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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 %
CWM
201
Cahaba Wealth Management
Georgia
$27.4M +$2.37M +23,867 +9%
AF
202
Allworth Financial
California
$27.2M -$2.72M -25,176 -9%
BWL
203
Bogart Wealth LLC
Virginia
$27.2M +$552K +5,118 +2%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
204
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$27M – – –
AWA
205
Alaska Wealth Advisors
Alaska
$26.9M +$4.76M +44,128 +21%
HI
206
Hudock Inc
Pennsylvania
$26.8M +$11.9M +110,551 +80%
WAM
207
Wallington Asset Management
Indiana
$26.5M +$556K +5,150 +2%
FA
208
Flagstar Advisors
New York
$26.4M -$817K -7,571 -3%
MFG
209
Magnus Financial Group
New York
$25.7M +$2.17M +20,140 +9%
AAS
210
Annex Advisory Services
Wisconsin
$25.6M -$550K -5,094 -2%
AWM
211
Apollon Wealth Management
South Carolina
$25.4M +$476K +4,413 +2%
SWM
212
Spire Wealth Management
Virginia
$25.4M -$1.36M -12,636 -5%
SPP
213
Single Point Partners
Massachusetts
$25.3M +$977K +9,055 +4%
EGWAG
214
Elwood & Goetz Wealth Advisory Group
Georgia
$25.2M +$868K +8,045 +4%
DADC
215
D.A. Davidson & Co
Montana
$25.2M -$5.23M -48,497 -17%
WJA
216
Willis Johnson & Associates
Texas
$25.1M -$469K -4,350 -2%
MA
217
MCF Advisors
Kentucky
$24.9M +$24.9M +230,368 New
EH
218
Equitable Holdings
New York
$24.4M -$272K -2,518 -1%
Brown Advisory
219
Brown Advisory
Maryland
$24.3M +$14.8M +136,789 +155%
Wealth Enhancement Advisory Services
220
Wealth Enhancement Advisory Services
Minnesota
$24M +$1.57M +14,444 +7%
HS
221
Horan Securities
United States
$23.9M +$1.1M +10,242 +5%
GLLW
222
Graves Light Lenhart Wealth
Virginia
$23.7M +$3.62M +33,561 +18%
AWE
223
Avidian Wealth Enterprises
Texas
$23.6M +$1.96M +18,154 +9%
MA
224
MUFG Americas
New York
$23.6M -$780K -7,231 -3%
FHB
225
First Hawaiian Bank
Hawaii
$23.6M +$370K +3,428 +2%
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