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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 %
VAFP
1376
Vahanian & Associates Financial Planning
New York
$732K -$1.06M -9,836 -59%
LCC
1377
Lincoln Capital Corp
Rhode Island
$730K +$2.7K +25 +0.4%
FA
1378
Financial Advisors
Massachusetts
$728K +$108 +1 +0%
SF
1379
Symphony Financial
Texas
$728K +$728K +7,204 New
WPC
1380
Waters Parkerson & Co
Louisiana
$726K – – –
HT
1381
HighTower Trust
Texas
$726K +$28K +260 +4%
LA
1382
LexAurum Advisors
Kansas
$723K +$12.1K +112 +2%
CSPIA
1383
Cary Street Partners Investment Advisory
Virginia
$723K +$112K +1,042 +18%
WCFA
1384
Walkner Condon Financial Advisors
Wisconsin
$723K +$286K +2,650 +65%
CG
1385
Corundum Group
Colorado
$722K -$10.8K -100 -1%
WCM
1386
WealthBridge Capital Management
Ohio
$721K +$92.9K +861 +15%
SFG
1387
Sather Financial Group
Texas
$720K – – –
OWM
1388
Orgel Wealth Management
Wisconsin
$717K +$318K +2,946 +80%
AAMC
1389
Asset Allocation & Management Company
Illinois
$716K +$716K +6,641 New
PCM
1390
Perritt Capital Management
Illinois
$715K – – –
HWA
1391
Hillcrest Wealth Advisors
New Jersey
$715K – – –
JCM
1392
Jacobi Capital Management
Pennsylvania
$714K -$1.94K -18 -0.3%
CCM
1393
Coldstream Capital Management
Washington
$713K -$13.8K -128 -2%
VIA
1394
Vickerman Investment Advisors
Washington
$713K +$16.5K +167 +2%
AC
1395
AlphaCore Capital
California
$711K -$752K -6,970 -51%
SCA
1396
St. Clair Advisors
Ohio
$709K +$56K +519 +9%
CANC
1397
Culbertson A N & Co
Virginia
$708K +$45.3K +420 +7%
MWM
1398
McNaughton Wealth Management
California
$707K – – –
GWM
1399
Greenhouse Wealth Management
Connecticut
$707K +$1.08K +10 +0.2%
PWP
1400
Perfromance Wealth Partners
Illinois
$706K -$110K -1,020 -13%
54 55
56
57 58