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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 %
JFA
351
JNBA Financial Advisors
Minnesota
$11.5M -$88K -1,009 -0.8%
Mirae Asset Global Investments
352
Mirae Asset Global Investments
South Korea
$11.4M +$2.01M +23,000 +21%
RCAG
353
Rehmann Capital Advisory Group
Michigan
$11.4M +$1.01M +11,581 +10%
FWP
354
FAS Wealth Partners
Kansas
$11.4M +$239K +2,742 +2%
EWM
355
Evermay Wealth Management
Virginia
$11.4M +$108K +1,235 +1%
CFG
356
Compton Financial Group
Maryland
$11.4M +$576K +6,606 +5%
IWMA
357
Ironwood Wealth Management (Arizona)
Arizona
$11.3M – – –
CA
358
Centerpoint Advisors
Massachusetts
$11.3M +$1.93M +22,145 +21%
CWM
359
Cranbrook Wealth Management
Michigan
$11.2M -$157K -1,796 -1%
FVWA
360
Foster Victor Wealth Advisors
South Carolina
$11.2M +$131K +1,427 +1%
ZCM
361
Ziegler Capital Management
Illinois
$11.2M -$254K -2,910 -2%
TWP
362
Transparent Wealth Partners
Arkansas
$11.2M +$749K +8,592 +7%
EIG
363
Ellenbecker Investment Group
Wisconsin
$11.2M +$7.5K +86 +0.1%
SFWA
364
Summit Financial Wealth Advisors
Louisiana
$11.1M -$61.8K -644 -0.6%
IA
365
IFG Advisors
Missouri
$11.1M +$1.24M +14,277 +13%
FANJ
366
Financial Architects (New Jersey)
New Jersey
$11.1M +$11.1M +126,742 New
WAP
367
Wealthcare Advisory Partners
Pennsylvania
$11.1M +$2.03M +23,266 +22%
IWS
368
Insight Wealth Strategies
California
$11M – – –
DWA
369
Divergent Wealth Advisors
Utah
$11M -$634K -7,271 -5%
MSA
370
Marino Stram & Associates
Massachusetts
$11M -$117K -1,339 -1%
CA
371
Clearstead Advisors
Ohio
$11M -$58.4K -670 -0.5%
HFRG
372
Houlihan Financial Resource Group
Virginia
$11M +$11M +119,281 New
VCM
373
Verde Capital Management
Michigan
$10.9M -$629K -7,218 -5%
TFA
374
Transamerica Financial Advisors
Florida
$10.8M +$222K +2,549 +2%
BWIA
375
Bryant Woods Investment Advisors
New York
$10.7M +$677K +7,768 +7%
13 14
15
16 17