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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
1
CM Wealth Advisors
Ohio
$1.56B
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$1.32B
3
LPL Financial
3
LPL Financial
California
$1.1B
4
Goldman Sachs
4
Goldman Sachs
New York
$980M
5
UBS AM
5
UBS AM
Illinois
$310M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$2.53B
2
HNB
2
Huntington National Bank
Ohio
$228M
3
State Street
3
State Street
Massachusetts
$41.1M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.32B
5
RC
5
RegentAtlantic Capital
New Jersey
$6.64M
Name Holding Trade Value Shares
Change 		Shares
Change %
MPWT
151
MassMutual Private Wealth & Trust
Connecticut
$32M -$1.01M -11,634 -3%
LWMT
152
Legacy Wealth Management (Tennessee)
Tennessee
$31.9M +$1.45M +16,645 +5%
MWM
153
Mission Wealth Management
California
$31.3M -$337K -3,869 -1%
OCG
154
Opus Capital Group
Ohio
$30.2M +$2.36M +27,021 +8%
GBT
155
Grove Bank & Trust
Florida
$30.2M -$461K -5,288 -2%
Lazard Asset Management
156
Lazard Asset Management
New York
$30M -$2.04M -23,381 -6%
LSAG
157
Lake Street Advisors Group
New Hampshire
$29.8M +$8.9M +102,084 +43%
BCM
158
Brookstone Capital Management
Illinois
$29.3M -$1.03M -11,594 -3%
AFG
159
Albion Financial Group
Utah
$29.2M +$265K +3,043 +0.9%
WPA
160
West Paces Advisors
Georgia
$29.2M +$1.68M +19,321 +6%
ECG
161
Edge Capital Group
Georgia
$28.9M +$28.8M +330,769 +32,847%
CCM
162
Covington Capital Management
California
$28.8M -$168K -1,930 -0.6%
JWA
163
JFS Wealth Advisors
Pennsylvania
$28.6M +$421K +4,827 +1%
Allspring Global Investments
164
Allspring Global Investments
North Carolina
$27.5M -$6.46M -74,121 -19%
GW
165
GW & Wade
Massachusetts
$27.4M +$2.09M +23,947 +8%
AllianceBernstein
166
AllianceBernstein
Tennessee
$26.7M +$3.85M +44,205 +17%
BFPW
167
BOK Financial Private Wealth
Colorado
$26.6M +$1.8M +20,689 +7%
PA
168
Planning Alternatives
Michigan
$26.5M +$242K +2,773 +0.9%
AF
169
Allworth Financial
California
$26.4M +$1.6M +18,363 +6%
CWM
170
Cahaba Wealth Management
Georgia
$26.4M +$753K +8,641 +3%
HWA
171
HCR Wealth Advisors
California
$26.2M -$921K -10,564 -3%
RWM
172
RKL Wealth Management
Pennsylvania
$26.2M +$780K +8,949 +3%
EH
173
Equitable Holdings
New York
$26.1M +$4.85M +55,631 +23%
AIA
174
Ally Invest Advisors
North Carolina
$26.1M +$426K +4,888 +2%
CCA
175
Conservest Capital Advisors
Pennsylvania
$26M -$26.8M -290,405 Closed
5 6
7
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