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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
1
Northwestern Mutual Wealth Management
Wisconsin
$2.69B
2
US Bancorp
2
US Bancorp
Minnesota
$670M
3
Financial Engines Advisors
3
Financial Engines Advisors
California
$760M
4
HI
4
Horizon Investments
North Carolina
$128M
5
Bank of America
5
Bank of America
North Carolina
$3.38B

Top Sellers

1
PPFA
1
Provida Pension Fund Administrator
Chile
$450M
2
HNB
2
Huntington National Bank
Ohio
$284M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$1.84B
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.83B
5
Charles Schwab
5
Charles Schwab
California
$72.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
FLPIM
126
F.L. Putnam Investment Management
Massachusetts
$45M +$1.38M +12,782 +3%
MIA
127
MainStreet Investment Advisors
Illinois
$44.4M -$750K -6,952 -2%
Allspring Global Investments
128
Allspring Global Investments
North Carolina
$44.3M +$11.2M +104,207 +34%
VA
129
Valmark Advisers
Ohio
$44.1M -$409K -3,790 -0.9%
PA
130
Parallel Advisors
California
$44M -$2.3M -21,055 -5%
KA
131
Klingman & Associates
New York
$43.7M +$4.74M +43,913 +12%
ST
132
Sageworth Trust
Pennsylvania
$43.6M +$43.5M +402,792 +30,217%
CPSAC
133
Chas P. Smith & Associates (CPS)
Florida
$42.8M +$1.46M +13,533 +4%
CA
134
Cetera Advisors
Colorado
$42.3M -$88.8K -823 -0.2%
MPWT
135
MassMutual Private Wealth & Trust
Connecticut
$42.3M -$684K -6,340 -2%
NQWM
136
Northwest Quadrant Wealth Management
Oregon
$42M +$908K +8,359 +2%
AWS
137
Atria Wealth Solutions
New York
$41.9M +$41.9M +388,460 New
CI
138
Conning Inc
Connecticut
$41.5M +$166K +1,540 +0.4%
WA
139
Wealth Architects
California
$41.2M +$273K +2,532 +0.7%
CIBC Private Wealth Group
140
CIBC Private Wealth Group
Georgia
$41.2M +$1.25M +11,590 +3%
BSB
141
Bangor Savings Bank
Maine
$41.2M +$964K +8,937 +2%
AWM
142
AE Wealth Management
Kansas
$40.6M -$3.11M -28,788 -7%
FMWA
143
Forvis Mazars Wealth Advisors
Missouri
$40.5M +$1.72M +15,956 +4%
SWP
144
Stratos Wealth Partners
Ohio
$40.2M +$2.6M +24,125 +7%
Lazard Asset Management
145
Lazard Asset Management
New York
$40.1M -$841K -7,797 -2%
Fiera Capital (Canada)
146
Fiera Capital (Canada)
Quebec, Canada
$40M -$70.8K -656 -0.2%
BF
147
BOK Financial
Oklahoma
$39.7M -$8.34M -77,324 -17%
BPA
148
Beacon Pointe Advisors
California
$39.7M +$20.8M +193,174 +111%
CAI
149
Capital Advisors Inc
Oklahoma
$39.4M -$3.05M -28,270 -7%
VR
150
Viridian RIA
Washington
$39.4M -$42.6M -371,640 Closed
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