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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 %
BCM
2076
Barometer Capital Management
Ontario, Canada
– -$1.31M -11,400 Closed
ARC
2077
Advisor Resource Council
Texas
– -$1.2M -10,480 Closed
RIG
2078
RiverFront Investment Group
Virginia
– -$1.15M -10,058 Closed
FIM
2079
Freedom Investment Management
Connecticut
– -$1.13M -9,830 Closed
DDC
2080
DF Dent & Co
Maryland
– -$996K -8,696 Closed
Voloridge Investment Management
2081
Voloridge Investment Management
Florida
– -$952K -8,310 Closed
FMI
2082
Fiduciary Management Inc
Wisconsin
– -$874K -7,630 Closed
BWG
2083
Beta Wealth Group
California
– -$669K -6,129 Closed
LBC
2084
Lawrence B. Cohen
– -$639K -5,578 Closed
KM
2085
Kalos Management
Georgia
– -$641K -5,338 Closed
GC
2086
Gibson Capital
Pennsylvania
– -$597K -5,244 Closed
CIAS
2087
CBIZ Investment Advisory Services
Ohio
– -$558K -4,875 Closed
CP
2088
Cumberland Partners
Ontario, Canada
– -$540K -4,719 Closed
Calamos Advisors
2089
Calamos Advisors
Illinois
– -$534K -4,659 Closed
OBWG
2090
Onyx Bridge Wealth Group
New York
– -$525K -4,539 Closed
BAM
2091
Berkshire Asset Management
Pennsylvania
– -$515K -4,500 Closed
KCM
2092
Karp Capital Management
California
– -$480K -4,189 Closed
VPIM
2093
Vanguard Personalized Indexing Management
California
– -$397K -3,467 Closed
FPCG
2094
Fort Pitt Capital Group
Pennsylvania
– -$376K -3,287 Closed
MTC
2095
McDaniel Terry & Co
Texas
– -$368K -3,215 Closed
SFP
2096
Sandbox Financial Partners
Maryland
– -$352K -3,075 Closed
AIA
2097
Acute Investment Advisory
Arizona
– -$345K -3,012 Closed
CAMG
2098
CWA Asset Management Group
Florida
– -$311K -2,719 Closed
TFA
2099
Teamwork Financial Advisors
Texas
– -$288K -2,514 Closed
AI
2100
AXS Investments
New York
– -$275K -2,400 Closed
82 83
84
85 86