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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 %
CANC
1276
Culbertson A N & Co
Virginia
$742K +$127K +1,452 +21%
AWP
1277
Ascent Wealth Partners
New York
$741K +$12.6K +145 +2%
ANBT
1278
American National Bank & Trust
Texas
$739K +$124K +1,418 +20%
WOSD
1279
WFA of San Diego
California
$737K +$28.5K +327 +4%
DY
1280
Dowling & Yahnke
California
$728K -$25.6K -294 -3%
CFP
1281
Cypress Financial Planning
New Jersey
$719K +$83.2K +954 +13%
EWA
1282
EverSource Wealth Advisors
Alabama
$719K +$182K +2,089 +34%
NCM
1283
NCM Capital Management
New Jersey
$717K -$23.4K -269 -3%
SIA
1284
SeaBridge Investment Advisors
New Jersey
$716K – – –
AW
1285
Avion Wealth
Texas
$715K +$17.6K +202 +3%
WCFA
1286
Walkner Condon Financial Advisors
Wisconsin
$715K +$67.1K +769 +10%
WTB
1287
Washington Trust Bank
Washington
$714K -$17.6K -202 -2%
WCM
1288
WealthBridge Capital Management
Ohio
$714K – – –
WJWM
1289
Williams Jones Wealth Management
New York
$711K +$16.9K +194 +2%
MI
1290
Moneywise Inc
Virginia
$708K -$1.91M -21,913 -73%
DL
1291
DOHJ LLC
Washington
$706K -$932K -10,693 -57%
TA
1292
TrueWealth Advisors
Alabama
$705K +$53.2K +611 +8%
WP
1293
Wealthspan Partners
Iowa
$703K -$5.23K -60 -0.7%
LFA
1294
Legacy Financial Advisors
Kentucky
$703K +$80.4K +922 +13%
GAM
1295
Gemmer Asset Management
California
$699K +$144K +1,650 +26%
SCA
1296
St. Clair Advisors
Ohio
$693K +$21.2K +243 +3%
LC
1297
LTG Capital
Massachusetts
$692K -$9.12M -104,596 -93%
OPW
1298
Oxler Private Wealth
New York
$691K +$2.98K +3 +0.4%
HWM
1299
Horizons Wealth Management
North Carolina
$688K +$9.42K +108 +1%
B
1300
Bridgeworth
Alabama
$687K -$374K -4,291 -35%
50 51
52
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