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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 %
AIA
1651
Angeles Investment Advisors
California
$373K – – –
PWP
1652
Principle Wealth Partners
Connecticut
$371K +$540 +5 +0.1%
AFAS
1653
Acorn Financial Advisory Services
Virginia
$370K -$7.12K -66 -2%
CS
1654
Cannell & Spears
New York
$370K – – –
RJTCONH
1655
Raymond James Trust Company of New Hampshire
New Hampshire
$368K +$368K +3,408 New
PCM
1656
Poehling Capital Management
Wisconsin
$366K – – –
GAG
1657
GM Advisory Group
New York
$364K -$22.7K -210 -6%
VI
1658
Vestcor Inc
New Brunswick, Canada
$364K – – –
PIA
1659
Powell Investment Advisors
Florida
$362K +$16.5K +153 +5%
FDCC
1660
Foster Dykema Cabot & Co
Massachusetts
$361K – – –
CFA
1661
Camarda Financial Advisors
Florida
$361K – – –
AWA
1662
Archvest Wealth Advisors
California
$360K +$108 +1 +0%
APW
1663
Aurora Private Wealth
New Jersey
$358K +$358K +3,316 New
AP
1664
Appleton Partners
Massachusetts
$357K -$30.1K -279 -8%
FFA
1665
Founders Financial Alliance
North Carolina
$357K +$23.5K +218 +7%
AWA
1666
Acorn Wealth Advisors
Michigan
$356K -$540 -5 -0.2%
IIC
1667
Ironwood Investment Counsel
Arizona
$356K +$431 +4 +0.1%
TA
1668
TruWealth Advisors
Louisiana
$355K -$323 -3 -0.1%
EHC
1669
Everett Harris & Co
California
$355K – – –
GWM
1670
GDS Wealth Management
Texas
$353K +$14.4K +137 +4%
DP
1671
DDD Partners
Washington
$351K – – –
STCOSD
1672
Sageworth Trust Company of South Dakota
South Dakota
$350K +$350K +3,240 New
TW
1673
Towerpoint Wealth
California
$346K +$17.5K +162 +5%
HWM
1674
Horizon Wealth Management
Illinois
$345K – – –
IP
1675
Investment Partners
Ohio
$345K +$108 +1 +0%
65 66
67
68 69