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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
+$1.53B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$533M
3
LPL Financial
LPL Financial
California
+$511M
4
Goldman Sachs
Goldman Sachs
New York
+$317M
5
UBS AM
UBS AM
Illinois
+$310M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$560M
2
HNB
Huntington National Bank
Ohio
-$248M
3
State Street
State Street
Massachusetts
-$142M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$140M
5
RC
RegentAtlantic Capital
New Jersey
-$60.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
MLFP
276
MPS Loria Financial Planners
Illinois
$16M +$16M +183,109 New
RRA
277
Round Rock Advisors
Connecticut
$15.9M +$508K +5,830 +3%
CS
278
Comerica Securities
Michigan
$15.9M +$2.38M +27,318 +18%
VVP
279
Venture Visionary Partners
Ohio
$15.9M +$2.77M +31,748 +21%
HG
280
Harbor Group
New Hampshire
$15.8M +$965K +11,066 +6%
LF
281
Lee Financial
Texas
$15.8M +$1.19M +13,632 +8%
OA
282
Operose Advisors
Wisconsin
$15.8M +$608K +6,973 +4%
AWM
283
Abound Wealth Management
Tennessee
$15.7M +$564K +6,465 +4%
NC
284
NewSquare Capital
Pennsylvania
$15.7M -$2.09K -24 -0%
MCM
285
Monument Capital Management
Virginia
$15.3M +$11.1M +127,775 +271%
CA
286
Capital Advantage
California
$14.8M +$527K +6,042 +4%
LFS
287
Lutz Financial Services
Nebraska
$14.8M +$1.16M +13,300 +9%
SL
288
Salomon & Ludwin
Virginia
$14.8M -$66.5K -763 -0.4%
William Blair & Company
289
William Blair & Company
Illinois
$14.7M +$3.54M +40,567 +32%
CS
290
Credit Suisse
Switzerland
$14.4M +$472K +5,408 +3%
JA
291
JVL Associates
Michigan
$14.3M +$8.4M +96,382 +142%
T
292
TrueFG
Texas
$14M +$289K +3,314 +2%
ETS
293
ESL Trust Services
New York
$14M +$112K +1,285 +0.8%
PMG
294
ProVise Management Group
Florida
$13.9M +$437K +5,014 +3%
GGS
295
Galvin Gaustad & Stein
Arizona
$13.9M +$564K +6,471 +4%
AAS
296
Ameritas Advisory Services
Nebraska
$13.8M +$987K +11,323 +8%
ATPW
297
Ashton Thomas Private Wealth
Arizona
$13.8M -$122K -1,404 -0.9%
JC
298
JB Capital
Connecticut
$13.8M +$13.5M +155,007 +5,516%
RVPG
299
Relative Value Partners Group
$13.7M +$2.87M +32,916 +26%
BWA
300
BDO Wealth Advisors
Florida
$13.7M +$5.52M +63,273 +67%
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