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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 %
CAM
776
Congress Asset Management
Massachusetts
$3.1M +$131K +1,507 +4%
MIG
777
McGuire Investment Group
Rhode Island
$3.1M +$60.9K +699 +2%
PIMG
778
Patriot Investment Management Group
Tennessee
$3.1M +$1.13M +13,010 +58%
LIM
779
Leavell Investment Management
Alabama
$3.09M +$237K +2,713 +8%
OAM
780
Occidental Asset Management
California
$3.09M +$955K +10,950 +45%
FNBOO
781
First National Bank of Omaha
Nebraska
$3.09M +$221K +2,530 +8%
VC
782
Vestor Capital
Illinois
$3.08M +$93.6K +1,074 +3%
SS
783
Simplicity Solutions
Minnesota
$3.07M +$54.4K +624 +2%
MWM
784
Mascoma Wealth Management
New Hampshire
$3.07M +$155K +1,777 +5%
CRI
785
Colonial River Investments
Virginia
$3.06M +$36.9K +423 +1%
GSB
786
Greenfield Savings Bank
Massachusetts
$3.04M -$24.6K -282 -0.8%
AWAP
787
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$3.04M +$54.1K +620 +2%
DP
788
Denver PWM
Colorado
$3.02M -$117K -1,307 -4%
WA
789
WBH Advisory
Maryland
$3.02M -$50K -574 -2%
SFS
790
Sowell Financial Services
Arkansas
$3.01M +$3.01M +34,525 New
CFG
791
Citizens Financial Group
Rhode Island
$3M +$149K +1,711 +5%
WPW
792
Waldron Private Wealth
Pennsylvania
$2.99M +$658K +7,545 +28%
UL
793
Unionview LLC
Washington
$2.99M +$148K +1,700 +5%
FTC
794
Farmers Trust Company
Ohio
$2.98M – – –
PFA
795
Pure Financial Advisors
California
$2.97M -$188K -2,155 -6%
MUAMU
796
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$2.96M – – –
MA
797
Mutual Advisors
Nebraska
$2.96M +$806K +9,247 +38%
AT
798
American Trust
Kentucky
$2.95M +$29.7K +341 +1%
KFAA
799
Klaas Financial Asset Advisors
Illinois
$2.91M -$219K -2,513 -7%
DE
800
Day & Ennis
Georgia
$2.9M -$113K -1,292 -4%
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32
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