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iShares Core S&P Small-Cap ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$3.38B +$109M +1,014,725 +3%
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$2.69B +$228M +2,109,486 +9%
Wells Fargo
3
Wells Fargo
California
$2.38B -$47.8M -442,950 -2%
Morgan Stanley
4
Morgan Stanley
New York
$2.24B +$96.2M +892,063 +4%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$1.84B -$172M -1,594,967 -9%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$1.83B -$131M -1,216,899 -7%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$1.54B -$96.7M -896,247 -6%
BlackRock
8
BlackRock
New York
$1.2B -$73.7M -683,497 -6%
UBS Group
9
UBS Group
Switzerland
$1.06B +$4.77M +44,225 +0.5%
FCAS
10
First Command Advisory Services
Texas
$967M +$12.8M +118,361 +1%
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
$906M -$14.5M -134,486 -2%
LPL Financial
12
LPL Financial
California
$823M -$46.1M -427,453 -5%
Goldman Sachs
13
Goldman Sachs
New York
$773M +$44.7M +414,469 +6%
Financial Engines Advisors
14
Financial Engines Advisors
California
$760M +$120M +1,109,278 +19%
RJA
15
Raymond James & Associates
Florida
$759M +$46.3M +429,008 +6%
Northern Trust
16
Northern Trust
Illinois
$719M +$42.9M +397,800 +6%
Truist Financial
17
Truist Financial
North Carolina
$688M +$60.2M +558,114 +10%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$685M +$107M +990,861 +18%
Ameriprise
19
Ameriprise
Minnesota
$682M -$20.1M -185,777 -3%
US Bancorp
20
US Bancorp
Minnesota
$670M +$177M +1,645,237 +36%
GT
21
Glenmede Trust
Pennsylvania
$546M +$34.9M +323,755 +7%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$453M -$19.4M -179,912 -4%
PPFA
23
Provida Pension Fund Administrator
Chile
$450M -$375M -3,437,558 -45%
KeyBank National Association
24
KeyBank National Association
Ohio
$410M -$3.74M -34,641 -0.9%
NA
25
NextCapital Advisers
Illinois
$395M +$13.8M +126,428 +4%