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

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$837M
2
ECG
Edge Capital Group
Georgia
$1.5M
3
Wells Fargo
Wells Fargo
California
$1.74B
4
HNB
Huntington National Bank
Ohio
$248M
5
BlackRock
BlackRock
New York
$816M
Name Holding Trade Value Shares
Change 		Shares
Change %
VWM
1801
Valley Wealth Managers
New Jersey
$173K – – –
FMP
1802
Financial Management Professionals
Texas
$167K +$118K +1,279 +240%
GI
1803
Gradient Investments
Minnesota
$166K +$19.7K +213 +13%
HWA
1804
HHM Wealth Advisors
Tennessee
$165K +$32.4K +350 +24%
IWP
1805
IAG Wealth Partners
Wisconsin
$163K -$7.56K -82 -4%
WBC
1806
West Branch Capital
Massachusetts
$163K +$93 +1 +0.1%
IRAG
1807
Investment Research & Advisory Group
Georgia
$159K – – –
LTI
1808
Laffer Tengler Investments
Tennessee
$158K – – –
Bank of Montreal
1809
Bank of Montreal
Ontario, Canada
$156K +$12.1K +126,311 +8%
AIA
1810
Armor Investment Advisors
North Carolina
$154K – – –
WFA
1811
WestHill Financial Advisors
California
$154K +$93 +1 +0.1%
BWL
1812
Bogart Wealth LLC
Virginia
$152K -$23.1M -250,220 -99%
OIA
1813
Optimum Investment Advisors
Illinois
$151K – – –
DAC
1814
Dividend Assets Capital
South Carolina
$147K +$6.66K +72 +5%
AA
1815
Addison Advisors
Vermont
$143K -$21.2K -230 -13%
GM
1816
GeoWealth Management
Illinois
$137K -$6.46K -70 -5%
BL
1817
Balentine LLC
Georgia
$136K +$369 +4 +0.3%
CCP
1818
Clarkston Capital Partners
Michigan
$134K – – –
FRA
1819
Front Row Advisors
California
$132K – – –
MCM
1820
MV Capital Management
Maryland
$130K +$100K +1,079 +334%
WWM
1821
Wagner Wealth Management
South Carolina
$129K -$129K -1,400 -50%
MCM
1822
Mill Capital Management
North Carolina
$127K – – –
SFCL
1823
Strengthening Families & Communities LLC
Massachusetts
$125K – – –
PSB
1824
Piscataqua Savings Bank
New Hampshire
$122K – – –
OSAM
1825
O'Shaughnessy Asset Management
Connecticut
$121K -$8.69K -94 -7%
71 72
73
74 75