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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 %
NW
251
NewEdge Wealth
Pennsylvania
$17.5M +$8.71M +99,921 +99%
WP
252
WealthSource Partners
California
$17.4M +$9.69M +111,191 +125%
CCFCSB
253
Cape Cod Five Cents Savings Bank
Massachusetts
$17.4M +$372K +4,272 +2%
CWA
254
CJM Wealth Advisers
Virginia
$17.2M +$438K +5,022 +3%
WTC
255
WhitTier Trust Company
Nevada
$17M +$671K +7,700 +4%
IA
256
IFG Advisory
Georgia
$16.8M +$11.6M +132,671 +220%
MSA
257
Mason Street Advisors
Wisconsin
$16.8M – – –
GL
258
Graypoint LLC
New York
$16.7M +$460K +5,279 +3%
AWM
259
Avior Wealth Management
Nebraska
$16.7M +$13.3M +152,968 +395%
DT
260
Daniels + Tansey
Delaware
$16.7M -$213K -2,441 -1%
EC
261
Estate Counselors
Wisconsin
$16.6M -$842K -9,655 -5%
FWM
262
Fairhaven Wealth Management
Illinois
$16.6M -$162K -1,855 -1%
PA
263
Parallel Advisors
California
$16.6M -$15.7M -179,746 -49%
TCM
264
Twele Capital Management
Minnesota
$16.5M -$199K -2,282 -1%
AF
265
Affiance Financial
Minnesota
$16.5M +$149K +1,706 +0.9%
ODG
266
O'Dell Group
Ohio
$16.4M +$873K +10,017 +6%
RCA
267
Resonant Capital Advisors
Wisconsin
$16.4M +$300K +3,444 +2%
FFBTD
268
First Financial Bank - Trust Division
Ohio
$16.3M +$755K +8,655 +5%
AWE
269
Avidian Wealth Enterprises
Texas
$16.2M -$2.84M -32,593 -15%
CFGS
270
Concourse Financial Group Securities
Alabama
$16.2M +$1.97M +22,580 +14%
CAG
271
Crestwood Advisors Group
Massachusetts
$16.2M -$114K -1,309 -0.7%
FA
272
Fountainhead AM
New Jersey
$16.2M +$927K +10,637 +6%
APA
273
American Portfolios Advisors
New York
$16.1M +$8.89M +102,008 +123%
ASN
274
Advisory Services Network
Georgia
$16.1M +$1.43M +16,437 +10%
FBA
275
Front Barnett Associates
Illinois
$16M -$5.93K -68 -0%
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