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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 %
WT
476
Washington Trust
Rhode Island
$7.77M +$1.56M +17,846 +25%
PFM
477
Parsec Financial Management
North Carolina
$7.77M +$622K +7,138 +9%
PFS
478
Prospera Financial Services
Texas
$7.77M +$1.33M +15,298 +21%
CG
479
CFO4Life Group
Texas
$7.76M -$7.85K -90 -0.1%
SWM
480
Spire Wealth Management
Virginia
$7.76M -$4.19M -48,031 -35%
FG
481
Fiduciary Group
Georgia
$7.75M +$364K +3,630 +5%
FMN
482
Financial Management Network
California
$7.74M +$995K +10,727 +15%
EWA
483
EP Wealth Advisors
California
$7.73M +$795K +9,120 +11%
BA
484
Bristlecone Advisors
Washington
$7.69M +$240K +2,758 +3%
WSFS
485
Wilmington Savings Fund Society
Delaware
$7.68M -$78K -895 -1%
CT
486
Coastline Trust
Rhode Island
$7.65M +$6.89M +78,982 +903%
CA
487
Cambridge Associates
Massachusetts
$7.62M +$6.33M +72,625 +490%
CWM
488
Curi Wealth Management
North Carolina
$7.61M +$1.42M +16,273 +23%
IWM
489
IHT Wealth Management
Illinois
$7.6M +$3.61M +41,415 +90%
HWM
490
HB Wealth Management
Georgia
$7.6M +$3.51M +40,297 +86%
MFC
491
Morris Financial Concepts
South Carolina
$7.6M -$174K -1,993 -2%
ISB
492
Iowa State Bank
Iowa
$7.51M +$446K +5,121 +6%
CCM
493
Canal Capital Management
Virginia
$7.5M +$1.62M +18,632 +28%
MG
494
Mather Group
Illinois
$7.48M +$225K +2,586 +3%
HSA
495
HBK Sorce Advisory
Pennsylvania
$7.46M +$37.8K +433 +0.5%
CAL
496
Capital Analysts LLC
Pennsylvania
$7.46M +$1.12M +12,852 +18%
PG
497
Proffitt & Goodson
Tennessee
$7.46M +$200K +2,299 +3%
RTS
498
Round Table Services
New Jersey
$7.43M +$2.45M +28,158 +49%
HH
499
Hilltop Holdings
Texas
$7.42M +$5.27M +60,398 +245%
PFG
500
Pacific Financial Group
Washington
$7.38M -$774K -8,878 -9%
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