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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 %
SWMG
2101
Signature Wealth Management Group
Georgia
– -$263K -2,297 Closed
RA
2102
Rodgers & Associates
Pennsylvania
– -$257K -2,244 Closed
FCFC
2103
First Citizens Financial Corp
Iowa
– -$250K -2,184 Closed
CCIA
2104
Cherry Creek Investment Advisors
Colorado
– -$250K -2,182 Closed
CA
2105
CGN Advisors
Kansas
– -$248K -2,169 Closed
SGCA
2106
Steel Grove Capital Advisors
Tennessee
– -$240K -2,093 Closed
PP
2107
Prosperity Planning
Missouri
– -$234K -2,045 Closed
3AM
2108
3EDGE Asset Management
Florida
– -$233K -2,039 Closed
BRC
2109
Bell Rock Capital
Delaware
– -$236K -2,022 Closed
EVC
2110
Eidelman Virant Capital
Missouri
– -$230K -2,000 Closed
MFG
2111
MidWestOne Financial Group
Iowa
– -$228K -1,989 Closed
HFS
2112
Heritage Financial Services
Massachusetts
– -$224K -1,958 Closed
BIC
2113
Beach Investment Counsel
Pennsylvania
– -$221K -1,931 Closed
RIG
2114
Renaissance Investment Group
Massachusetts
– -$221K -1,930 Closed
WSWA
2115
Warren Street Wealth Advisors
California
– -$216K -1,882 Closed
TIA
2116
Traphagen Investment Advisors
New Jersey
– -$214K -1,869 Closed
OAM
2117
Oak Asset Management
California
– -$213K -1,861 Closed
MAG
2118
MRA Advisory Group
New Jersey
– -$213K -1,856 Closed
JC
2119
Jacobs & Co
California
– -$210K -1,836 Closed
RCM
2120
Radnor Capital Management
Pennsylvania
– -$210K -1,836 Closed
AP
2121
Advisor Partners
California
– -$210K -1,830 Closed
BWP
2122
BSW Wealth Partners
Colorado
– -$208K -1,813 Closed
EWS
2123
Evergreen Wealth Solutions
Pennsylvania
– -$207K -1,804 Closed
WMA
2124
Wealth Management Associates
New Jersey
– -$205K -1,788 Closed
MWA
2125
Monograph Wealth Advisors
California
– -$204K -1,778 Closed
83 84
85
86 87