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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 %
WIM
1876
Westside Investment Management
California
$45.2K +$7.69K +3,078 +20%
CDIA
1877
Capital Directions Investment Advisors
Georgia
$45K -$10.2K -110 -18%
BSWA
1878
Bromfield Sneider Wealth Advisors
Massachusetts
$45K +$92 +1 +0.2%
BEI
1879
Benjamin Edwards Inc
Missouri
$44K -$825 -9 -2%
AIM
1880
Anchor Investment Management
South Carolina
$41.4K +$647 +7 +2%
JWM
1881
Janiczek Wealth Management
Colorado
$41K – – –
SIS
1882
Sound Income Strategies
Florida
$40K +$31.8K +347 +386%
AIM
1883
Arcadia Investment Management
Michigan
$38K – – –
IAS
1884
IMA Advisory Services
Colorado
$35K +$15.2K +166 +76%
CIA
1885
Cascade Investment Advisors
Oregon
$34.3K – – –
LWA
1886
Lowe Wealth Advisors
Maryland
$33K – – –
GKIM
1887
GW&K Investment Management
Massachusetts
$33K +$33K +356 New
IAMOG
1888
Investors Asset Management of Georgia
Georgia
$33K +$33K +359 New
SCA
1889
Stonebridge Capital Advisors
Minnesota
$32K -$6.4K -69 -17%
CICI
1890
Capital Investment Counsel Inc
North Carolina
$31K – – –
PCTC
1891
Perkins Coie Trust Company
Washington
$31K – – –
FCMT
1892
Founders Capital Management (Texas)
Texas
$31K +$93 +1 +0.3%
AWM
1893
Atticus Wealth Management
Florida
$30K – – –
BW
1894
Bison Wealth
Georgia
$29K -$131K -1,424 -82%
LPP
1895
Life Planning Partners
Florida
$29K -$10.1K -112 -26%
CBT
1896
CoreFirst Bank & Trust
Kansas
$28K – – –
LJHT
1897
Laurie J. Hall Trustee
$28K – – –
CIM
1898
Contravisory Investment Management
Massachusetts
$28K +$28K +307 New
BCPWM
1899
Bradley & Co Private Wealth Management
Florida
$27K – – –
RTC
1900
Riverview Trust Company
Washington
$27K – – –
74 75
76
77 78