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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 %
WFA
1926
West Financial Advisors
Iowa
$114K – – –
BHWM
1927
Beaird Harris Wealth Management
Texas
$112K +$103K +952 +1,147%
APW
1928
Acima Private Wealth
Virginia
$111K -$159K -1,478 -59%
VRM
1929
Vectors Research Management
New York
$111K – – –
RA
1930
Rise Advisors
New York
$111K +$215 +2 +0.2%
ME
1931
McIlrath & Eck
Washington
$111K +$14.4K +133 +15%
DI
1932
Disciplined Investments
Oklahoma
$108K -$63.6K -591 -37%
EWM
1933
Endurance Wealth Management
Rhode Island
$106K +$21.5K +200 +25%
POIA
1934
Pin Oak Investment Advisors
Texas
$105K -$1.73K -16 -2%
KFP
1935
KB Financial Partners
New Jersey
$105K – – –
DCM
1936
Disciplina Capital Management
Tennessee
$104K – – –
MIM
1937
MTM Investment Management
South Carolina
$103K -$6.26K -58 -6%
JGIA
1938
Jackson Grant Investment Advisers
Connecticut
$100K +$108 +1 +0.1%
AWA
1939
Aaron Wealth Advisors
Illinois
$99K +$99K +10,680 New
RWA
1940
RGT Wealth Advisors
Texas
$94K -$44.5K -410 -32%
CYG
1941
Clean Yield Group
Vermont
$90K +$3.57K +33 +4%
TIM
1942
Tevis Investment Management
Texas
$90K +$90K +829 New
BCV
1943
Banque Cantonale Vaudoise
Switzerland
$88K +$8.02K +74 +10%
DC
1944
DeDora Capital
California
$88K +$88K +814 New
SQA
1945
Simon Quick Advisors
New Jersey
$87K +$216 +2 +0.2%
BWM
1946
BigSur Wealth Management
Florida
$85K +$85K +786 New
RDIA
1947
RE Dickinson Investment Advisors
Iowa
$81K +$8.33K +77 +11%
OSNBOA
1948
Old Second National Bank of Aurora
Illinois
$79K +$4.52K +42 +6%
SC
1949
Stephens Consulting
Michigan
$78.3K +$9.93K +92 +15%
TCWA
1950
Ten Capital Wealth Advisors
Washington
$78K -$32.5K -300 -29%
76 77
78
79 80