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

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$2.53B
2
HNB
2
Huntington National Bank
Ohio
$228M
3
State Street
3
State Street
Massachusetts
$41.1M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.32B
5
RC
5
RegentAtlantic Capital
New Jersey
$6.64M
Name Holding Trade Value Shares
Change 		Shares
Change %
PPFA
26
Provida Pension Fund Administrator
Chile
$350M +$13.3M +151,270 +4%
Baird Financial Group
27
Baird Financial Group
Wisconsin
$344M +$16.8M +192,918 +5%
KeyBank National Association
28
KeyBank National Association
Ohio
$315M -$5.61M -64,305 -2%
UBS AM
29
UBS AM
Illinois
$310M +$310M +3,551,888 New
RFC
30
Regions Financial Corp
Alabama
$303M -$323K -3,706 -0.1%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$275M +$6.8M +77,971 +3%
Osaic Holdings
32
Osaic Holdings
Arizona
$233M +$52.8M +605,688 +29%
CCA
33
Catalyst Capital Advisors
New York
$228M +$43.4M +497,882 +24%
MRC
34
Millburn Ridgefield Corp
New York
$228M +$43.4M +497,882 +24%
HNB
35
Huntington National Bank
Ohio
$228M -$248M – –
Fifth Third Bancorp
36
Fifth Third Bancorp
Ohio
$226M -$35.4M -406,169 -14%
AA
37
Alesco Advisors
New York
$205M +$19.1M +218,531 +10%
HighTower Advisors
38
HighTower Advisors
Illinois
$193M -$2.74M -31,417 -1%
PFO
39
Pathstone Family Office
New Jersey
$184M +$90.1M +1,034,472 +96%
HTC
40
Haverford Trust Company
Pennsylvania
$182M +$2.31M +26,486 +1%
Members Trust
41
Members Trust
Florida
$173M +$4.96M +56,935 +3%
AA
42
Acorns Advisers
California
$167M +$5.48M +62,880 +3%
UCFA
43
United Capital Financial Advisors
Texas
$165M +$9.44M +108,234 +6%
NFA
44
Nationwide Fund Advisors
Ohio
$157M -$3.07M -32,599 -2%
Janney Montgomery Scott
45
Janney Montgomery Scott
Pennsylvania
$141M +$27.9M +319,596 +25%
Victory Capital Management
46
Victory Capital Management
Texas
$125M -$9.81M -112,502 -7%
MML Investors Services
47
MML Investors Services
Massachusetts
$121M +$28M +320,820 +30%
WANY
48
Wealthspire Advisors (New York)
New York
$119M +$2.04M +23,448 +2%
HI
49
Horizon Investments
North Carolina
$117M +$210K +2,413 +0.2%
VFA
50
Valeo Financial Advisors
Indiana
$115M +$13M +161,579 +13%
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