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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 %
Fiera Capital (Canada)
176
Fiera Capital (Canada)
Quebec, Canada
$25.6M -$3.3M -37,896 -11%
I
177
INVST
Indiana
$25.5M +$1.08M +12,117 +4%
ERWM
178
Elk River Wealth Management
Colorado
$25.1M +$2.07M +23,717 +9%
CIA
179
Capital Investment Advisors
Georgia
$24.8M -$250K -2,867 -1%
HW
180
Hancock Whitney
Mississippi
$24.8M +$961K +11,027 +4%
MCWS
181
McKinley Carter Wealth Services
West Virginia
$24.7M +$539K +6,180 +2%
BP
182
Ballentine Partners
Massachusetts
$24.2M +$142K +1,628 +0.6%
FDCDDQ
183
Federation des caisses Desjardins du Quebec
Quebec, Canada
$24.2M +$5.67M +65,056 +31%
CTA
184
Chesley Taft & Associates
Illinois
$23.8M -$86.4K -991 -0.4%
CW
185
Connectus Wealth
Ohio
$23.8M -$3.96M -45,408 -14%
FMC
186
First Merchants Corp
Indiana
$23.6M +$2.13M +24,468 +10%
HL
187
HeadInvest LLC
Maine
$23.5M +$62.7K +719 +0.3%
KIG
188
Kowal Investment Group
Wisconsin
$23.5M -$1.51M -17,281 -6%
GLLW
189
Graves Light Lenhart Wealth
Virginia
$23.3M +$1.94M +22,243 +9%
CAAS
190
Capital Asset Advisory Services
Michigan
$23.3M -$3.63M -41,648 -13%
SFG
191
Sage Financial Group
Pennsylvania
$23.1M +$562K +6,446 +2%
AF
192
Ally Financial
Michigan
$22.8M – – –
SPC
193
Sigma Planning Corp
Michigan
$22.7M +$849K +9,742 +4%
CAI
194
Capital Advisors Inc
Oklahoma
$22.5M -$77.8K -872 -0.3%
MERSOM
195
Municipal Employees' Retirement System of Michigan
Michigan
$22.5M – – –
LPT
196
Legacy Private Trust
Wisconsin
$22.4M +$1.33M +15,272 +6%
HI
197
Hudock Inc
Pennsylvania
$22.4M +$725K +8,319 +3%
DADC
198
D.A. Davidson & Co
Montana
$22.4M +$1.82M +20,918 +9%
MA
199
MCF Advisors
Kentucky
$22M +$244K +2,793 +1%
MFG
200
Magnus Financial Group
New York
$21.9M +$931K +10,676 +4%
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