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iShares Core S&P Small-Cap ETF
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Overview Fund Activity

2,127 hedge funds and large institutions have $50.3B invested in iShares Core S&P Small-Cap ETF in 2022 Q4 according to their latest regulatory filings, with 283 funds opening new positions, 868 increasing their positions, 789 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,127
Holders Change
+184
Holders Change %
+9.47%
% of All Funds
34.32%
Holding in Top 10
350
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+5.11%
% of All Funds
5.65%
New
283
Increased
868
Reduced
789
Closed
58
Calls
$24.7M
Puts
$7.81M
Net Calls
+$16.9M
Net Calls Change
+$11.7M

Top Buyers

1
AWA
Arete Wealth Advisors
Illinois
$4.95B
2
CCMG
Clark Capital Management Group
Pennsylvania
$118M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$183M
4
US Bancorp
US Bancorp
Minnesota
$714M
5
Creative Planning
Creative Planning
Kansas
$165M

Top Sellers

1
UBS AM
UBS AM
Illinois
$0
2
HNB
Huntington National Bank
Ohio
$247M
3
Goldman Sachs
Goldman Sachs
New York
$880M
4
CWA
CM Wealth Advisors
Ohio
$1.69M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.36B
Name Holding Trade Value Shares
Change 		Shares
Change %
CFO
226
Colony Family Offices
North Carolina
$22.2M +$2.3M +24,349 +12%
QCG
227
Quadrant Capital Group
Ohio
$22.1M +$1.53M +16,131 +7%
IWC
228
Integrated Wealth Concepts
Massachusetts
$21.6M -$543K -5,736 -2%
FA
229
Flagstar Advisors
New York
$21.4M -$188K -1,982 -0.9%
PGFC
230
Peapack-Gladstone Financial Corp
New Jersey
$21.3M +$14.8M +156,420 +229%
NA
231
NewEdge Advisors
Louisiana
$21.2M -$1.92M -43,504 -8%
BPA
232
Beacon Pointe Advisors
California
$21M +$969K +10,240 +5%
SPP
233
Single Point Partners
Massachusetts
$21M -$1.05M -11,053 -5%
FFS
234
Founders Financial Securities
Maryland
$21M +$1.49M +15,727 +8%
FHB
235
First Hawaiian Bank
Hawaii
$20.9M -$98.8K -1,044 -0.5%
VCM
236
Vision Capital Management
Oregon
$20.8M +$237K +2,505 +1%
SB
237
Simmons Bank
Arkansas
$20.7M +$323K +3,410 +2%
MW
238
MBL Wealth
North Carolina
$20.7M +$864K +9,131 +4%
AWA
239
Alaska Wealth Advisors
Alaska
$20.6M +$85.7K +906 +0.4%
JIC
240
Johnson Investment Counsel
Ohio
$20.5M +$1.41M +14,883 +7%
WJA
241
Willis Johnson & Associates
Texas
$20.5M +$541K +5,714 +3%
TFO
242
Tarbox Family Office
California
$20.3M +$1.21M +12,773 +6%
BHWM
243
Bar Harbor Wealth Management
New Hampshire
$20.2M -$165K -1,748 -0.8%
SMC
244
Smith, Moore & Co
Missouri
$20.1M +$583K +6,162 +3%
TGAM
245
TBH Global Asset Management
Tennessee
$20.1M +$5.64M +59,596 +39%
MLFP
246
MPS Loria Financial Planners
Illinois
$20M +$2.66M +28,147 +15%
1SB
247
1ST Source Bank
Indiana
$19.7M +$5.89M +62,287 +43%
SFS
248
Summit Financial Strategies
Ohio
$19.5M -$62.3K -658 -0.3%
CMA
249
Cedar Mountain Advisors
Oregon
$19.4M -$271K -2,864 -1%
CWA
250
CJM Wealth Advisers
Virginia
$19.4M +$690K +7,287 +4%
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