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iShares Core S&P Small-Cap ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$3.27B +$374M +4,051,663 +13%
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$2.47B +$159M +1,722,218 +7%
Morgan Stanley
3
Morgan Stanley
New York
$1.79B -$126M -1,364,095 -7%
Wells Fargo
4
Wells Fargo
California
$1.74B -$301M -3,261,793 -15%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$1.55B -$14.1M -152,765 -0.9%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$1.26B -$57.6M -622,824 -4%
UBS Group
7
UBS Group
Switzerland
$879M -$27.9M -301,759 -3%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$837M -$738M -7,983,263 -47%
FCAS
9
First Command Advisory Services
Texas
$831M +$2.24M +24,187 +0.3%
BlackRock
10
BlackRock
New York
$816M -$208M -2,251,134 -20%
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
$775M -$1.22M -13,208 -0.2%
Goldman Sachs
12
Goldman Sachs
New York
$702M +$40.3M +436,314 +6%
RJA
13
Raymond James & Associates
Florida
$657M +$6.14M +66,441 +0.9%
Financial Engines Advisors
14
Financial Engines Advisors
California
$653M +$1.87M +20,223 +0.3%
Northern Trust
15
Northern Trust
Illinois
$639M +$22.6M +244,965 +4%
LPL Financial
16
LPL Financial
California
$626M -$79M -855,035 -11%
US Bancorp
17
US Bancorp
Minnesota
$624M +$50.3M +544,290 +9%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$620M +$33.5M +362,930 +6%
Ameriprise
19
Ameriprise
Minnesota
$587M +$3.49M +37,789 +0.6%
Truist Financial
20
Truist Financial
North Carolina
$498M -$91.5M -989,841 -16%
GT
21
Glenmede Trust
Pennsylvania
$481M +$13.3M +143,871 +3%
NMIMC
22
Northwestern Mutual Investment Management Company
Wisconsin
$436M +$335M +3,626,500 +334%
CAM
23
Cresset Asset Management
Illinois
$389M +$110M +1,195,604 +40%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$369M -$18.6M -201,814 -5%
PPFA
25
Provida Pension Fund Administrator
Chile
$356M -$27.2M -292,857 -7%