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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 %
EWM
1251
Empirical Wealth Management
Washington
$1.07M -$253K -2,344 -19%
AMBIA
1252
Allen Mooney & Barnes Investment Advisors
Georgia
$1.07M +$1.07M +9,901 New
IP
1253
Ignite Planners
California
$1.07M -$272K -2,632 -20%
TFM
1254
TFC Financial Management
Massachusetts
$1.05M -$26.9K -249 -2%
SFP
1255
Sweet Financial Partners
Minnesota
$1.05M +$12.2K +113 +1%
MWA
1256
Motive Wealth Advisors
Michigan
$1.05M -$154K -1,425 -13%
PSF
1257
Pacific Sun Financial
California
$1.05M +$17.3K +160 +2%
EWA
1258
ERTS Wealth Advisors
Michigan
$1.05M +$39.9K +370 +4%
DBT
1259
Dubuque Bank & Trust
Iowa
$1.04M -$48.8K -452 -4%
CHA
1260
Carmichael Hill & Associates
Maryland
$1.04M +$23.8K +221 +2%
AOWM
1261
Alpha Omega Wealth Management
Virginia
$1.03M +$1.08K +10 +0.1%
BFM
1262
Broadview Financial Management
Wisconsin
$1.03M +$48.2K +447 +5%
SIC
1263
Samalin Investment Counsel
New York
$1.03M +$83.4K +773 +9%
SWA
1264
Strategies Wealth Advisors
Michigan
$1.02M -$5.07K -47 -0.5%
VNB
1265
Virginia National Bank
Virginia
$1.02M +$1.02M +9,437 New
AWM
1266
Avondale Wealth Management
Texas
$1.02M +$294K +2,722 +41%
RCM
1267
Raleigh Capital Management
North Carolina
$1.02M +$1.02M +9,412 New
SF
1268
SBK Financial
Virginia
$1.01M – – –
CPA
1269
Cardiff Park Advisors
California
$1.01M +$168K +1,559 +20%
BWA
1270
Burt Wealth Advisors
Maryland
$1.01M +$1.01M +9,344 New
LC
1271
Lincoln Capital
Nebraska
$1M +$195K +1,808 +24%
GSAM
1272
Grant Street Asset Management
Pennsylvania
$997K +$209K +1,934 +26%
EDRIA
1273
Edmonds Duncan Registered Investment Advisors
Kansas
$990K – – –
KAM
1274
Kraft Asset Management
Tennessee
$988K -$9.6K -89 -1%
BMD
1275
Better Money Decisions
New Mexico
$985K -$359K -3,328 -27%
49 50
51
52 53