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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 %
MCA
1751
Maryland Capital Advisors
Maryland
$208K -$436 -5 -0.2%
JLBC
1752
J.L. Bainbridge & Co
Florida
$208K +$4.36K +50 +2%
MFG
1753
MidWestOne Financial Group
Iowa
$208K +$208K +2,380 New
CWP
1754
Concord Wealth Partners
Virginia
$207K -$19K -218 -8%
LG
1755
Leuthold Group
Minnesota
$207K -$12.4K -142 -6%
PP
1756
Patten & Patten
Tennessee
$207K – – –
CPSC
1757
Carl P. Sherr & Co
Massachusetts
$207K +$5.85K +67 +3%
ACM
1758
Argent Capital Management
Missouri
$206K -$109K -1,246 -35%
SPI
1759
Sutton Place Investors
New York
$206K +$206K +2,357 New
SWMP
1760
Signature Wealth Management Partners
New Jersey
$205K -$21.9K -251 -10%
PRWA
1761
Platte River Wealth Advisors
Colorado
$205K – – –
CIS
1762
Connors Investor Services
Pennsylvania
$205K – – –
3LCM
1763
3D/L Capital Management
Connecticut
$205K +$205K +2,355 New
FIM
1764
Freedom Investment Management
Connecticut
$205K +$205K +2,349 New
VWA
1765
Visionary Wealth Advisors
Illinois
$204K -$27.4K -315 -12%
CWP
1766
Corepath Wealth Partners
Arizona
$204K – – –
SIG
1767
Stonegate Investment Group
Alabama
$204K +$9.06K +104 +5%
AWM
1768
Aberdeen Wealth Management
Illinois
$203K – – –
IAG
1769
Investmark Advisory Group
Connecticut
$203K +$4.44K +51 +2%
PWS
1770
Peterson Wealth Services
Utah
$203K +$7.32K +84 +4%
JWM
1771
JGP Wealth Management
Oregon
$202K +$268 +3 +0.1%
VWA
1772
VERITY Wealth Advisors
United States
$202K +$202K +2,314 New
SMH
1773
Sanders Morris Harris
Texas
$201K – – –
TWA
1774
Tillar-Wenstrup Advisors
Ohio
$201K +$201K +2,300 New
NCM
1775
Northwest Capital Management
Oregon
$201K +$201K +2,302 New
69 70
71
72 73