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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 %
TC
1426
Truvestments Capital
Florida
$510K -$10.1K -109 -2%
RA
1427
Riverstone Advisors
Texas
$507K -$7.76K -84 -2%
SFP
1428
Strategic Financial Planning
Texas
$507K – – –
TI
1429
Trexquant Investment
Connecticut
$505K -$474K -5,134 -48%
MAA
1430
Matrix Asset Advisors
New York
$504K +$26.5K +287 +6%
AA
1431
Advisory Alpha
Michigan
$503K -$277K -2,998 -36%
MA
1432
MONECO Advisors
Connecticut
$501K +$7.3K +79 +1%
PMG
1433
Private Management Group
California
$499K -$17.7K -192 -3%
AW
1434
ACG Wealth
Georgia
$497K -$6.75K -73 -1%
ULWM
1435
Upper Left Wealth Management
Florida
$496K +$141K +1,523 +40%
WCWM
1436
Willow Creek Wealth Management
California
$493K – – –
IC
1437
IEQ Capital
California
$493K +$2.4K +26 +0.5%
BCM
1438
BTC Capital Management
Iowa
$492K -$254K -2,744 -34%
D
1439
Dentgroup
Louisiana
$490K -$294K -3,178 -37%
CIAS
1440
CFS Investment Advisory Services
New Jersey
$487K -$84.1M -909,661 -99%
LRIA
1441
Leonard Rickey Investment Advisors
Washington
$486K +$9.25K +100 +2%
B
1442
Bensler
Washington
$485K +$150K +1,623 +45%
ST
1443
Somerset Trust
Pennsylvania
$485K -$13.9K -150 -3%
USCWA
1444
U.S. Capital Wealth Advisors
Texas
$485K +$8.59K +93 +2%
RBFC
1445
Roman Butler Fullerton & Co
Missouri
$484K -$28K -301 -5%
RRWA
1446
Rainey & Randall Wealth Advisors
Florida
$481K +$30.4K +329 +7%
IFA
1447
Index Fund Advisors
California
$480K -$697K -7,537 -59%
VC
1448
Veracity Capital
Georgia
$479K -$126K -1,359 -21%
BAM
1449
Berkshire Asset Management
Pennsylvania
$479K +$479K +5,183 New
1WA
1450
180 Wealth Advisors
Washington
$477K -$59K -632 -11%
56 57
58
59 60