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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 %
WPP
1476
Whalerock Point Partners
Rhode Island
$565K +$108 +1 +0%
VCP
1477
Vista Capital Partners
Oregon
$565K – – –
CSWM
1478
Cassady Schiller Wealth Management
Ohio
$564K +$24.9K +231 +5%
WWP
1479
WR Wealth Planners
Missouri
$563K +$563K +5,216 New
LNB
1480
Ledyard National Bank
$561K -$73K -677 -12%
FF
1481
Friedenthal Financial
New Jersey
$559K -$396K -3,671 -41%
HIA
1482
Harbor Investment Advisory
Maryland
$559K +$141K +1,305 +34%
RWP
1483
RWA Wealth Partners
Massachusetts
$558K -$29.9K -277 -5%
WFA
1484
WMG Financial Advisors
Tennessee
$557K +$5.08K +47 +0.9%
NB
1485
NBT Bank
New York
$557K +$27K +250 +5%
MAA
1486
Matrix Asset Advisors
New York
$557K +$49.3K +457 +10%
USCWA
1487
U.S. Capital Wealth Advisors
Texas
$556K -$598K -5,546 -52%
LRIA
1488
Leonard Rickey Investment Advisors
Washington
$556K +$10.7K +99 +2%
CIA
1489
Compass Ion Advisors
Pennsylvania
$556K +$23.2K +215 +4%
KCA
1490
Karn Couzens & Associates
Connecticut
$554K +$45.7K +423 +9%
HCMT
1491
Highland Capital Management (Tennessee)
Tennessee
$552K -$66.1K -612 -11%
IGWM
1492
ICA Group Wealth Management
Colorado
$551K +$551K +5,363 New
GHA
1493
GW Henssler & Associates
Georgia
$549K -$30.5K -283 -5%
GAM
1494
Gemmer Asset Management
California
$546K +$19.9K +185 +4%
SBWIC
1495
Schaper Benz & Wise Investment Counsel
Wisconsin
$544K – – –
DI
1496
DAGCO Inc
Ohio
$542K -$4.49K -42 -0.8%
SCFS
1497
S.C. Financial Services
Arizona
$539K -$223K -2,069 -29%
LCM
1498
Linker Capital Management
Kentucky
$539K – – –
WIC
1499
Woodmont Investment Counsel
Tennessee
$539K +$539K +4,995 New
AF
1500
Aldebaran Financial
$538K +$538K +4,991 New
58 59
60
61 62