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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 %
ME
1451
McIlrath & Eck
Washington
$466K -$158K -1,810 -25%
LMKC
1452
L.M. Kohn & Company
Ohio
$466K -$19.5K -223 -4%
WCWM
1453
Willow Creek Wealth Management
California
$465K – – –
SHWM
1454
Silicon Hills Wealth Management
Texas
$464K -$113K -1,299 -20%
B
1455
Bensler
Washington
$464K +$5.93K +68 +1%
LWMG
1456
Levy Wealth Management Group
Pennsylvania
$462K -$49.4K -566 -10%
CIA
1457
Compass Ion Advisors
Pennsylvania
$459K +$9.33K +107 +2%
MAM
1458
MMA Asset Management
Pennsylvania
$459K +$24.8K +284 +6%
TWC
1459
TD Waterhouse Canada
Ontario, Canada
$457K +$296 +3 +0.1%
LRIA
1460
Leonard Rickey Investment Advisors
Washington
$457K -$1.48K -17 -0.3%
ST
1461
Somerset Trust
Pennsylvania
$457K -$610 -7 -0.1%
SOADOR
1462
State of Alaska Department of Revenue
Alaska
$453K -$771K -8,855 -63%
BAM
1463
Berkshire Asset Management
Pennsylvania
$452K – – –
DBRC
1464
D.B. Root & Company
Pennsylvania
$451K -$59.9K -688 -12%
WIC
1465
Woodmont Investment Counsel
Tennessee
$451K +$15.7K +180 +4%
MAA
1466
Matrix Asset Advisors
New York
$450K -$25.4K -291 -5%
BCM
1467
BTC Capital Management
Iowa
$449K -$14.2K -163 -3%
RRWA
1468
Rainey & Randall Wealth Advisors
Florida
$449K -$4.18K -48 -0.9%
IC
1469
IEQ Capital
California
$445K -$20.5K -235 -4%
GHA
1470
GW Henssler & Associates
Georgia
$445K +$785 +9 +0.2%
CCA
1471
Cobblestone Capital Advisors
New York
$444K -$4.62K -53 -1%
M
1472
MOTCO
Texas
$444K +$55.1K +632 +14%
SW
1473
SlateStone Wealth
Florida
$444K +$101K +1,157 +29%
AF
1474
Aldebaran Financial
$443K +$2.38K +27 +0.5%
WHCI
1475
W.H. Cornerstone Investments
Massachusetts
$443K +$443K +4,945 New
57 58
59
60 61