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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 %
KFI
1351
Key Financial Inc
Pennsylvania
$619K +$64.1K +687 +12%
VHAM
1352
Van Hulzen Asset Management
California
$618K -$2.01M -21,808 -77%
AC
1353
AlphaCore Capital
California
$618K +$8.96K +97 +1%
SWM
1354
SeaCrest Wealth Management
New York
$616K +$392K +4,240 +174%
HWM
1355
Horizon Wealth Management
Illinois
$615K +$320K +3,459 +108%
AAMC
1356
Asset Allocation & Management Company
Illinois
$614K – – –
SHWM
1357
Silicon Hills Wealth Management
Texas
$612K -$974K -10,538 -61%
ACK
1358
Andrew C. Karlinski
$612K -$24.1K -261 -4%
PCM
1359
Perritt Capital Management
Illinois
$612K – – –
HWA
1360
Hillcrest Wealth Advisors
New Jersey
$612K – – –
DWM
1361
Doyle Wealth Management
Florida
$611K +$194K +2,103 +47%
GWM
1362
Greenhouse Wealth Management
Connecticut
$608K +$1.94K +21 +0.3%
CMP
1363
Courage Miller Partners
Virginia
$608K +$6.84K +74 +1%
OAM
1364
Oak Asset Management
California
$608K +$608K +6,579 New
AWC
1365
Adamsbrown Wealth Consultants
Kansas
$607K -$349K -3,774 -37%
CGPCS
1366
Capital Group Private Client Services
California
$606K -$81.3K -880 -12%
MWM
1367
McNaughton Wealth Management
California
$606K – – –
BFA
1368
Bragg Financial Advisors
North Carolina
$603K -$64.3K -696 -10%
BI
1369
Ballast Inc
Kentucky
$601K +$3.79K +41 +0.6%
BFS
1370
Bradley Foster & Sargent
Connecticut
$600K +$166K +1,798 +38%
OWA
1371
One Wealth Advisors
California
$596K +$244K +2,639 +69%
VNB
1372
Virginia National Bank
Virginia
$593K -$280K -3,025 -32%
RZH
1373
Relyea Zuckerberg Hanson
Connecticut
$593K +$2.59K +28 +0.4%
AWS
1374
AJ Wealth Strategies
New York
$591K – – –
CWM
1375
C2C Wealth Management
Arizona
$590K -$16.5K -171 -3%
53 54
55
56 57