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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
1
Bank of America
North Carolina
$3.27B
2
NMIMC
2
Northwestern Mutual Investment Management Company
Wisconsin
$436M
3
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$2.47B
4
CAM
4
Cresset Asset Management
Illinois
$389M
5
Baird Financial Group
5
Baird Financial Group
Wisconsin
$347M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$837M
2
ECG
2
Edge Capital Group
Georgia
$1.5M
3
Wells Fargo
3
Wells Fargo
California
$1.74B
4
HNB
4
Huntington National Bank
Ohio
$248M
5
BlackRock
5
BlackRock
New York
$816M
Name Holding Trade Value Shares
Change 		Shares
Change %
Caisse de Depot et Placement du Quebec (CDPQ)
1976
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
– -$38.3M -355,000 Closed
FSA
1977
Financial Sense Advisors
California
– -$16.3M -150,829 Closed
JMFC
1978
J.M. Forbes & Co
Massachusetts
– -$15.3M -141,535 Closed
CJFS
1979
Coulter & Justus Financial Services
Tennessee
– -$15.1M -140,224 Closed
FANJ
1980
Financial Architects (New Jersey)
New Jersey
– -$14.2M -132,005 Closed
TWM
1981
Tanglewood Wealth Management
Texas
– -$13.9M -128,946 Closed
CIC
1982
Cornercap Investment Counsel
Georgia
– -$9.76M -90,446 Closed
PWP
1983
Personal Wealth Partners
Minnesota
– -$9.4M -87,084 Closed
Citadel Advisors
1984
Citadel Advisors
Florida
– -$9.29M -86,098 Closed
LWMNY
1985
Landmark Wealth Management (New York)
New York
– -$3.69M -67,772 Closed
RWM
1986
Rezny Wealth Management
Florida
– -$7.11M -65,941 Closed
FFC
1987
Fure Financial Corporation
Minnesota
– -$7.08M -65,667 Closed
HPC
1988
Hobart Private Capital
North Carolina
– -$6.03M -55,926 Closed
BSAM
1989
Blue Square Asset Management
New York
– -$5.79M -53,676 Closed
SHIM
1990
Stone House Investment Management
Pennsylvania
– -$5.58M -51,715 Closed
MF
1991
Manchester Financial
California
– -$5.44M -50,451 Closed
PA
1992
Paragon Advisors
Texas
– -$5.28M -48,899 Closed
TSA
1993
Tri-Star Advisors
Texas
– -$4.83M -48,266 Closed
MAC
1994
Mason & Associates (California)
California
– -$4.79M -44,424 Closed
CWG
1995
Cornerstone Wealth Group
North Carolina
– -$4.76M -44,115 Closed
N
1996
Natixis
France
– -$4.43M -41,075 Closed
FFA
1997
Freedman Financial Associates
Massachusetts
– -$4.21M -38,795 Closed
PAG
1998
Paladin Advisory Group
Iowa
– -$3.53M -32,379 Closed
PWS
1999
Paragon Wealth Strategies
Florida
– -$3.42M -31,670 Closed
LWM
2000
Liberty Wealth Management
California
– -$2.8M -25,935 Closed
78 79
80
81 82