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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 %
FRA
1901
Front Row Advisors
California
$154K +$1.19K +11 +0.8%
HWA
1902
HHM Wealth Advisors
Tennessee
$154K +$2.37K +22 +2%
OSAM
1903
O'Shaughnessy Asset Management
Connecticut
$151K +$74.9K +696 +98%
SC
1904
Siena Capital
Ohio
$151K +$151K +1,399 New
MCM
1905
Mill Capital Management
North Carolina
$148K +$148K +1,375 New
HH
1906
HWG Holdings
Texas
$143K -$242K -2,245 -63%
WTA
1907
Washington Trust Advisors
Massachusetts
$143K – – –
PSB
1908
Piscataqua Savings Bank
New Hampshire
$142K +$62.7K +583 +79%
LB
1909
Legacy Bridge
Iowa
$139K – – –
MBFW
1910
Morton Brown Family Wealth
Pennsylvania
$137K -$1.84K -17 -1%
SWM
1911
Sugarloaf Wealth Management
Georgia
$137K -$108 -1 -0.1%
EK
1912
Evensky & Katz
Florida
$135K +$64K +593 +90%
BONH
1913
Bank of New Hampshire
New Hampshire
$131K +$131K +1,210 New
JHCP
1914
Jackson Hole Capital Partners
Oklahoma
$130K -$6.38K -59 -5%
BC
1915
Burleson & Co
California
$128K -$121K -1,117 -49%
BDWM
1916
Brewin Dolphin Wealth Management
Ireland
$128K +$3.33K +31 +3%
GWSG
1917
GPS Wealth Strategies Group
Colorado
$128K +$5.83K +54 +5%
MCM
1918
Manchester Capital Management
Vermont
$127K -$43.3K -400 -25%
PAIM
1919
Punch & Associates Investment Management
Minnesota
$125K -$1.62K -15 -1%
SFCL
1920
Strengthening Families & Communities LLC
Massachusetts
$125K +$35.9K +334 +40%
TAIM
1921
TD Ameritrade Investment Management
Nebraska
$124K -$5.07K -47 -4%
TSW
1922
Thompson Siegel & Walmsley
Virginia
$123K +$29.2K +271 +31%
GWANC
1923
Guardian Wealth Advisors (North Carolina)
North Carolina
$120K -$866 -8 -0.7%
TFA
1924
Transamerica Financial Advisors
Florida
$118K -$24.8K -230 -17%
IFA
1925
Interactive Financial Advisors
Illinois
$115K +$115K +1,070 New
75 76
77
78 79