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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 %
GMA
1351
Goldstein Munger & Associates
California
$781K – – –
ASW
1352
Astoria Strategic Wealth
Texas
$779K -$19.4K -180 -2%
T
1353
TRUADVICE
Florida
$779K +$401 +4 +0.1%
BFA
1354
Bragg Financial Advisors
North Carolina
$779K +$89.6K +830 +13%
TI
1355
Truepoint Inc
Ohio
$778K -$73.1K -677 -9%
MCM
1356
Maple Capital Management
Vermont
$776K -$61.2K -567 -7%
BWA
1357
Bordeaux Wealth Advisors
California
$776K -$15.7K -145 -2%
HFS
1358
Haverford Financial Services
Pennsylvania
$776K – – –
MWM
1359
Maripau Wealth Management
Indiana
$774K +$15.1K +145 +2%
APWM
1360
Atlas Private Wealth Management
New York
$761K -$24.8K -230 -3%
Fayez Sarofim & Co
1361
Fayez Sarofim & Co
Texas
$759K -$34.2K -317 -4%
JCM
1362
Janney Capital Management
Pennsylvania
$759K -$9.61K -89 -1%
WLIM
1363
White Lighthouse Investment Management
Massachusetts
$757K +$79.3K +735 +12%
MCM
1364
Maryland Capital Management
Maryland
$754K -$77.2K -716 -9%
MSFS
1365
Main Street Financial Solutions
Pennsylvania
$750K -$755 -7 -0.1%
SVWAG
1366
Sound View Wealth Advisors Group
Georgia
$749K -$175K -1,621 -19%
PFA
1367
Professional Financial Advisors
Nebraska
$749K -$64.4K -597 -8%
DCM
1368
Donaldson Capital Management
Indiana
$749K -$23.7K -220 -3%
IA
1369
Insight Advisors
Pennsylvania
$747K -$167K -1,547 -18%
PFA
1370
Pinnacle Family Advisors
Missouri
$747K +$94.9K +879 +15%
ACK
1371
Andrew C. Karlinski
$742K -$4.85K -45 -0.6%
BAM
1372
Barrett Asset Management
New York
$742K +$17.9K +166 +2%
GCA
1373
Gradient Capital Advisors
California
$740K – – –
BLC
1374
Brown, Lisle/Cummings
Rhode Island
$738K -$7.98K -74 -1%
OFG
1375
Oxford Financial Group
Indiana
$734K -$199K -1,847 -21%
53 54
55
56 57