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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 %
VWM
1876
Valley Wealth Managers
New Jersey
$202K -$27K -250 -12%
FAAM
1877
First Ascent Asset Management
Colorado
$201K +$201K +1,866 New
GLA
1878
Great Lakes Advisors
Illinois
$200K -$8.85K -82 -4%
IWP
1879
IAG Wealth Partners
Wisconsin
$200K – – –
BWM
1880
BNC Wealth Management
Oregon
$200K +$3.34K +31 +2%
WG
1881
Watchman Group
Texas
$200K +$5.59K +52 +3%
CB
1882
Cadence Bank
Mississippi
$200K +$200K +1,858 New
LCM
1883
Logan Capital Management
Pennsylvania
$197K -$1.73K -16 -0.9%
QC
1884
Quent Capital
New York
$197K +$192K +1,783 +4,147%
AA
1885
Addison Advisors
Vermont
$192K +$24.8K +230 +15%
WBC
1886
West Branch Capital
Massachusetts
$190K -$1.62K -15 -0.8%
BW
1887
Bison Wealth
Georgia
$188K +$149K +1,380 +383%
IRAG
1888
Investment Research & Advisory Group
Georgia
$186K +$3.89K +36 +2%
LTI
1889
Laffer Tengler Investments
Tennessee
$184K – – –
AIA
1890
Armor Investment Advisors
North Carolina
$179K – – –
WFA
1891
WestHill Financial Advisors
California
$179K +$14K +130 +8%
BCP
1892
Blue Chip Partners
Michigan
$178K – – –
OIA
1893
Optimum Investment Advisors
Illinois
$176K +$756 +7 +0.4%
GI
1894
Gradient Investments
Minnesota
$171K -$540 -5 -0.3%
GM
1895
GeoWealth Management
Illinois
$168K +$67.7K +626 +67%
FPB
1896
First PREMIER Bank
South Dakota
$165K – – –
DAC
1897
Dividend Assets Capital
South Carolina
$164K +$163K +1,508 +15,080%
BL
1898
Balentine LLC
Georgia
$159K -$8.43K -78 -5%
CG
1899
Cutler Group
California
$158K -$3.16M -29,384 -95%
CCP
1900
Clarkston Capital Partners
Michigan
$156K -$4.63K -43 -3%
74 75
76
77 78