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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 %
TC
876
Titleist Capital
Texas
$2.3M +$294K +3,375 +15%
NWA
877
Navis Wealth Advisors
New York
$2.29M – – –
Koshinski Asset Management
878
Koshinski Asset Management
Illinois
$2.29M -$45.4K -521 -2%
JIP
879
Jaffetilchin Investment Partners
Florida
$2.28M -$13.2K -151 -0.6%
BC
880
Brio Consultants
California
$2.28M -$685K -7,359 -23%
ACM
881
Ashford Capital Management
Delaware
$2.28M +$2.28M +26,102 New
CFS
882
CRA Financial Services
New Jersey
$2.28M +$59.2K +679 +3%
SSW
883
Stone Summit Wealth
Florida
$2.28M +$201K +2,304 +10%
WMS
884
Wealth Management Solutions
Pennsylvania
$2.27M -$87K -998 -4%
PIA
885
Perennial Investment Advisors
California
$2.27M +$168K +1,928 +8%
Simplex Trading
886
Simplex Trading
Illinois
$2.26M +$2.26M +25,977 New
CF
887
Centaurus Financial
California
$2.26M +$1.28M +14,665 +130%
FA
888
Faithward Advisors
Pennsylvania
$2.26M +$119K +1,365 +6%
GSWM
889
Greenup Street Wealth Management
Michigan
$2.25M +$557K +6,394 +33%
HPC
890
Hobart Private Capital
North Carolina
$2.25M +$2.25M +25,764 New
DIA
891
Dana Investment Advisors
Wisconsin
$2.25M +$2.36K +27 +0.1%
SCA
892
Stokes Capital Advisors
South Carolina
$2.24M -$134K -1,540 -6%
EPM
893
Elm Partners Management
Pennsylvania
$2.23M +$231K +2,646 +12%
ACM
894
Armbruster Capital Management
New York
$2.22M -$34.9K -400 -2%
SC
895
Sepio Capital
Utah
$2.22M – – –
OCM
896
Objective Capital Management
Ohio
$2.21M +$53.8K +617 +2%
PPWM
897
PFG Private Wealth Management
Florida
$2.2M +$100K +1,152 +5%
BWAM
898
Boyd Watterson Asset Management
Ohio
$2.18M +$65.4K +750 +3%
AR
899
Apeiron RIA
Texas
$2.18M +$2.18M +24,270 New
DT
900
Diversified Trust
Tennessee
$2.17M +$38.8K +445 +2%
34 35
36
37 38