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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 %
WCM
701
Windsor Capital Management
Arizona
$3.9M -$27.5K -316 -0.7%
TSWM
702
Triangle Securities Wealth Management
North Carolina
$3.89M -$233K -2,667 -6%
RhumbLine Advisers
703
RhumbLine Advisers
Massachusetts
$3.89M +$917K +10,515 +31%
BAM
704
Belpointe Asset Management
Nevada
$3.88M +$194K +2,230 +5%
CIC
705
Chilton Investment Company
Connecticut
$3.88M – – –
MOACM
706
Mutual of America Capital Management
New York
$3.87M +$1.15M +13,144 +42%
NGA
707
Naples Global Advisors
Florida
$3.84M +$608K +6,974 +19%
CPC
708
Consolidated Planning Corp
Georgia
$3.84M +$67.8K +777 +2%
DFC
709
DBK Financial Counsel
Ohio
$3.83M +$19.1K +219 +0.5%
CIAS
710
Capital Investment Advisory Services
North Carolina
$3.83M +$691K +7,922 +22%
PFG
711
PAX Financial Group
Texas
$3.81M +$3.58M +41,015 +1,516%
CCB
712
Country Club Bank
Missouri
$3.81M +$354K +4,042 +10%
WFAG
713
Wescott Financial Advisory Group
Pennsylvania
$3.8M +$41.6K +477 +1%
GC
714
Garde Capital
Washington
$3.79M +$416K +4,775 +12%
SA
715
Scarborough Advisors
Maryland
$3.79M +$3.79M +43,484 New
HSWM
716
Hubbell Strickland Wealth Management
Louisiana
$3.77M +$123K +1,414 +3%
AWP
717
Accretive Wealth Partners
New Jersey
$3.76M +$10.3K +118 +0.3%
EWM
718
EPG Wealth Management
Georgia
$3.76M +$263K +3,012 +8%
MCM
719
Magnolia Capital Management
New York
$3.75M -$13.3K -153 -0.4%
LMIM
720
Lockheed Martin Investment Management
Maryland
$3.75M – – –
AWC
721
Abundance Wealth Counselors
Pennsylvania
$3.73M -$31.3K -359 -0.8%
RWP
722
Revolve Wealth Partners
New Jersey
$3.71M +$70K +803 +2%
National Bank of Canada
723
National Bank of Canada
Quebec, Canada
$3.7M -$53.2K -614 -1%
TW
724
Transform Wealth
Colorado
$3.7M +$2.77M +31,817 +299%
WP
725
WealthShield Partners
North Carolina
$3.65M +$1.43M +16,386 +64%
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