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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 %
SIS
1926
Sound Income Strategies
Florida
$3K -$29.8K -397 -91%
OAJ
1927
Ogorek Anthony Joseph
New York
$3K – – –
WAM
1928
Worth Asset Management
Texas
$3K – – –
SIC
1929
SJS Investment Consulting
Ohio
$3K +$3K +32 New
NDSI
1930
Newman Dignan & Sheerar Inc
Rhode Island
$2.69K -$89 -1,016 -3%
WAM
1931
WFA Asset Management
Wisconsin
$2.36K +$2.36K +27 New
GG
1932
Gleason Group
Kentucky
$2K -$8.35K -71 -81%
HI
1933
Hoey Investments
Pennsylvania
$2K – – –
HFM
1934
Hartford Financial Management
Connecticut
$2K – – –
TVWM
1935
Tower View Wealth Management
Wisconsin
$2K – – –
EA
1936
Evolution Advisers
Virginia
$2K – – –
BIM
1937
Baldwin Investment Management
Pennsylvania
$1.64K -$105 -1,200 -6%
MOS
1938
MGO One Seven
Ohio
$1.54K +$125 +1,322 +9%
FHC
1939
First Heartland Consultants
Missouri
$1.47K +$217 +2,496 +17%
HFS
1940
Hantz Financial Services
Michigan
$1K – – –
IFAM
1941
Institutional & Family Asset Management
Colorado
$1K – – –
GWM
1942
Guardian Wealth Management
Illinois
$1K +$1K +17 New
ACA
1943
Atlas Capital Advisors
Wyoming
$610 -$349 -4 -36%
PWP
1944
Principle Wealth Partners
Connecticut
$491 +$182 +2,082 +59%
FGAM
1945
Financial Gravity Asset Management
Texas
$11 -$1 -5 -5%
AAM
1946
Alphadyne Asset Management
New York
– -$45M -486,771 Closed
SRG
1947
SBB Research Group
Illinois
– -$27.9M -302,135 Closed
CCWA
1948
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
– -$26.5M -286,495 Closed
MM
1949
Main Management
California
– -$24M -260,236 Closed
MMEA
1950
Main Management ETF Advisors
California
– -$23.9M -258,640 Closed
76 77
78
79 80