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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 %
TPA
2051
Trivium Point Advisory
Connecticut
– -$253K -2,415 Closed
KWM
2052
Kaydan Wealth Management
Michigan
– -$250K -2,321 Closed
ODFS
2053
O'Donnell Financial Services
California
– -$248K -2,301 Closed
MPW
2054
Monterey Private Wealth
California
– -$246K -2,254 Closed
WFA
2055
Wade Financial Advisory
California
– -$243K -2,249 Closed
GF
2056
Gries Financial
Ohio
– -$243K -2,249 Closed
CPA
2057
Capital Planning Advisors
California
– -$243K -2,248 Closed
DJSG
2058
D.J. St. Germain
Massachusetts
– -$241K -2,235 Closed
NWM
2059
Northwest Wealth Management
Iowa
– -$239K -2,217 Closed
FAN
2060
Financial Advisors Network
California
– -$235K -2,180 Closed
MAP
2061
Moody Aldrich Partners
Massachusetts
– -$233K -2,160 Closed
PBF
2062
Petix & Botte Financial
California
– -$228K -2,118 Closed
APWA
2063
Atlas Private Wealth Advisors
New Jersey
– -$228K -2,115 Closed
EAM
2064
Empirical Asset Management
Massachusetts
– -$228K -2,112 Closed
ANB
2065
Amarillo National Bank
Texas
– -$226K -2,099 Closed
LCM
2066
LVM Capital Management
Michigan
– -$225K -2,083 Closed
RSS
2067
Rosenblum Silverman Sutton
California
– -$223K -2,064 Closed
RWM
2068
Ritholtz Wealth Management
New York
– -$221K -2,046 Closed
PDM
2069
Penn Davis McFarland
Texas
– -$220K -2,036 Closed
APIM
2070
Agate Pass Investment Management
Washington
– -$218K -2,018 Closed
WAM
2071
WNY Asset Management
New York
– -$217K -2,015 Closed
CIP
2072
Capital Insight Partners
Arizona
– -$217K -2,015 Closed
FVCM
2073
F&V Capital Management
Florida
– -$217K -2,010 Closed
VWM
2074
Vigilare Wealth Management
Arizona
– -$217K -2,007 Closed
BFC
2075
Bedel Financial Consulting
Indiana
– -$216K -2,005 Closed
81 82
83
84 85