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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 %
PAM
1426
Private Asset Management
California
$500K – – –
PI
1427
Parkside Investments
Illinois
$499K – – –
HNWA
1428
Henrickson Nauta Wealth Advisors
Michigan
$495K +$872 +10 +0.2%
SW
1429
StrongBox Wealth
Missouri
$494K -$3.14K -36 -0.6%
AWM
1430
Accurate Wealth Management
Florida
$494K +$240K +2,621 +94%
GSAM
1431
Grant Street Asset Management
Pennsylvania
$493K -$286K -3,281 -37%
NWMG
1432
National Wealth Management Group
Ohio
$487K +$487K +5,581 New
AW
1433
ACG Wealth
Georgia
$486K +$17.2K +197 +4%
T
1434
TRUADVICE
Florida
$484K -$190K -1,933 -28%
PMFA
1435
Plante Moran Financial Advisors
Michigan
$484K +$62.4K +716 +15%
VCP
1436
Vista Capital Partners
Oregon
$483K – – –
CCT
1437
Capital City Trust
Florida
$483K – – –
PG
1438
Patten Group
Tennessee
$480K -$26.8K -300 -5%
SFP
1439
Strategic Financial Planning
Texas
$479K – – –
1WA
1440
180 Wealth Advisors
Washington
$479K +$33.1K +379 +7%
RA
1441
Riverstone Advisors
Texas
$478K – – –
RBFC
1442
Roman Butler Fullerton & Co
Missouri
$477K +$10.2K +114 +2%
NB
1443
NBT Bank
New York
$477K +$26.8K +307 +6%
OFG
1444
Oxford Financial Group
Indiana
$476K -$118K -1,350 -20%
WPC
1445
White Pine Capital
Minnesota
$475K -$25.2K -289 -5%
PMG
1446
Private Management Group
California
$471K – – –
TC
1447
Truvestments Capital
Florida
$470K -$11.2K -129 -2%
MA
1448
MONECO Advisors
Connecticut
$469K -$3.05K -35 -0.6%
PWM
1449
PBMares Wealth Management
Virginia
$468K -$14.5K -166 -3%
OFG
1450
OmniStar Financial Group
North Carolina
$467K +$107K +1,231 +30%
56 57
58
59 60