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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 %
LWM
2001
Lionsbridge Wealth Management
Florida
– -$2.42M -22,421 Closed
BWM
2002
BT Wealth Management
Georgia
– -$2.22M -20,592 Closed
WF
2003
Williams Financial
Vermont
– -$1.97M -18,263 Closed
CAM
2004
Concorde Asset Management
Michigan
– -$1.91M -17,684 Closed
4WM
2005
4J Wealth Management
Virginia
– -$1.66M -15,415 Closed
ADL
2006
Asset Dedication LLC
California
– -$1.57M -14,511 Closed
LB
2007
Leo Brokerage
Texas
– -$1.38M -12,803 Closed
AWA
2008
Aaron Wealth Advisors
Illinois
– -$99K -10,680 Closed
SAM
2009
Strategy Asset Managers
California
– -$1.11M -10,251 Closed
AMBIA
2010
Allen Mooney & Barnes Investment Advisors
Georgia
– -$1.07M -9,901 Closed
BWA
2011
Burt Wealth Advisors
Maryland
– -$1.01M -9,344 Closed
CTFG
2012
Capstone Triton Financial Group
Oklahoma
– -$899K -8,984 Closed
CA
2013
Calton & Associates
Florida
– -$898K -8,328 Closed
RW
2014
Rede Wealth
Virginia
– -$812K -7,525 Closed
SFO
2015
Standard Family Office
South Dakota
– -$809K -7,500 Closed
SF
2016
Symphony Financial
Texas
– -$728K -7,204 Closed
PFA
2017
Pinnacle Family Advisors
Missouri
– -$747K -6,920 Closed
HT
2018
HighTower Trust
Texas
– -$726K -6,731 Closed
EP
2019
Edgestream Partners
New Jersey
– -$672K -6,228 Closed
QTM
2020
qPULA Trading Management
New York
– -$642K -5,952 Closed
AR
2021
Apeiron RIA
Texas
– -$610K -5,813 Closed
QPWM
2022
Quadrant Private Wealth Management
Pennsylvania
– -$575K -5,329 Closed
FF
2023
Friedenthal Financial
New Jersey
– -$559K -5,184 Closed
SCFS
2024
S.C. Financial Services
Arizona
– -$539K -4,996 Closed
CL
2025
CPWM LLC
Washington
– -$511K -4,741 Closed
79 80
81
82 83