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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 %
JWM
2001
JFG Wealth Management
Colorado
– -$237K -2,574 Closed
SWIM
2002
Smallwood Wealth Investment Management
New Jersey
– -$237K -2,570 Closed
FSG
2003
Financial Strategies Group
Michigan
– -$232K -2,516 Closed
BMWM
2004
Brown Miller Wealth Management
Virginia
– -$229K -2,480 Closed
WAM
2005
Weatherly Asset Management
California
– -$225K -2,432 Closed
GG
2006
GenWealth Group
New Jersey
– -$223K -2,413 Closed
SLG
2007
Stanley-Laman Group
Pennsylvania
– -$219K -2,370 Closed
MSCM
2008
McElhenny Sheffield Capital Management
Texas
– -$218K -2,354 Closed
CWA
2009
Clarity Wealth Advisors
California
– -$215K -2,333 Closed
OWM
2010
OneAscent Wealth Management
Alabama
– -$216K -2,332 Closed
TCWM
2011
Total Clarity Wealth Management
Illinois
– -$214K -2,316 Closed
SWA
2012
SFMG Wealth Advisors
Texas
– -$213K -2,310 Closed
BG
2013
Benedetti & Gucer
Georgia
– -$214K -2,308 Closed
MCWA
2014
Meadow Creek Wealth Advisors
Georgia
– -$213K -2,306 Closed
WAOTB
2015
Wealth Advisors of Tampa Bay
Florida
– -$212K -2,298 Closed
LA
2016
Lifeworks Advisors
Michigan
– -$212K -2,297 Closed
CA
2017
Carson Advisory
Georgia
– -$212K -2,294 Closed
LSA
2018
Lion Street Advisors
Texas
– -$260K -2,293 Closed
FFM
2019
Forum Financial Management
Illinois
– -$210K -2,268 Closed
TT
2020
TI-Trust
Illinois
– -$207K -2,241 Closed
MWA
2021
Meridian Wealth Advisors
Texas
– -$206K -2,233 Closed
RCG
2022
Resource Consulting Group
Florida
– -$206K -2,228 Closed
RRC
2023
Relaxing Retirement Coach
Massachusetts
– -$206K -2,226 Closed
TAM
2024
Tealwood Asset Management
Minnesota
– -$205K -2,223 Closed
SCM
2025
Schnieders Capital Management
California
– -$204K -2,206 Closed
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81
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