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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
1
Northwestern Mutual Wealth Management
Wisconsin
$2.69B
2
US Bancorp
2
US Bancorp
Minnesota
$670M
3
Financial Engines Advisors
3
Financial Engines Advisors
California
$760M
4
HI
4
Horizon Investments
North Carolina
$128M
5
Bank of America
5
Bank of America
North Carolina
$3.38B

Top Sellers

1
PPFA
1
Provida Pension Fund Administrator
Chile
$450M
2
HNB
2
Huntington National Bank
Ohio
$284M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$1.84B
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.83B
5
Charles Schwab
5
Charles Schwab
California
$72.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Caisse de Depot et Placement du Quebec (CDPQ)
151
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$38.3M +$38.3M +355,000 New
Legal & General Group
152
Legal & General Group
United Kingdom
$38.2M +$8.45M +78,310 +28%
GBT
153
Grove Bank & Trust
Florida
$38.2M +$1,000K +9,268 +3%
CG
154
Colony Group
Massachusetts
$38.1M -$785K -7,274 -2%
MWM
155
Mission Wealth Management
California
$37.8M +$3.87M +35,830 +11%
COPPSERS
156
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$37.6M +$13.1M +121,119 +53%
AWM
157
Altium Wealth Management
New York
$37.2M +$5.7M +52,799 +18%
AF
158
Arrow Financial
New York
$37M +$17M +157,629 +85%
SW
159
SVB Wealth
Massachusetts
$36.5M +$1.71M +15,891 +5%
LWMT
160
Legacy Wealth Management (Tennessee)
Tennessee
$36.1M +$1.53M +14,143 +4%
CCM
161
Covington Capital Management
California
$36M +$872K +8,081 +2%
ODIJL
162
One Day In July LLC
Vermont
$34.8M +$5.07M +47,000 +17%
JWA
163
JFS Wealth Advisors
Pennsylvania
$34.6M -$340K -3,153 -1%
CW
164
Connectus Wealth
Ohio
$34.5M +$34.5M +301,138 New
AFG
165
Albion Financial Group
Utah
$34.4M +$139K +1,288 +0.4%
SCA
166
Spearhead Capital Advisors
Florida
$34.4M -$628K -5,817 -2%
HWA
167
HCR Wealth Advisors
California
$34.2M +$34.2M +317,112 New
WPA
168
West Paces Advisors
Georgia
$33.4M +$1.57M +14,572 +5%
WFA
169
Wipfli Financial Advisors
Wisconsin
$32.9M +$2.65M +24,557 +9%
OCG
170
Opus Capital Group
Ohio
$32.7M +$2.67M +24,775 +9%
AllianceBernstein
171
AllianceBernstein
Tennessee
$32.5M +$26.3M +243,615 +425%
CAAS
172
Capital Asset Advisory Services
Michigan
$32.4M +$342K +3,167 +1%
AIA
173
Ally Invest Advisors
North Carolina
$31.7M +$779K +7,218 +3%
VCM
174
Vision Capital Management
Oregon
$31.6M +$208K +1,929 +0.7%
FSC
175
Full Sail Capital
Oklahoma
$31.4M -$2.17M -20,137 -6%
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