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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 %
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1951
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$23.1M -250,000 Closed
E
1952
Ergoteles
New York
– -$19.7M -213,019 Closed
HF
1953
HRT Financial
New York
– -$18.4M -199,057 Closed
EFSCE
1954
Enterprise Financial Services Corp (EFSC)
Missouri
– -$18.2M -196,770 Closed
MMFA
1955
Main Management Fund Advisors
California
– -$15.9M -172,200 Closed
FZCM
1956
Flynn Zito Capital Management
New York
– -$10.8M -116,609 Closed
SAS
1957
Sage Advisory Services
Texas
– -$10.1M -109,426 Closed
ERSOT
1958
Employees Retirement System of Texas
Texas
– -$10.1M -109,050 Closed
MWM
1959
MinichMacGregor Wealth Management
New York
– -$5.57M -60,227 Closed
AWM
1960
Altus Wealth Management
Kentucky
– -$4.53M -49,000 Closed
LGA
1961
Lebenthal Global Advisors
New York
– -$4.31M -46,645 Closed
PL
1962
Polianta Ltd
Jersey
– -$3.96M -42,900 Closed
MP
1963
McDonald Partners
Ohio
– -$3.5M -37,870 Closed
Vontobel Holding
1964
Vontobel Holding
Switzerland
– -$3.41M -36,909 Closed
DFA
1965
DHK Financial Advisors
New Hampshire
– -$2.22M -23,977 Closed
GH
1966
GAM Holding
Switzerland
– -$1.91M -20,700 Closed
EFS
1967
Econ Financial Services
Pennsylvania
– -$1.85M -19,964 Closed
MSRPS
1968
Maryland State Retirement & Pension System
Maryland
– -$1.59M -17,230 Closed
TPW
1969
TL Private Wealth
Texas
– -$1.57M -16,980 Closed
CBN
1970
Cadence Bank NA
Texas
– -$1.34M -14,484 Closed
TSS
1971
Two Sigma Securities
New York
– -$1.33M -14,440 Closed
CC
1972
Cypress Capital
Tennessee
– -$1.32M -14,261 Closed
NLP
1973
Next Level Private
New York
– -$1.09M -11,795 Closed
GEM
1974
Global Endowment Management
North Carolina
– -$980K -10,600 Closed
ARC
1975
Advisor Resource Council
Texas
– -$808K -8,749 Closed
77 78
79
80 81