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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 %
TW
1126
TrinityPoint Wealth
Connecticut
$1.12M +$926K +10,618 +490%
FFWM
1127
Future Financial Wealth Management
Ohio
$1.11M +$11.9K +129 +1%
MTIC
1128
Missouri Trust & Investment Company
Missouri
$1.11M -$23.2K -266 -2%
PW
1129
Peninsula Wealth
California
$1.11M -$15.4K -177 -1%
WA
1130
WP Advisors
California
$1.1M – – –
TTWM
1131
TCV Trust & Wealth Management
Virginia
$1.1M +$40.3K +462 +4%
WAL
1132
W Advisors LLC
Tennessee
$1.1M +$305K +3,498 +38%
BFA
1133
Beacon Financial Advisory
Ohio
$1.1M +$75.9K +870 +7%
SAM
1134
Secure Asset Management
Michigan
$1.1M -$81.4K -933 -7%
Walleye Capital
1135
Walleye Capital
New York
$1.1M +$1.1M +12,597 New
BA
1136
Ballast Advisors
Minnesota
$1.1M -$2.88K -33 -0.3%
BFA
1137
BMS Financial Advisors
South Dakota
$1.09M -$1.38M -15,853 -56%
IC
1138
Inscription Capital
Texas
$1.09M -$706K -8,100 -39%
HCA
1139
Harbour Capital Advisors
Virginia
$1.09M -$537 -6 -0%
MIC
1140
Meridian Investment Counsel
California
$1.09M +$49.3K +566 +5%
FWIA
1141
Fort Washington Investment Advisors
Ohio
$1.09M -$2.68M -30,779 -71%
BO
1142
Bank OZK
Arkansas
$1.08M -$118K -1,349 -10%
HCM
1143
Howland Capital Management
Massachusetts
$1.08M – – –
CFFP
1144
Center for Financial Planning
Michigan
$1.08M -$8.72K -100 -0.8%
GWM
1145
GSB Wealth Management
Connecticut
$1.08M +$19.8K +227 +2%
IFA
1146
Index Fund Advisors
California
$1.08M +$627K +7,185 +138%
ACM
1147
Advisors Capital Management
New Jersey
$1.07M -$566K -5,660 -35%
TFGT
1148
TS Financial Group (TSFG)
Illinois
$1.07M +$30.2K +347 +3%
SPAS
1149
Spectrum Planning & Advisory Services
California
$1.06M +$1.06M +12,202 New
WWA
1150
WCG Wealth Advisors
Nevada
$1.06M +$395K +4,347 +59%
44 45
46
47 48