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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
1
Bank of America
North Carolina
$3.27B
2
NMIMC
2
Northwestern Mutual Investment Management Company
Wisconsin
$436M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$2.47B
4
CAM
4
Cresset Asset Management
Illinois
$389M
5
Baird Financial Group
5
Baird Financial Group
Wisconsin
$347M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$837M
2
ECG
2
Edge Capital Group
Georgia
$1.5M
3
Wells Fargo
3
Wells Fargo
California
$1.74B
4
HNB
4
Huntington National Bank
Ohio
$248M
5
BlackRock
5
BlackRock
New York
$816M
Name Holding Trade Value Shares
Change 		Shares
Change %
APCM
101
Alaska Permanent Capital Management
Alaska
$50.4M -$6.9M -74,641 -12%
OAM
102
Oppenheimer Asset Management
New York
$48M +$26.4K +286 +0.1%
CAPTRUST Financial Advisors
103
CAPTRUST Financial Advisors
North Carolina
$47.3M +$63.1K +686 +0.1%
VFA
104
Voya Financial Advisors
Connecticut
$47.2M -$546K -5,885 -1%
SFA
105
Sequoia Financial Advisors
Ohio
$46.6M +$38M +411,559 +447%
AAS
106
Avantax Advisory Services
Texas
$46.2M +$3.04M +32,920 +7%
GIM
107
Goelzer Investment Management
Indiana
$45.2M +$841K +9,096 +2%
JSW
108
Journey Strategic Wealth
New Jersey
$45.2M +$45.2M +488,796 New
AAM
109
Alphadyne Asset Management
New York
$45M +$45M +486,771 New
BCI
110
Brinker Capital Investments
Pennsylvania
$44.4M -$2.13M -23,021 -5%
Mercer Global Advisors
111
Mercer Global Advisors
Colorado
$44M -$593K -6,418 -1%
Bank of Nova Scotia
112
Bank of Nova Scotia
Ontario, Canada
$41.9M – – –
HI
113
Harbour Investments
Wisconsin
$41.9M +$41.9M +453,108 New
Citigroup
114
Citigroup
New York
$40.9M +$1.46M +15,842 +4%
NA
115
NewEdge Advisors
Louisiana
$40.1M -$11M -119,314 -22%
CIA
116
Choate Investment Advisors
Massachusetts
$39.9M +$38.7M +419,017 +3,276%
VA
117
Valmark Advisers
Ohio
$39.1M +$1.32M +14,258 +3%
UBV
118
United Bank (Virginia)
Virginia
$38.8M -$13.1M -142,071 -25%
Cetera Investment Advisers
119
Cetera Investment Advisers
Illinois
$38.6M -$2.37M -25,682 -6%
GWM
120
Geneos Wealth Management
Colorado
$38.6M -$883K -9,464 -2%
SWP
121
Stratos Wealth Partners
Ohio
$38.4M +$4.02M +43,505 +12%
BF
122
BOK Financial
Oklahoma
$38.4M +$4.35M +47,049 +13%
CPSAC
123
Chas P. Smith & Associates (CPS)
Florida
$38M +$1.42M +15,318 +4%
FLPIM
124
F.L. Putnam Investment Management
Massachusetts
$37.9M -$648K -7,011 -2%
COPPSERS
125
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$37.7M +$5.56M +60,128 +17%
3 4
5
6 7