWM
1171
GSB Wealth Management
Connecticut
$1.32M +$253K +2,350 +24%
VCA
1172
Verdence Capital Advisors
Maryland
$1.32M -$99.8K -925 -7%
FNC
1173
First National Corp
Massachusetts
$1.32M +$218K +2,018 +20%
TTWM
1174
TCV Trust & Wealth Management
Virginia
$1.31M -$2.7K -25 -0.2%
KA
1175
Kovack Advisors
Florida
$1.31M +$22.7K +210 +2%
45 46
47
48 49