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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 %
SAM
1601
Seelaus Asset Management
New Jersey
$416K +$13.5K +125 +3%
ORC
1602
O'Rourke & Company
Massachusetts
$415K – – –
BP
1603
BBR Partners
New York
$414K -$68.7K -638 -14%
MWM
1604
Madison Wealth Management
Ohio
$414K +$3.45K +32 +0.8%
OWA
1605
One Wealth Advisors
California
$411K -$189K -1,754 -32%
ES
1606
Eagle Strategies
New York
$410K -$12.3K -114 -3%
FMTC
1607
Farmers & Merchants Trust Company
California
$410K +$81.7K +756 +25%
EWP
1608
Engrave Wealth Partners
Texas
$409K +$409K +3,792 New
PC
1609
Port Capital
Illinois
$408K +$216 +2 +0.1%
AWG
1610
Altus Wealth Group
Colorado
$405K -$2.13M -19,787 -84%
HIM
1611
Hanlon Investment Management
New Jersey
$405K -$91.1K -844 -18%
KSWA
1612
Kathleen S. Wright Associates
Pennsylvania
$405K +$48.5K +450 +14%
OLA
1613
Oliver Luxxe Assets
New Jersey
$403K -$2.03M -18,793 -83%
GIA
1614
Guyasuta Investment Advisors
Pennsylvania
$403K – – –
YIH
1615
Y-Intercept (HK)
Hong Kong
$403K +$403K +3,737 New
SAM
1616
S.A. Mason
Michigan
$402K +$3.78K +35 +0.9%
Simplex Trading
1617
Simplex Trading
Illinois
$402K +$402K +3,732 New
SIC
1618
Sterling Investment Counsel
New York
$400K +$400K +3,705 New
HT
1619
Heritage Trust
Oklahoma
$399K – – –
FA
1620
Fermata Advisors
California
$399K +$3.02K +28 +0.8%
NEWAS
1621
N.E.W. Advisory Services
Wisconsin
$398K +$137K +1,263 +53%
OC
1622
Oarsman Capital
Wisconsin
$397K +$24.3K +225 +7%
HPA
1623
High Probability Advisors
New York
$397K – – –
ST
1624
Sentinel Trust
Texas
$396K +$396K +3,672 New
ACP
1625
Arcus Capital Partners
Georgia
$395K +$648 +6 +0.2%
63 64
65
66 67