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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 %
CWM
1751
Concentric Wealth Management
California
$278K – – –
BWM
1752
BCGM Wealth Management
Indiana
$277K +$2.58K +26 +0.9%
LG
1753
Leuthold Group
Minnesota
$275K -$73.2K -679 -21%
WA
1754
Wambolt & Associates
Colorado
$275K -$49.6K -455 -15%
SCM
1755
Stordahl Capital Management
Colorado
$275K – – –
RCG
1756
Resource Consulting Group
Florida
$275K – – –
PTB
1757
Pioneer Trust Bank
Oregon
$275K – – –
VCM
1758
Virtue Capital Management
Tennessee
$274K +$9.72K +90 +4%
Loomis, Sayles & Company
1759
Loomis, Sayles & Company
Massachusetts
$273K -$1.87M -17,280 -87%
DA
1760
Detalus Advisors
Missouri
$273K -$90.2K -835 -25%
CWP
1761
Concord Wealth Partners
Virginia
$273K +$18.4K +170 +7%
HGERS
1762
Householder Group Estate & Retirement Specialist
Arizona
$272K -$13.7K -127 -5%
CTA
1763
Colonial Trust Advisors
South Carolina
$271K +$34.8K +322 +15%
BG
1764
Benedetti & Gucer
Georgia
$270K -$22.9K -213 -8%
LA
1765
Lifeworks Advisors
Michigan
$270K +$270K +2,501 New
AFP
1766
Ausdal Financial Partners
Iowa
$270K +$270K +2,505 New
LWP
1767
Legacy Wealth Planning
Nevada
$270K +$270K +2,507 New
HCM
1768
Hodges Capital Management
Texas
$269K -$45.6K -422 -14%
MSCM
1769
McElhenny Sheffield Capital Management
Texas
$268K +$16.5K +153 +7%
HBW
1770
Hazlett, Burt & Watson
West Virginia
$268K +$268K +2,482 New
GHAM
1771
Gilman Hill Asset Management
Connecticut
$267K +$19K +176 +8%
PWA
1772
Primoris Wealth Advisors
Florida
$265K -$19.8K -183 -7%
TB
1773
Terril Brothers
Missouri
$264K – – –
JLBC
1774
J.L. Bainbridge & Co
Florida
$264K +$10.8K +100 +4%
CWP
1775
Corepath Wealth Partners
Arizona
$264K +$11.6K +112 +5%
69 70
71
72 73