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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
1
CM Wealth Advisors
Ohio
$1.56B
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$1.32B
3
LPL Financial
3
LPL Financial
California
$1.1B
4
Goldman Sachs
4
Goldman Sachs
New York
$980M
5
UBS AM
5
UBS AM
Illinois
$310M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$2.53B
2
HNB
2
Huntington National Bank
Ohio
$228M
3
State Street
3
State Street
Massachusetts
$41.1M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.32B
5
RC
5
RegentAtlantic Capital
New Jersey
$6.64M
Name Holding Trade Value Shares
Change 		Shares
Change %
WCF
76
West Coast Financial
California
$65.6M +$520K +5,968 +0.8%
VC
77
Vicus Capital
Pennsylvania
$65.2M +$3.14M +35,975 +5%
SWM
78
SigFig Wealth Management
California
$64M -$79K -884 -0.1%
GT
79
Greenleaf Trust
Michigan
$63.8M +$1.27M +14,552 +2%
5L
80
55I LLC
Massachusetts
$63.2M +$54.9M +629,093 +656%
FMII
81
Farmers & Merchants Investments Inc
Nebraska
$61.9M +$4.49M +51,482 +8%
LI
82
LVZ Inc
Michigan
$60.6M +$988K +11,329 +2%
PAS
83
Park Avenue Securities
New York
$60.3M +$53.3M +611,166 +758%
SPIA
84
Steward Partners Investment Advisory
New York
$60M +$2.12M +24,269 +4%
CWM
85
Connecticut Wealth Management
Connecticut
$59.8M -$850K -9,751 -1%
AI
86
Accredited Investors
Minnesota
$59.5M -$1.58M -18,177 -3%
Charles Schwab
87
Charles Schwab
California
$59.1M +$559K +6,417 +1%
Cerity Partners
88
Cerity Partners
New York
$58.8M -$232K -2,656 -0.4%
MAM
89
Madison Asset Management
Wisconsin
$58.8M -$2.62M -30,053 -4%
BIAS
90
Beacon Investment Advisory Services
New Jersey
$58.6M -$351K -4,026 -0.6%
Bessemer Group
91
Bessemer Group
New Jersey
$58.1M +$1.43M +16,365 +3%
CIA
92
Choate Investment Advisors
Massachusetts
$57.2M +$19.5M +223,966 +52%
SLT
93
St Louis Trust
Missouri
$55.4M +$4.19M +45,643 +8%
CAPTRUST Financial Advisors
94
CAPTRUST Financial Advisors
North Carolina
$54.3M +$9.56M +110,099 +21%
MGIA
95
Moneta Group Investment Advisors
Missouri
$54.2M -$1.7M -19,543 -3%
SIC
96
Sigma Investment Counselors
Michigan
$54M +$856K +9,816 +2%
TF
97
Trek Financial
Arizona
$53.3M -$31M -355,312 -37%
WT
98
Whittier Trust
California
$53.1M +$2.28M +26,176 +4%
SSB
99
Sandy Spring Bank
Maryland
$49.4M +$1.03M +11,817 +2%
FBFS
100
First Business Financial Services
Wisconsin
$49.2M +$66.4K +762 +0.1%
2 3
4
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