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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 %
Bank of America
1
Bank of America
North Carolina
$2.53B -$560M -6,421,807 -18%
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$2.33B -$56.8K -652 -0%
Morgan Stanley
3
Morgan Stanley
New York
$1.83B +$144M +1,651,348 +9%
Wells Fargo
4
Wells Fargo
California
$1.63B -$11.3M -129,610 -0.7%
CWA
5
CM Wealth Advisors
Ohio
$1.56B +$1.53B +1,532,442 +5,876%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$1.32B +$533M +6,110,963 +67%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$1.32B -$140M -1,605,864 -10%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$1.21B +$15.4M +176,749 +1%
LPL Financial
9
LPL Financial
California
$1.1B +$511M +5,864,431 +87%
Goldman Sachs
10
Goldman Sachs
New York
$980M +$317M +3,636,293 +48%
UBS Group
11
UBS Group
Switzerland
$819M -$10.4M -118,844 -1%
BlackRock
12
BlackRock
New York
$814M +$44.1M +506,132 +6%
FCAS
13
First Command Advisory Services
Texas
$788M +$4.26M +48,803 +0.5%
PNC Financial Services Group
14
PNC Financial Services Group
Pennsylvania
$760M +$28.4M +325,407 +4%
RJA
15
Raymond James & Associates
Florida
$643M +$23.8M +273,419 +4%
Financial Engines Advisors
16
Financial Engines Advisors
California
$621M +$4.7M +53,941 +0.8%
Ameriprise
17
Ameriprise
Minnesota
$615M +$61.5M +705,600 +11%
Northern Trust
18
Northern Trust
Illinois
$614M +$11.1M +127,246 +2%
US Bancorp
19
US Bancorp
Minnesota
$600M +$11.7M +134,421 +2%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$542M -$43.1M -493,883 -7%
Truist Financial
21
Truist Financial
North Carolina
$461M -$8.04M -92,160 -2%
GT
22
Glenmede Trust
Pennsylvania
$450M -$3.95M -45,328 -0.9%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$401M +$52.2M +598,629 +15%
NMIMC
24
Northwestern Mutual Investment Management Company
Wisconsin
$390M -$21.3M -244,285 -5%
CAM
25
Cresset Asset Management
Illinois
$367M +$514K +5,894 +0.1%
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