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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
+$1.53B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$533M
3
LPL Financial
LPL Financial
California
+$511M
4
Goldman Sachs
Goldman Sachs
New York
+$317M
5
UBS AM
UBS AM
Illinois
+$310M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$560M
2
HNB
Huntington National Bank
Ohio
-$248M
3
State Street
State Street
Massachusetts
-$142M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$140M
5
RC
RegentAtlantic Capital
New Jersey
-$60.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFA
501
Mayflower Financial Advisors
Massachusetts
$7.38M +$423K +4,849 +6%
CCM
502
Condor Capital Management
New Jersey
$7.38M -$27.6K -316 -0.4%
GIA
503
GHP Investment Advisors
Colorado
$7.38M -$41.3K -474 -0.6%
FNT
504
First National Trust
Pennsylvania
$7.35M +$1.57M +18,026 +27%
AF
505
Apexium Financial
Texas
$7.35M +$5.53M +63,390 +304%
PFGIA
506
Patriot Financial Group Insurance Agency
Massachusetts
$7.33M +$600K +6,885 +9%
TIM
507
Tortoise Investment Management
New York
$7.3M +$246K +2,822 +3%
KPWS
508
Kestra Private Wealth Services
Texas
$7.28M +$686K +7,870 +10%
YCM
509
Yousif Capital Management
Michigan
$7.23M +$4.05M +46,495 +128%
CWM
510
Congress Wealth Management
Massachusetts
$7.21M +$196K +2,253 +3%
SCA
511
Southern Capital Advisors
Tennessee
$7.2M +$190K +2,178 +3%
HWM
512
HighMark Wealth Management
Minnesota
$7.19M +$80.3K +923 +1%
CCA
513
Column Capital Advisors
Indiana
$7.19M – – –
1832 Asset Management
514
1832 Asset Management
Ontario, Canada
$7.14M -$170K -1,948 -2%
DCM
515
Davidson Capital Management
Texas
$7.09M -$1.74M -20,013 -20%
SWA
516
Stratos Wealth Advisors
Ohio
$7.06M +$485K +5,562 +7%
MFG
517
Merit Financial Group
Georgia
$6.97M -$1.1M -12,595 -14%
SF
518
Synovus Financial
Georgia
$6.97M +$676K +7,752 +11%
TYCC
519
Texas Yale Capital Corp
Florida
$6.85M -$36.6K -420 -0.5%
TWM
520
TMD Wealth Management
Arizona
$6.84M +$25.5K +292 +0.4%
LWA
521
Lineweaver Wealth Advisors
Ohio
$6.81M +$197K +2,262 +3%
FAM
522
Frontier Asset Management
Wyoming
$6.8M -$698K -8,002 -9%
ASFA
523
All Season Financial Advisors
Colorado
$6.74M +$2.99M +34,335 +80%
ECM
524
Evergreen Capital Management
Washington
$6.7M +$215K +2,467 +3%
LS
525
Liquid Strategies
Georgia
$6.7M -$102K -1,168 -1%
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