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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 %
TC
176
Trilogy Capital
California
$26.6M +$554 +6 +0%
CIA
177
Capital Investment Advisors
Georgia
$26.6M -$257K -2,784 -1%
CCWA
178
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$26.5M +$875K +9,471 +3%
KIG
179
Kowal Investment Group
Wisconsin
$26.5M +$320K +3,468 +1%
AF
180
Allworth Financial
California
$26.3M +$2.96M +32,059 +13%
BFPW
181
BOK Financial Private Wealth
Colorado
$26.3M +$2.75M +29,705 +12%
VCM
182
Vision Capital Management
Oregon
$26M -$1.1M -11,915 -4%
MCWS
183
McKinley Carter Wealth Services
West Virginia
$25.7M +$985K +10,661 +4%
BP
184
Ballentine Partners
Massachusetts
$25.5M -$716K -7,746 -3%
CTA
185
Chesley Taft & Associates
Illinois
$25.3M -$1.48M -15,982 -6%
HW
186
Hancock Whitney
Mississippi
$25.3M -$75.2K -814 -0.3%
HL
187
HeadInvest LLC
Maine
$24.9M -$9.98K -108 -0%
Wealth Enhancement Advisory Services
188
Wealth Enhancement Advisory Services
Minnesota
$24.6M +$3.89M +41,481 +19%
ERWM
189
Elk River Wealth Management
Colorado
$24.4M +$532K +5,752 +2%
AllianceBernstein
190
AllianceBernstein
Tennessee
$24.3M -$3.56M -38,512 -13%
AF
191
Ally Financial
Michigan
$24.1M – – –
MM
192
Main Management
California
$24M -$57.4K -621 -0.2%
MMEA
193
Main Management ETF Advisors
California
$23.9M -$49K -530 -0.2%
SFG
194
Sage Financial Group
Pennsylvania
$23.9M -$117K -1,270 -0.5%
MERSOM
195
Municipal Employees' Retirement System of Michigan
Michigan
$23.8M – – –
RFA
196
RTD Financial Advisors
Pennsylvania
$23.5M -$305K -3,299 -1%
CAI
197
Capital Advisors Inc
Oklahoma
$23.4M -$10.4M -112,446 -31%
SPC
198
Sigma Planning Corp
Michigan
$23.2M -$514K -5,561 -2%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
199
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$23.1M – – –
MA
200
MCF Advisors
Kentucky
$23M +$1.73M +18,757 +8%
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8
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