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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 %
EVM
676
Evelyn V. Moreno
$4.13M -$3.92M -44,956 -49%
APW
677
Austin Private Wealth
Texas
$4.11M +$4.11M +47,127 New
GTAM
678
Global Trust Asset Management
Florida
$4.09M +$120K +1,375 +3%
WWG
679
West Wealth Group
California
$4.08M +$4.08M +46,833 New
AC
680
Apella Capital
Connecticut
$4.08M -$32.5K -373 -0.8%
BCMO
681
Buckingham Capital Management (Ohio)
Ohio
$4.08M +$40.9K +469 +1%
RA
682
Resolute Advisors
California
$4.08M -$3.49K -40 -0.1%
WDL
683
Well Done LLC
Michigan
$4.08M +$294K +3,368 +8%
SAM
684
Smithbridge Asset Management
Pennsylvania
$4.08M -$354K -4,061 -8%
SW
685
SkyOak Wealth
Michigan
$4.07M +$374K +4,284 +10%
OGF
686
Orin Green Financial
California
$4.05M -$618K -7,076 -13%
AIMC
687
Alley Investment Management Company
Illinois
$4.04M +$27.3K +313 +0.7%
NFC
688
Northeast Financial Consultants
Connecticut
$4.04M +$1.17M +13,402 +41%
HCP
689
Holt Capital Partners
Texas
$4.02M -$6.06M -69,455 -60%
TCM
690
Telos Capital Management
California
$4.01M +$121K +1,387 +3%
ISWM
691
Independent Solutions Wealth Management
New York
$4M -$119K -1,361 -3%
TVAMP
692
Tennessee Valley Asset Management Partners
Tennessee
$3.99M -$874K -10,029 -18%
KWM
693
Keebeck Wealth Management
Illinois
$3.99M +$1M +11,475 +33%
PWM
694
Provident Wealth Management
Tennessee
$3.97M +$297K +3,409 +8%
SG Americas Securities
695
SG Americas Securities
New York
$3.97M +$698K +8,000 +21%
WA
696
Wealth Alliance
New York
$3.95M +$1.44M +16,499 +57%
Lido Advisors
697
Lido Advisors
California
$3.94M +$648K +7,439 +20%
NOI
698
Newton One Investments
Delaware
$3.93M +$16.8K +193 +0.4%
CFG
699
Cooper Financial Group
California
$3.92M +$2.66M +30,454 +209%
KWA
700
Kellett Wealth Advisors
Ohio
$3.91M -$498K -5,090 -11%
26 27
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