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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 %
GG
251
Gofen & Glossberg
Illinois
$19.1M -$275K -2,909 -1%
CM
252
Cercano Management
Washington
$18.8M +$18.8M +198,809 New
LF
253
Lee Financial
Texas
$18.7M +$1.57M +16,637 +9%
VVP
254
Venture Visionary Partners
Ohio
$18.6M +$1.41M +14,900 +8%
AAS
255
Ameritas Advisory Services
Nebraska
$18.4M +$3.46M +36,586 +23%
GRP
256
Global Retirement Partners
California
$18.4M +$860K +9,089 +5%
OA
257
Operose Advisors
Wisconsin
$18.3M +$1.22M +12,863 +7%
ASN
258
Advisory Services Network
Georgia
$18.3M +$824K +8,702 +5%
AWM
259
Abound Wealth Management
Tennessee
$18.2M +$1.2M +12,670 +7%
NW
260
NewEdge Wealth
Pennsylvania
$18.2M -$749K -7,911 -4%
ODG
261
O'Dell Group
Ohio
$18.2M +$323K +3,417 +2%
FWM
262
Fairhaven Wealth Management
Illinois
$18.1M +$121K +1,275 +0.7%
SWM
263
Stockman Wealth Management
Montana
$18.1M +$17.3M +182,489 +2,103%
DT
264
Daniels + Tansey
Delaware
$18M -$81.9K -865 -0.5%
RCA
265
Resonant Capital Advisors
Wisconsin
$17.9M +$116K +1,229 +0.7%
EC
266
Estate Counselors
Wisconsin
$17.9M -$184K -1,945 -1%
FFBTD
267
First Financial Bank - Trust Division
Ohio
$17.8M +$97.9K +1,034 +0.6%
TCM
268
Twele Capital Management
Minnesota
$17.7M -$196K -2,068 -1%
HG
269
Harbor Group
New Hampshire
$17.7M +$553K +5,841 +3%
William Blair & Company
270
William Blair & Company
Illinois
$17.7M +$1.68M +17,746 +11%
FFA
271
Fi3 Financial Advisors
Indiana
$17.6M +$4.3M +45,416 +32%
FBA
272
Front Barnett Associates
Illinois
$17.6M +$210K +2,217 +1%
FA
273
Fountainhead AM
New Jersey
$17.5M -$33.3K -352 -0.2%
MSA
274
Mason Street Advisors
Wisconsin
$17.4M -$748K -7,900 -4%
RRA
275
Round Rock Advisors
Connecticut
$17.4M +$130K +1,378 +0.8%
9 10
11
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