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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 %
B
1626
Bensler
Washington
$391K +$391K +3,626 New
IFAM
1627
Institutional & Family Asset Management
Colorado
$391K -$215K -1,995 -35%
ZIG
1628
Zullo Investment Group
Pennsylvania
$391K -$431 -4 -0.1%
WB
1629
Webster Bank
Connecticut
$391K -$216 -2 -0.1%
ZB
1630
Zions Bancorporation
Utah
$389K -$32.5K -301 -8%
SNB
1631
Security National Bank
Nebraska
$389K +$17.8K +165 +5%
PG
1632
Prostatis Group
Maryland
$388K -$76.6K -710 -16%
NFSG
1633
Newbridge Financial Services Group
Florida
$387K -$68.3K -633 -15%
SSWM
1634
Smith Salley Wealth Management
North Carolina
$386K -$26.3K -244 -6%
CRCM
1635
Corbett Road Capital Management
Virginia
$386K +$22.1K +205 +6%
AWM
1636
Activest Wealth Management
Florida
$386K +$171K +1,583 +80%
HWA
1637
Heartwood Wealth Advisors
Virginia
$384K -$5.51K -51 -1%
RC
1638
Roundview Capital
New Jersey
$384K +$187K +1,734 +95%
AP
1639
Adero Partners
California
$383K -$45.9K -426 -11%
MJRIC
1640
Mogy Joel R Investment Counsel
California
$383K -$8.1K -75 -2%
BWA
1641
Blodgett Wealth Advisors
California
$382K +$10.8K +100 +3%
HAIM
1642
Hunter Associates Investment Management
Pennsylvania
$381K +$14.6K +135 +4%
SFS
1643
Stiles Financial Services
Minnesota
$380K +$108 +1 +0%
AFG
1644
Allegheny Financial Group
Pennsylvania
$379K +$432 +4 +0.1%
PCA
1645
Pallas Capital Advisors
Massachusetts
$378K -$42.7K -406 -10%
LOPW
1646
Live Oak Private Wealth
North Carolina
$377K +$18.2K +169 +5%
HFG
1647
Heron Financial Group
New York
$375K +$1.08K +10 +0.3%
GWS
1648
Glassman Wealth Services
Virginia
$375K +$4.1K +38 +1%
IC
1649
Innealta Capital
Texas
$375K +$32.8K +304 +10%
AWA
1650
Alta Wealth Advisors
Massachusetts
$374K +$4.32K +40 +1%
64 65
66
67 68