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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 %
CA
1051
Cambridge Advisors
Nebraska
$1.43M +$55.2K +633 +4%
MSWMA
1052
Market Street Wealth Management Advisors
Indiana
$1.42M +$106K +1,217 +8%
E
1053
ETFidea
New York
$1.42M +$80.7K +926 +6%
CAWM
1054
Capital Advisors Wealth Management
Washington
$1.42M -$376K -4,317 -21%
SC
1055
Steph & Co
Wisconsin
$1.42M -$593K -6,797 -29%
WGCA
1056
Wolf Group Capital Advisors
Virginia
$1.42M -$85.4K -979 -6%
BMCM
1057
Bryn Mawr Capital Management
Pennsylvania
$1.41M -$188K -2,154 -12%
CRWM
1058
Castle Rock Wealth Management
California
$1.4M -$117K -1,306 -8%
RWRC
1059
R.W. Roge & Company
New York
$1.39M -$69.4K -779 -5%
TA
1060
TFG Advisers
Michigan
$1.39M +$11.3K +129 +0.8%
PL
1061
Plancorp LLC
Missouri
$1.38M -$621K -7,120 -31%
JFGIW
1062
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.38M -$859K -9,281 -38%
CBFP
1063
Cedar Brook Financial Partners
Ohio
$1.38M -$259K -2,968 -16%
TCA
1064
Transcend Capital Advisors
New Jersey
$1.36M +$360K +4,129 +36%
TLFA
1065
True Link Financial Advisors
California
$1.36M +$89.7K +1,029 +7%
BAAM
1066
Baker Avenue Asset Management
California
$1.35M +$128K +1,469 +10%
CC
1067
Corsicana & Co
Texas
$1.35M +$14K +161 +1%
PWMG
1068
Provence Wealth Management Group
California
$1.35M +$913K +10,472 +209%
WF
1069
Williams Financial
Vermont
$1.35M +$1.35M +15,460 New
SWM
1070
Scissortail Wealth Management
Oklahoma
$1.35M -$875K -9,207 -39%
ZF
1071
Zhang Financial
Michigan
$1.35M +$53.1K +609 +4%
ECA
1072
Elevated Capital Advisors
Utah
$1.34M +$1.34M +15,401 New
CAAM
1073
Cornerstone Advisors Asset Management
Pennsylvania
$1.34M +$6.71K +77 +0.5%
CT
1074
Columbia Trust
Oregon
$1.34M +$4.8K +55 +0.4%
BIP
1075
Blueprint Investment Partners
North Carolina
$1.33M +$142K +1,629 +12%
41 42
43
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