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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
Bank of America
North Carolina
+$374M
2
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
+$335M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$159M
4
CAM
Cresset Asset Management
Illinois
+$110M
5
Baird Financial Group
Baird Financial Group
Wisconsin
+$76.9M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$738M
2
ECG
Edge Capital Group
Georgia
-$388M
3
Wells Fargo
Wells Fargo
California
-$301M
4
HNB
Huntington National Bank
Ohio
-$284M
5
BlackRock
BlackRock
New York
-$208M
Name Holding Trade Value Shares
Change 		Shares
Change %
EL
1251
ERN LLC
Delaware
$832K +$832K +9,000 New
BBW
1252
Blue Barn Wealth
Utah
$830K -$7.21K -78 -0.9%
PPWP
1253
Proquility Private Wealth Partners
Nevada
$829K +$9.61K +104 +1%
VCM
1254
Vivaldi Capital Management
Illinois
$829K +$20.3K +220 +3%
SEEDPG
1255
S.E.E.D. Planning Group
New York
$827K -$6.84K -74 -0.8%
EBSAM
1256
Eubel Brady & Suttman Asset Management
Ohio
$825K +$4.99K +54 +0.6%
HWM
1257
Horizons Wealth Management
North Carolina
$825K +$825K +7,784 New
MFT
1258
Moisand Fitzgerald Tamayo
Florida
$812K +$131K +1,421 +19%
CT
1259
Coastline Trust
Rhode Island
$808K +$39.3K +425 +5%
SWM
1260
Selective Wealth Management
Virginia
$808K +$528K +5,714 +189%
ARC
1261
Advisor Resource Council
Texas
$808K +$808K +8,749 New
BCM
1262
Brookmont Capital Management
Texas
$804K -$831 -9 -0.1%
CG
1263
Corundum Group
Colorado
$803K +$185K +2,000 +30%
SWM
1264
Stockman Wealth Management
Montana
$801K -$5.18K -56 -0.6%
WDG
1265
Wealth Dimensions Group
Ohio
$800K -$13.7K -148 -2%
CW
1266
CreativeOne Wealth
Kansas
$799K -$300K -3,250 -27%
DY
1267
Dowling & Yahnke
California
$799K +$78.8K +852 +11%
NCM
1268
NCM Capital Management
New Jersey
$785K -$6.84K -74 -0.9%
TFP
1269
Tilia Fiduciary Partners
North Carolina
$784K +$35.9K +389 +5%
WTB
1270
Washington Trust Bank
Washington
$775K -$171K -1,847 -18%
AWP
1271
Ascent Wealth Partners
New York
$772K +$27.7K +300 +4%
Susquehanna International Group
1272
Susquehanna International Group
Pennsylvania
$770K -$3.72M -40,247 -83%
SIA
1273
SeaBridge Investment Advisors
New Jersey
$759K – – –
WOSD
1274
WFA of San Diego
California
$751K -$52.8K -571 -7%
WP
1275
Wealthspan Partners
Iowa
$751K +$37.1K +401 +5%
49 50
51
52 53