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

Top Sellers

1
Bank of America
Bank of America
North Carolina
$2.53B
2
HNB
Huntington National Bank
Ohio
$228M
3
State Street
State Street
Massachusetts
$41.1M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$1.32B
5
RC
RegentAtlantic Capital
New Jersey
$6.64M
Name Holding Trade Value Shares
Change 		Shares
Change %
DAC
1801
Dividend Assets Capital
South Carolina
$131K -$7.12K -82 -5%
SSG
1802
Summit Securities Group
New York
$131K +$131K +1,500 New
MCM
1803
MV Capital Management
Maryland
$130K +$7.35K +84 +6%
BL
1804
Balentine LLC
Georgia
$129K +$609 +7 +0.5%
CCP
1805
Clarkston Capital Partners
Michigan
$126K – – –
FRA
1806
Front Row Advisors
California
$124K – – –
WWM
1807
Wagner Wealth Management
South Carolina
$122K – – –
GM
1808
GeoWealth Management
Illinois
$115K -$15.2K -173 -12%
LB
1809
Legacy Bridge
Iowa
$113K – – –
AWM
1810
Aspire Wealth Management
Massachusetts
$113K +$103K +1,191 +1,083%
SC
1811
Siena Capital
Ohio
$112K – – –
SWM
1812
Sugarloaf Wealth Management
Georgia
$111K – – –
GIP
1813
Granite Investment Partners
California
$111K – – –
EK
1814
Evensky & Katz
Florida
$109K – – –
OSAM
1815
O'Shaughnessy Asset Management
Connecticut
$108K -$5.64K -65 -5%
PSB
1816
Piscataqua Savings Bank
New Hampshire
$106K -$8.69K -100 -8%
MFA
1817
McClarren Financial Advisors
Pennsylvania
$103K +$103K +1,188 New
RG
1818
Retirement Group
California
$102K -$65.1K -746 -39%
MCM
1819
Manchester Capital Management
Vermont
$102K – – –
BONH
1820
Bank of New Hampshire
New Hampshire
$101K -$4.99K -57 -5%
PAIM
1821
Punch & Associates Investment Management
Minnesota
$101K – – –
MBFW
1822
Morton Brown Family Wealth
Pennsylvania
$99K -$9.81K -113 -9%
RWA
1823
RGT Wealth Advisors
Texas
$98K +$19.3K +221 +25%
TAIM
1824
TD Ameritrade Investment Management
Nebraska
$94K -$3.48K -40 -4%
EWM
1825
Endurance Wealth Management
Rhode Island
$93K -$7.42K -85 -7%
71 72
73
74 75