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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
$2.69B
2
US Bancorp
US Bancorp
Minnesota
$670M
3
Financial Engines Advisors
Financial Engines Advisors
California
$760M
4
HI
Horizon Investments
North Carolina
$128M
5
Bank of America
Bank of America
North Carolina
$3.38B

Top Sellers

1
PPFA
Provida Pension Fund Administrator
Chile
$450M
2
HNB
Huntington National Bank
Ohio
$284M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.84B
4
Fidelity Investments
Fidelity Investments
Massachusetts
$1.83B
5
Charles Schwab
Charles Schwab
California
$72.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
FVCM
1851
F&V Capital Management
Florida
$217K +$217K +2,010 New
EA
1852
Eclectic Associates
California
$216K – – –
BFC
1853
Bedel Financial Consulting
Indiana
$216K +$9.7K +90 +5%
CWS
1854
Confluence Wealth Services
Pennsylvania
$214K -$170K -1,584 -44%
RG
1855
Retirement Group
California
$213K -$1.4K -13 -0.7%
HKIMG
1856
Hutchens & Kramer Investment Management Group
Indiana
$213K – – –
CI
1857
Cordant Inc
Oregon
$212K -$7.01K -65 -3%
AAP
1858
Arax Advisory Partners
Colorado
$211K -$25.5K -236 -11%
CF
1859
Convergence Financial
Missouri
$210K – – –
EFG
1860
Everhart Financial Group
Ohio
$210K -$1.62K -15 -0.8%
CB
1861
CNB Bank
Pennsylvania
$210K -$1.4K -13 -0.7%
DLCIG
1862
D.L. Carlson Investment Group
New Hampshire
$209K -$21.1K -195 -9%
FPCP
1863
Fort Point Capital Partners
California
$207K – – –
PCM
1864
Princeton Capital Management
New Jersey
$207K +$3.78K +35 +2%
AIM
1865
Axiom Investment Management
New York
$206K -$870 -8 -0.4%
FA
1866
Fortis Advisors
Pennsylvania
$205K +$205K +1,901 New
BKA
1867
Brick & Kyle Associates
Pennsylvania
$204K -$215K -1,993 -51%
PFBT
1868
Parkside Financial Bank & Trust
Missouri
$204K +$11.3K +105 +6%
FG
1869
Foster Group
Iowa
$204K +$204K +1,894 New
NIM
1870
Nicollet Investment Management
Minnesota
$203K – – –
SIM
1871
Sterling Investment Management
Arizona
$203K – – –
AIS
1872
AM Investment Strategies
Tennessee
$203K – – –
CMI
1873
Clare Market Investments
Texas
$203K -$8.31K -77 -4%
SAMC
1874
Spectrum Asset Management (California)
California
$202K -$7.79M -72,351 -97%
SFS
1875
Security Financial Services
Indiana
$202K -$701K -6,517 -78%
73 74
75
76 77