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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 %
TWM
1776
Thrive Wealth Management
Pennsylvania
$205K +$205K +2,220 New
CAN
1777
Claraphi Advisory Network
United States
$204K -$1.85K -20 -0.9%
SCM
1778
Schnieders Capital Management
California
$204K +$92 +1 +0%
TIAM2
1779
Tru Independence Asset Management 2
Oregon
$203K -$55.5K -601 -21%
CWP
1780
Corepath Wealth Partners
Arizona
$203K -$30.4K -333 -13%
AFO
1781
Allie Family Office
Florida
$203K – – –
OR
1782
Olympiad Research
Connecticut
$202K -$294K -3,187 -59%
C
1783
CEDRUS
Colorado
$202K -$169K -1,830 -46%
TI
1784
Tidal Investments
Wisconsin
$200K -$40.6M -439,659 -100%
TW
1785
TrinityPoint Wealth
Connecticut
$200K – – –
CB
1786
Cadence Bank
Mississippi
$200K +$28.8K +313 +17%
WW
1787
Westshore Wealth
California
$200K +$200K +2,162 New
WB
1788
West Bancorporation
Iowa
$198K +$8.23K +89 +4%
SA
1789
SRH Advisors
Kansas
$197K – – –
VCM
1790
Vigilant Capital Management
Maine
$195K – – –
Kayne Anderson Rudnick Investment Management
1791
Kayne Anderson Rudnick Investment Management
California
$195K +$170K +1,836 +665%
HFS
1792
Heritage Financial Services
Massachusetts
$192K +$192K +2,083 New
RIM
1793
Rockbridge Investment Management
New York
$188K -$2.24M -24,204 -92%
FMTCOCP
1794
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$182K +$182K +1,972 New
CB
1795
CNB Bank
Pennsylvania
$180K – – –
RG
1796
Retirement Group
California
$177K -$5.82K -63 -3%
PFBT
1797
Parkside Financial Bank & Trust
Missouri
$176K +$1.85K +20 +1%
MA
1798
Mangham Associates
Virginia
$176K +$176K +1,904 New
AIM
1799
Axiom Investment Management
New York
$175K – – –
LCM
1800
Logan Capital Management
Pennsylvania
$175K +$6.1K +66 +4%
70 71
72
73 74