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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 %
RC
1726
Roundview Capital
New Jersey
$226K -$103K -1,116 -31%
TB
1727
Terril Brothers
Missouri
$226K – – –
NHC
1728
Nicholas Hoffman & Company
Georgia
$225K -$18.4K -200 -8%
WAM
1729
Weatherly Asset Management
California
$225K – – –
IC
1730
Iconiq Capital
California
$224K +$739 +8 +0.3%
PIFP
1731
Partners in Financial Planning
Virginia
$224K -$22K -224 -9%
GG
1732
GenWealth Group
New Jersey
$223K -$18.7K -202 -8%
CCMG
1733
Clark Capital Management Group
Pennsylvania
$222K -$49.2M -533,693 -100%
NB
1734
Nicolet Bankshares
Wisconsin
$222K -$2.04K -22 -0.9%
PIM
1735
Progressive Investment Management
Oregon
$222K – – –
CK
1736
Cohen Klingenstein
New York
$222K – – –
GHAM
1737
Gilman Hill Asset Management
Connecticut
$221K -$7.66K -83 -3%
MCA
1738
Maryland Capital Advisors
Maryland
$221K – – –
FWI
1739
Facet Wealth Inc
Maryland
$221K +$221K +2,387 New
PP
1740
Patten & Patten
Tennessee
$220K +$1.2K +13 +0.5%
FNBTCON
1741
First National Bank & Trust Co of Newtown
Pennsylvania
$219K – – –
SLG
1742
Stanley-Laman Group
Pennsylvania
$219K +$647 +7 +0.3%
MSCM
1743
McElhenny Sheffield Capital Management
Texas
$218K -$12.3K -133 -5%
CIS
1744
Connors Investor Services
Pennsylvania
$218K – – –
FP
1745
Financial Perspectives
Minnesota
$217K +$1.76K +19 +0.8%
PRWA
1746
Platte River Wealth Advisors
Colorado
$217K -$297K -3,225 -58%
JLBC
1747
J.L. Bainbridge & Co
Florida
$216K -$10.4K -112 -5%
OWM
1748
OneAscent Wealth Management
Alabama
$216K -$7.5K -81 -3%
AWM
1749
Aberdeen Wealth Management
Illinois
$215K – – –
MRCM
1750
M&R Capital Management
New Jersey
$215K +$185 +2 +0.1%
68 69
70
71 72