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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 %
VCP
401
Verus Capital Partners
Arizona
$10M +$2.85M +32,659 +40%
FF
402
Francis Financial
$10M -$174K -1,991 -2%
DAS
403
Dynamic Advisor Solutions
Arizona
$9.94M +$331K +3,798 +3%
MWM
404
MTC Wealth Management
Florida
$9.93M +$157K +1,799 +2%
LNC
405
Lincoln National Corp
Pennsylvania
$9.92M +$29.8K +342 +0.3%
EWA
406
Encompass Wealth Advisors
Oregon
$9.92M -$422K -4,844 -4%
MIC
407
Means Investment Company
Maine
$9.91M -$182K -2,090 -2%
C
408
Certuity
Florida
$9.85M -$214K -2,460 -2%
RIA
409
Regal Investment Advisors
Michigan
$9.82M +$1.8M +20,695 +23%
CPIG
410
Chicago Partners Investment Group
Illinois
$9.81M +$831K +8,581 +9%
B
411
Bailard
California
$9.7M +$167K +1,914 +2%
FCA
412
FinTrust Capital Advisors
South Carolina
$9.7M +$361K +3,886 +4%
SBL
413
Sargent Bickham Lagudis
Colorado
$9.66M -$177K -2,034 -2%
RC
414
Rovin Capital
Arizona
$9.65M +$4.67M +53,616 +94%
FNBT
415
FineMark National Bank & Trust
Florida
$9.62M +$1.26M +14,485 +15%
TPSF
416
Texas Permanent School Fund
Texas
$9.58M -$11.4M -130,531 -54%
LIA
417
LS Investment Advisors
Michigan
$9.54M +$2.27M +26,064 +31%
TCM
418
Towercrest Capital Management
Pennsylvania
$9.53M +$697K +7,990 +8%
Millennium Management
419
Millennium Management
New York
$9.52M -$1.71M -19,576 -15%
PSIWM
420
Paradigm Strategies in Wealth Management
Minnesota
$9.5M +$4.94M +56,690 +109%
PAM
421
Peninsula Asset Management
Florida
$9.49M +$153K +1,750 +2%
OPWM
422
Oakwell Private Wealth Management
Texas
$9.49M -$374K -4,293 -4%
CIM
423
CIM Investment Management
Pennsylvania
$9.47M +$70.9K +813 +0.8%
IAN
424
Integrated Advisors Network
Texas
$9.37M +$2.22M +25,507 +31%
PHAM
425
Palisades Hudson Asset Management
Florida
$9.27M -$66.8K -766 -0.7%
15 16
17
18 19