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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 %
SEI Investments
901
SEI Investments
Pennsylvania
$2.16M -$61.5K -705 -3%
MWM
902
MorganRosel Wealth Management
Colorado
$2.15M -$507K -5,820 -19%
CCFM
903
Clear Creek Financial Management
Washington
$2.15M -$106K -1,221 -5%
AC
904
Abbrea Capital
California
$2.14M -$291K -3,338 -12%
DWM
905
Darwin Wealth Management
Florida
$2.14M -$2.29M -24,962 -52%
CFB
906
Cullen/Frost Bankers
Texas
$2.13M +$123K +1,411 +6%
WA
907
Wilshire Advisors
California
$2.13M -$83.3K -956 -4%
AWG
908
Altus Wealth Group
Colorado
$2.11M – – –
V
909
VeraBank
Texas
$2.11M -$119K -1,363 -5%
ANTB
910
AMG National Trust Bank
Colorado
$2.11M +$348K +3,996 +20%
EPWM
911
Essex Private Wealth Management
Massachusetts
$2.1M -$58.9K -675 -3%
CAM
912
Campion Asset Management
Virginia
$2.1M +$38.6K +443 +2%
WS
913
Wedbush Securities
California
$2.1M -$164K -1,884 -7%
FCA
914
FLC Capital Advisors
California
$2.1M -$868K -9,960 -29%
RF
915
Resolute Financial
Massachusetts
$2.1M -$110K -1,267 -5%
FCMC
916
Founders Capital Management (Connecticut)
Connecticut
$2.08M +$4.45K +51 +0.2%
SF
917
Summit Financial
New Jersey
$2.07M +$59.8K +686 +3%
ST
918
Sabal Trust
Florida
$2.07M +$74.7K +857 +4%
STB
919
S&T Bank
Pennsylvania
$2.06M -$239K -2,741 -10%
NL
920
NVWM LLC
Pennsylvania
$2.06M +$619K +7,104 +43%
NCM
921
Next Capital Management
New York
$2.05M +$206K +2,366 +11%
AL
922
Aspiriant LLC
California
$2.05M +$135K +1,555 +7%
BWA
923
BlueSky Wealth Advisors
North Carolina
$2.04M -$102K -1,167 -5%
RMDI
924
R.M. Davis Inc
Maine
$2.03M -$47.6K -546 -2%
TFS
925
Thoroughbred Financial Services
Tennessee
$2.03M +$9.24K +106 +0.5%
35 36
37
38 39