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iShares Core S&P Small-Cap ETF
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Overview Fund Activity

1,943 hedge funds and large institutions have $42.7B invested in iShares Core S&P Small-Cap ETF in 2022 Q3 according to their latest regulatory filings, with 111 funds opening new positions, 932 increasing their positions, 664 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,943
Holders Change
-33
Holders Change %
-1.67%
% of All Funds
33.6%
Holding in Top 10
333
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+1.22%
% of All Funds
5.76%
New
111
Increased
932
Reduced
664
Closed
116
Calls
$23M
Puts
$17.8M
Net Calls
+$5.13M
Net Calls Change
-$3.22M

Top Buyers

1
CWA
CM Wealth Advisors
Ohio
$1.56B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.32B
3
LPL Financial
LPL Financial
California
$1.1B
4
Goldman Sachs
Goldman Sachs
New York
$980M
5
UBS AM
UBS AM
Illinois
$310M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$2.53B
2
HNB
Huntington National Bank
Ohio
$228M
3
State Street
State Street
Massachusetts
$41.1M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$1.32B
5
RC
RegentAtlantic Capital
New Jersey
$6.64M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWA
226
Alaska Wealth Advisors
Alaska
$18.9M -$256K -2,933 -1%
VCM
227
Vision Capital Management
Oregon
$18.9M -$5.58M -63,976 -23%
SB
228
Simmons Bank
Arkansas
$18.8M -$53.4K -612 -0.3%
BHWM
229
Bar Harbor Wealth Management
New Hampshire
$18.8M -$63.7K -731 -0.3%
FMWA
230
Forvis Mazars Wealth Advisors
Missouri
$18.7M -$10.8M -124,170 -37%
PA
231
Pinnacle Associates
New York
$18.7M +$514K +5,897 +3%
TFO
232
Tarbox Family Office
California
$18.7M -$216K -2,338 -1%
BPA
233
Beacon Pointe Advisors
California
$18.5M -$2.12M -24,300 -10%
WJA
234
Willis Johnson & Associates
Texas
$18.4M -$1.97M -22,609 -10%
CFO
235
Colony Family Offices
North Carolina
$18.3M +$1.35M +15,502 +8%
BCWM
236
Bartlett & Co Wealth Management
Ohio
$18.3M +$1.02M +11,699 +6%
BC
237
Bartlett & Co
Ohio
$18.3M +$1.02M +11,699 +6%
MW
238
MBL Wealth
North Carolina
$18.3M +$2.08M +23,813 +13%
CMA
239
Cedar Mountain Advisors
Oregon
$18.1M -$248K -2,844 -1%
GRP
240
Global Retirement Partners
California
$18.1M +$2.66M +27,115 +17%
RJT
241
Raymond James Trust
Florida
$18.1M +$1.98M +22,727 +12%
SFS
242
Summit Financial Strategies
Ohio
$18.1M +$286K +3,276 +2%
SMC
243
Smith, Moore & Co
Missouri
$18M -$754K -8,653 -4%
IA
244
IFP Advisors
Florida
$18M +$3.39M +39,912 +23%
FFS
245
Founders Financial Securities
Maryland
$17.9M +$885K +10,154 +5%
AWA
246
Amplius Wealth Advisors
Pennsylvania
$17.9M +$16.2M +185,608 +925%
GG
247
Gofen & Glossberg
Illinois
$17.8M +$3.43M +39,372 +24%
MA
248
MUFG Americas
New York
$17.6M -$567K -6,499 -3%
JIC
249
Johnson Investment Counsel
Ohio
$17.6M +$639K +7,334 +4%
SIC
250
Shoker Investment Counsel
Ohio
$17.6M +$1.11M +12,681 +7%
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