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iShares Core S&P Small-Cap ETF
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Overview Fund Activity

1,976 hedge funds and large institutions have $42B invested in iShares Core S&P Small-Cap ETF in 2022 Q2 according to their latest regulatory filings, with 91 funds opening new positions, 898 increasing their positions, 768 reducing their positions, and 136 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,976
Holders Change
-76
Holders Change %
-3.7%
% of All Funds
33.41%
Holding in Top 10
329
Holding in Top 10 Change
-22
Holding in Top 10 Change %
-6.27%
% of All Funds
5.56%
New
91
Increased
898
Reduced
768
Closed
136
Calls
$18.1M
Puts
$9.75M
Net Calls
+$8.35M
Net Calls Change
+$44.1M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$374M
2
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
+$335M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$159M
4
CAM
Cresset Asset Management
Illinois
+$110M
5
Baird Financial Group
Baird Financial Group
Wisconsin
+$76.9M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$738M
2
ECG
Edge Capital Group
Georgia
-$388M
3
Wells Fargo
Wells Fargo
California
-$301M
4
HNB
Huntington National Bank
Ohio
-$284M
5
BlackRock
BlackRock
New York
-$208M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAG
1676
Curtis Advisory Group
California
$255K -$3.33K -36 -1%
BWA
1677
Beam Wealth Advisors
Louisiana
$254K -$28.2K -305 -10%
FA
1678
FC Advisory
Pennsylvania
$254K +$370 +4 +0.1%
IPW
1679
Inlet Private Wealth
Florida
$254K +$739 +8 +0.3%
DPI
1680
Diversified Portfolios Inc
Michigan
$254K +$37K +401 +17%
CWA
1681
Clearview Wealth Advisors
Oregon
$253K -$5.28K -57 -2%
BC
1682
Burney Company
Virginia
$253K -$92 -1 -0%
KCM
1683
Kathmere Capital Management
Pennsylvania
$251K -$5.36K -58 -2%
CTA
1684
Colonial Trust Advisors
South Carolina
$251K +$19K +206 +8%
PFG
1685
PAX Financial Group
Texas
$250K -$5.61M -60,736 -96%
BWP
1686
Bernardo Wealth Planning
Pennsylvania
$250K -$202K -2,187 -45%
AIP
1687
ARS Investment Partners
New York
$250K -$39K -421 -13%
AWM
1688
Aries Wealth Management
Maine
$249K -$8.5M -91,826 -97%
WCG
1689
Weaver Consulting Group
California
$247K -$40.8K -441 -14%
RWG
1690
Regal Wealth Group
California
$247K -$5.64K -61 -2%
GWSG
1691
GPS Wealth Strategies Group
Colorado
$247K +$137K +1,489 +126%
PA
1692
Parkside Advisors
California
$246K – – –
DA
1693
Detalus Advisors
Missouri
$246K +$13K +141 +6%
VWA
1694
Visionary Wealth Advisors
Illinois
$246K +$33.1K +358 +16%
BST
1695
Bath Savings Trust
Maine
$245K -$16K -173 -6%
GC
1696
Gratus Capital
Georgia
$245K -$648 -7 -0.3%
BCM
1697
Bayesian Capital Management
New York
$245K +$5.26K +57 +2%
HGERS
1698
Householder Group Estate & Retirement Specialist
Arizona
$245K +$11.5K +124 +5%
BAMG
1699
Brand Asset Management Group
Missouri
$244K – – –
FG
1700
Foster Group
Iowa
$244K +$69.1K +748 +39%
66 67
68
69 70