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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 %
FSWA
1926
Financial Synergies Wealth Advisors
Texas
$11.9K +$11.9K +129 New
AIC
1927
Archer Investment Corporation
Indiana
$11.6K – – –
CMBA
1928
C.M. Bidwell & Associates
Hawaii
$10K – – –
TCM
1929
Tanaka Capital Management
New York
$10K – – –
MSFP
1930
Mark Sheptoff Financial Planning
Connecticut
$10K – – –
AWM
1931
Aspire Wealth Management
Massachusetts
$10K – – –
CWM
1932
CarsonAllaria Wealth Management
Illinois
$10K +$2.82K +29 +39%
AP
1933
Atwood & Palmer
Missouri
$9K -$12.2K -127 -57%
AWM
1934
Accel Wealth Management
Iowa
$9K – – –
IIL
1935
Insight Inv LLC
California
$9K – – –
VCM
1936
Versant Capital Management
Arizona
$9K +$9K +94 New
FBC
1937
Fairfield, Bush & Co
Connecticut
$9K +$9K +100 New
VNA
1938
Valley National Advisers
Pennsylvania
$8K – – –
FPFS
1939
First Personal Financial Services
North Carolina
$8K – – –
KC
1940
Knuff & Co
California
$8K – – –
JPLA
1941
Joseph P. Lucia & Associates
New York
$8K – – –
GG
1942
Gleason Group
Kentucky
$8K +$3.18K +35 +66%
PP
1943
PFS Partners
New Jersey
$7.91K +$92 +1 +1%
PK
1944
Pflug Koory
Nebraska
$7K – – –
LCOV
1945
London Company of Virginia
Virginia
$6K -$1.36K -15 -19%
S
1946
Surevest
California
$6K +$6K +65 New
MW
1947
Milestone Wealth
New York
$5K – – –
QC
1948
Quent Capital
New York
$4K -$166K -1,783 -98%
DWP
1949
Destiny Wealth Partners
Florida
$4K -$54.1K -568 -93%
KA
1950
Kozak & Associates
Colorado
$4K -$26.9K -262 -87%
76 77
78
79 80