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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 %
BWS
601
Buck Wealth Strategies
Colorado
$5.23M +$5.23M +55,437 New
4FG
602
4Thought Financial Group
New York
$5.21M +$89.1K +1,022 +2%
SWM
603
Shelton Wealth Management
Texas
$5.19M -$174 -2 -0%
SWA
604
SOA Wealth Advisors
New York
$5.19M -$14.2K -163 -0.3%
CWM
605
Castle Wealth Management
Florida
$5.18M +$983K +11,272 +23%
PWM
606
Perigon Wealth Management
California
$5.18M +$1.14M +13,036 +28%
HGWM
607
Horst & Graben Wealth Management
Oregon
$5.17M +$4.91M +56,330 +1,895%
WIA
608
World Investment Advisors
California
$5.13M -$209K -2,395 -4%
ACB
609
Aristotle Capital Boston
Massachusetts
$5.09M -$967K -11,089 -16%
BCM
610
Boltwood Capital Management
California
$5.06M +$220K +2,521 +5%
FNWM
611
Financial Network Wealth Management
Utah
$5.04M -$69.6K -798 -1%
ABC
612
Associated Banc-Corp
Wisconsin
$4.99M -$28.2K -323 -0.6%
AFG
613
Arkansas Financial Group
Arkansas
$4.96M -$15.6K -179 -0.3%
PBO
614
Peoples Bank (Ohio)
Ohio
$4.96M -$48.9K -561 -1%
WPIC
615
White Pine Investment Company
Michigan
$4.94M +$629K +7,215 +15%
SHJ
616
Sharkey, Howes & Javer
Colorado
$4.94M +$4.68M +53,653 +1,787%
CGFA
617
Colton Groome Financial Advisors
North Carolina
$4.93M -$178K -2,044 -3%
KWM
618
Kingsview Wealth Management
Oregon
$4.88M +$9.07K +104 +0.2%
HR
619
Howe & Rusling
New York
$4.88M +$213K +2,444 +5%
ZIM
620
Zacks Investment Management
Illinois
$4.88M +$725K +8,310 +17%
JWCA
621
J.W. Cole Advisors
Florida
$4.88M -$172K -1,978 -3%
MWP
622
Madison Wealth Partners
Wisconsin
$4.87M +$53K +608 +1%
CPO
623
Cerity Partners OCIO
New York
$4.85M -$4.2M -48,131 -46%
SCA
624
Snowden Capital Advisors
New York
$4.84M -$462K -5,304 -9%
AWM
625
AAF Wealth Management
Massachusetts
$4.8M +$215K +2,471 +5%
23 24
25
26 27