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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 %
M&T Bank
51
M&T Bank
New York
$114M -$4.43M -50,833 -4%
Mariner
52
Mariner
Kansas
$110M +$1.36M +15,634 +1%
JPMorgan Chase & Co
53
JPMorgan Chase & Co
New York
$95.4M +$8.41M +96,407 +10%
Creative Planning
54
Creative Planning
Kansas
$94.6M -$4.42M -50,693 -4%
BIM
55
Bridges Investment Management
Nebraska
$88.8M -$3.62M -41,574 -4%
Carson Wealth (CWM LLC)
56
Carson Wealth (CWM LLC)
Nebraska
$86.7M +$77.9M +893,091 +882%
JPMPWA
57
J.P. Morgan Private Wealth Advisors
California
$86.7M +$4.61M +52,819 +6%
KAS
58
Kestra Advisory Services
Texas
$83M -$3.21M -36,763 -4%
UB
59
UMB Bank
Missouri
$82.9M +$2.92M +33,449 +4%
Jones Financial Companies
60
Jones Financial Companies
Missouri
$80.4M +$3.9M +44,776 +5%
Comerica Bank
61
Comerica Bank
Texas
$80.2M +$5.42M +58,304 +7%
Stifel Financial
62
Stifel Financial
Missouri
$77.8M -$3.74M -42,931 -5%
Rockefeller Capital Management
63
Rockefeller Capital Management
New York
$75.8M +$27.1M +310,808 +56%
FIB
64
First Interstate Bank
Montana
$74.6M +$1.93M +22,145 +3%
AIM
65
Acropolis Investment Management
Missouri
$74M +$1.6M +18,363 +2%
MCM
66
MAI Capital Management
Ohio
$73.8M +$8.16M +93,534 +12%
Franklin Resources
67
Franklin Resources
California
$72.9M +$1.54M +17,650 +2%
Thrivent Financial for Lutherans
68
Thrivent Financial for Lutherans
Minnesota
$72.5M -$6.15M -70,297 -8%
V
69
Veritable
Delaware
$70.9M +$8.39M +96,244 +13%
AssetMark Inc
70
AssetMark Inc
California
$69.1M -$8.99M -103,091 -12%
VWM
71
Venturi Wealth Management
Texas
$66.8M -$15M -172,270 -18%
DWM
72
Destination Wealth Management
California
$66.6M +$416K +4,769 +0.6%
BBA
73
BLB&B Advisors
Pennsylvania
$66.3M +$3.06M +35,086 +5%
CAN
74
Cetera Advisor Networks
California
$65.9M +$2.84M +32,626 +5%
Cambridge Investment Research Advisors
75
Cambridge Investment Research Advisors
Iowa
$65.6M -$1.38M -15,811 -2%
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