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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 %
CST
851
Charles Schwab Trust
Nevada
$2.51M -$86.9K -997 -3%
SAA
852
Southeast Asset Advisors
Georgia
$2.51M +$87 +1 +0%
OCM
853
Orion Capital Management
California
$2.5M -$9.5K -109 -0.4%
VCM
854
Viewpoint Capital Management
Washington
$2.5M – – –
EA
855
Emerald Advisors
Washington
$2.46M +$482K +5,526 +24%
BAM
856
Baldrige Asset Management
Pennsylvania
$2.45M +$2.7K +31 +0.1%
VHAM
857
Van Hulzen Asset Management
California
$2.43M +$1.85M +21,211 +317%
USAA
858
United Services Automobile Association
Texas
$2.43M -$200K -2,289 -8%
KFGK
859
Keystone Financial Group (Kentucky)
Kentucky
$2.43M +$51.5K +591 +2%
BFA
860
Bluestem Financial Advisors
Illinois
$2.41M -$24.4K -280 -1%
AIP
861
Ameritas Investment Partners
Nebraska
$2.39M -$8.98K -103 -0.4%
HCWM
862
Harrison & Co Wealth Management
Virginia
$2.38M +$172K +1,977 +8%
AWMG
863
Alliance Wealth Management Group
New Jersey
$2.37M +$263K +3,014 +12%
MAS
864
Madden Advisory Services
Florida
$2.37M +$8.11K +93 +0.3%
CSPIA
865
Cary Street Partners Investment Advisory
Virginia
$2.35M +$115K +1,320 +5%
PAM
866
Premier Asset Management
Illinois
$2.34M +$62.9K +722 +3%
TA
867
Townsend & Associates
Colorado
$2.34M +$197K +2,032 +9%
HAS
868
HBW Advisory Services
California
$2.34M +$74.5K +855 +3%
EWM
869
Evercore Wealth Management
New York
$2.34M -$119K -1,368 -5%
MWM
870
Modera Wealth Management
New Jersey
$2.32M +$472K +5,420 +26%
KFSC
871
Keystone Financial Services (Colorado)
Colorado
$2.32M -$1.13M -11,821 -33%
FWA
872
FSM Wealth Advisors
Ohio
$2.31M +$280K +3,210 +14%
HPWM
873
High Pines Wealth Management
Massachusetts
$2.31M +$8.63K +99 +0.4%
SMA
874
Sage Mountain Advisors
Georgia
$2.31M – – –
CFA
875
CWS Financial Advisors
Michigan
$2.3M +$313K +3,591 +16%
33 34
35
36 37