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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 %
CWP
1501
CFM Wealth Partners
Texas
$414K +$78.4K +899 +23%
RWP
1502
RWA Wealth Partners
Massachusetts
$412K -$2.01K -23 -0.5%
T. Rowe Price Associates
1503
T. Rowe Price Associates
Maryland
$411K – – –
FI
1504
Financial Insights
Washington
$409K +$409K +4,690 New
AFG
1505
Allegheny Financial Group
Pennsylvania
$408K +$3.31K +38 +0.8%
PCM
1506
Palisade Capital Management
New Jersey
$408K +$30.8K +353 +8%
CL
1507
CPWM LLC
Washington
$406K +$406K +4,662 New
NSIM
1508
North Star Investment Management
Illinois
$405K – – –
DACG
1509
Donor Advised Charitable Giving
California
$404K -$12.6K -144 -3%
EA
1510
Eudaimonia Advisors
Tennessee
$401K -$4.1K -47 -1%
Fisher Asset Management
1511
Fisher Asset Management
Washington
$400K -$203K -2,329 -34%
WPP
1512
Whalerock Point Partners
Rhode Island
$399K +$22.9K +263 +6%
RFWA
1513
RPg Family Wealth Advisory
Massachusetts
$398K -$19.4K -200 -5%
CG
1514
Caprock Group
Idaho
$396K -$8.98K -103 -2%
AP
1515
Appleton Partners
Massachusetts
$393K +$31.8K +365 +9%
BFG
1516
Beacon Financial Group
Texas
$393K +$129K +1,472 +49%
SEP
1517
Southland Equity Partners
Missouri
$392K -$20.5K -235 -5%
AA
1518
Advisory Alpha
Michigan
$392K -$82.8K -949 -17%
KF
1519
Krilogy Financial
Missouri
$392K – – –
GI
1520
GS Investments
Minnesota
$391K -$19.7K -226 -5%
HMH
1521
Hackensack Meridian Health
New Jersey
$390K – – –
HAIM
1522
Hunter Associates Investment Management
Pennsylvania
$389K +$35.8K +411 +10%
OPWM
1523
Oxinas Partners Wealth Management
Indiana
$388K +$10.1K +116 +3%
KIA
1524
KCM Investment Advisors
California
$388K +$34.6K +397 +10%
OWA
1525
Octavia Wealth Advisors
Ohio
$388K +$38.6K +443 +11%
59 60
61
62 63