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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 %
CCM
926
Colorado Capital Management
Colorado
$2.03M -$24.2K -277 -1%
IAIM
927
International Assets Investment Management
Florida
$2.03M +$98.8K +1,133 +5%
FTUS
928
Flow Traders U.S.
New York
$2.01M +$2.01M +23,099 New
CA
929
Continuum Advisory
Idaho
$2.01M +$28.2K +323 +1%
FFMBT
930
First Farmers & Merchants Bank Trust
Tennessee
$2.01M -$52K -596 -3%
SWM
931
Soundmark Wealth Management
Washington
$2M -$25.8K -296 -1%
SFA
932
Souders Financial Advisors
Ohio
$1.99M +$139K +1,599 +8%
KAH
933
Kathryn A. Hall
$1.98M – – –
DWA
934
Dougherty Wealth Advisers
Minnesota
$1.98M -$68.1K -781 -3%
RCG
935
Regatta Capital Group
California
$1.98M +$263K +2,843 +15%
KCM
936
Kanawha Capital Management
Virginia
$1.98M +$55.8K +640 +3%
MBTD
937
Mechanics Bank - Trust Department
California
$1.97M -$18.1K -207 -0.9%
SPI
938
Santori & Peters Inc
Pennsylvania
$1.97M -$58.9K -676 -3%
MWM
939
Maltin Wealth Management
New Jersey
$1.97M -$109K -1,249 -5%
STCOSD
940
Sageworth Trust Company of South Dakota
South Dakota
$1.95M -$185K -2,126 -9%
SL
941
Sentinus LLC
Illinois
$1.95M +$1.95M +16,546 New
TFCP
942
Twin Focus Capital Partners
Massachusetts
$1.95M +$523 +6 +0%
EI
943
Ellevest Inc
New York
$1.95M +$14.8K +170 +0.8%
WWM
944
Wiser Wealth Management
Georgia
$1.94M -$9.24K -106 -0.5%
TH
945
TCTC Holdings
Texas
$1.94M +$85.7K +983 +5%
Mackenzie Financial
946
Mackenzie Financial
Ontario, Canada
$1.94M +$30.6K +351 +2%
9WM
947
9258 Wealth Management
Ohio
$1.93M -$178K -2,045 -8%
BIA
948
Bigelow Investment Advisors
Maine
$1.92M +$277K +3,181 +17%
SCM
949
SOL Capital Management
Maryland
$1.92M +$36.2K +415 +2%
CF
950
Corrigan Financial
Rhode Island
$1.92M -$4.8K -55 -0.2%
36 37
38
39 40