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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 %
Susquehanna International Group
1976
Susquehanna International Group
Pennsylvania
– -$770K -8,330 Closed
CWA
1977
Choice Wealth Advisors
Maine
– -$665K -7,194 Closed
OAM
1978
Oak Asset Management
California
– -$608K -6,579 Closed
OWA
1979
One Wealth Advisors
California
– -$596K -6,450 Closed
OMC
1980
Old Mission Capital
Illinois
– -$584K -6,324 Closed
AFM
1981
Abbot Financial Management
Massachusetts
– -$525K -5,683 Closed
CIAS
1982
CFS Investment Advisory Services
New Jersey
– -$487K -5,269 Closed
WG
1983
Welch Group
Alabama
– -$472K -5,106 Closed
MMM
1984
Mendel Money Management
Illinois
– -$379K -4,099 Closed
AWM
1985
Activest Wealth Management
Florida
– -$374K -4,044 Closed
ES
1986
Eagle Strategies
New York
– -$358K -3,879 Closed
IIA
1987
IPG Investment Advisors
California
– -$350K -3,793 Closed
ACI
1988
Alpha Cubed Investments
California
– -$350K -3,787 Closed
SFS
1989
Stiles Financial Services
Minnesota
– -$327K -3,544 Closed
AIA
1990
Angeles Investment Advisors
California
– -$322K -3,455 Closed
PG
1991
Prostatis Group
Maryland
– -$311K -3,370 Closed
AIA
1992
Avalon Investment & Advisory
Texas
– -$310K -3,358 Closed
OBWP
1993
O'Brien Wealth Partners
Massachusetts
– -$306K -3,310 Closed
PTP
1994
Platform Technology Partners
New York
– -$287K -3,105 Closed
BWA
1995
Blodgett Wealth Advisors
California
– -$267K -2,890 Closed
SPWM
1996
Schrum Private Wealth Management
Florida
– -$257K -2,782 Closed
DPI
1997
Diversified Portfolios Inc
Michigan
– -$254K -2,754 Closed
GC
1998
Gratus Capital
Georgia
– -$245K -2,647 Closed
FG
1999
Foster Group
Iowa
– -$244K -2,642 Closed
HC
2000
Hamilton Capital
Ohio
– -$241K -2,606 Closed
78 79
80
81 82