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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
1
Bank of America
North Carolina
$3.27B
2
NMIMC
2
Northwestern Mutual Investment Management Company
Wisconsin
$436M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$2.47B
4
CAM
4
Cresset Asset Management
Illinois
$389M
5
Baird Financial Group
5
Baird Financial Group
Wisconsin
$347M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$837M
2
ECG
2
Edge Capital Group
Georgia
$1.5M
3
Wells Fargo
3
Wells Fargo
California
$1.74B
4
HNB
4
Huntington National Bank
Ohio
$248M
5
BlackRock
5
BlackRock
New York
$816M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
151
Altium Wealth Management
New York
$30.9M -$909K -9,840 -3%
CCM
152
Covington Capital Management
California
$30.7M -$155K -1,675 -0.5%
AFG
153
Albion Financial Group
Utah
$30.7M +$1.16M +12,592 +4%
Fiera Capital (Canada)
154
Fiera Capital (Canada)
Quebec, Canada
$30.6M -$3.58M -38,777 -10%
WFA
155
Wipfli Financial Advisors
Wisconsin
$30.4M +$2.26M +24,431 +8%
FSC
156
Full Sail Capital
Oklahoma
$30.2M +$3.32M +35,911 +12%
JWA
157
JFS Wealth Advisors
Pennsylvania
$29.9M +$263K +2,843 +0.9%
AWM
158
AE Wealth Management
Kansas
$29.9M -$4.93M -53,400 -14%
OCG
159
Opus Capital Group
Ohio
$29.5M +$1.48M +16,052 +5%
GT
160
Glenview Trust
Kentucky
$29.5M +$9.38M +101,535 +47%
CW
161
Connectus Wealth
Ohio
$29.4M +$1.53M +16,502 +5%
WPA
162
West Paces Advisors
Georgia
$29.1M +$544K +5,884 +2%
HWA
163
HCR Wealth Advisors
California
$28.8M -$511K -5,531 -2%
CAAS
164
Capital Asset Advisory Services
Michigan
$28.5M +$753K +8,146 +3%
I
165
INVST
Indiana
$28.1M +$24.4M +236,730 +657%
SCA
166
Spearhead Capital Advisors
Florida
$27.9M -$1.53M -16,582 -5%
SRG
167
SBB Research Group
Illinois
$27.9M -$38.6M -417,400 -58%
TC
168
Telemus Capital
Michigan
$27.9M +$24.7M +267,311 +768%
PA
169
Planning Alternatives
Michigan
$27.9M -$15.5M -167,361 -36%
AWS
170
Atria Wealth Solutions
New York
$27.5M -$8.44M -91,345 -24%
AIA
171
Ally Invest Advisors
North Carolina
$27.2M +$96.7K +1,046 +0.4%
CWM
172
Cahaba Wealth Management
Georgia
$27.2M +$1.67M +18,115 +7%
RWM
173
RKL Wealth Management
Pennsylvania
$27M +$201K +2,176 +0.8%
CCA
174
Conservest Capital Advisors
Pennsylvania
$26.8M +$1.79M +19,414 +7%
GW
175
GW & Wade
Massachusetts
$26.8M +$319K +3,454 +1%
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7
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