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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
1
Northwestern Mutual Wealth Management
Wisconsin
$2.69B
2
US Bancorp
2
US Bancorp
Minnesota
$670M
3
Financial Engines Advisors
3
Financial Engines Advisors
California
$760M
4
HI
4
Horizon Investments
North Carolina
$128M
5
Bank of America
5
Bank of America
North Carolina
$3.38B

Top Sellers

1
PPFA
1
Provida Pension Fund Administrator
Chile
$450M
2
HNB
2
Huntington National Bank
Ohio
$284M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$1.84B
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.83B
5
Charles Schwab
5
Charles Schwab
California
$72.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIA
176
Capital Investment Advisors
Georgia
$31.3M -$323K -2,993 -1%
RWM
177
RKL Wealth Management
Pennsylvania
$31.2M +$1.07M +9,960 +4%
TC
178
Trilogy Capital
California
$31.1M +$3.78M +34,999 +14%
GW
179
GW & Wade
Massachusetts
$30.9M +$4.59M +42,526 +17%
5L
180
55I LLC
Massachusetts
$30.8M -$6.44M -59,734 -17%
FMC
181
First Merchants Corp
Indiana
$30.6M +$1.03M +9,511 +3%
BP
182
Ballentine Partners
Massachusetts
$30.6M +$517K +4,791 +2%
KIG
183
Kowal Investment Group
Wisconsin
$30.5M +$1.02M +9,412 +3%
CTA
184
Chesley Taft & Associates
Illinois
$30.2M -$14.5M -139,344 -32%
CCWA
185
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$29.9M +$1.18M +10,965 +4%
HW
186
Hancock Whitney
Mississippi
$29.6M -$3.14M -29,080 -10%
CCA
187
Conservest Capital Advisors
Pennsylvania
$29.2M +$1.23M +11,411 +4%
HL
188
HeadInvest LLC
Maine
$29.1M -$477K -4,425 -2%
MCWS
189
McKinley Carter Wealth Services
West Virginia
$28.8M +$3.94M +36,500 +16%
ECG
190
Edge Capital Group
Georgia
$28.2M +$27.8M +257,480 +6,207%
AF
191
Ally Financial
Michigan
$28.2M +$14.1M +131,000 +101%
MM
192
Main Management
California
$28.1M +$10.3M +95,123 +57%
SFG
193
Sage Financial Group
Pennsylvania
$28M +$2.54M +23,504 +10%
MMEA
194
Main Management ETF Advisors
California
$28M +$28M +259,170 New
ERWM
195
Elk River Wealth Management
Colorado
$27.9M +$2.25M +20,821 +9%
MERSOM
196
Municipal Employees' Retirement System of Michigan
Michigan
$27.8M – – –
RFA
197
RTD Financial Advisors
Pennsylvania
$27.8M +$1.03M +9,569 +4%
SPC
198
Sigma Planning Corp
Michigan
$27.7M -$11.6M -107,433 -30%
BFPW
199
BOK Financial Private Wealth
Colorado
$27.5M +$42.7K +396 +0.2%
Natixis Advisors
200
Natixis Advisors
Massachusetts
$27.4M +$7.41M +68,660 +37%
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