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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 %
PP
276
Pegasus Partners
Wisconsin
$17.2M +$4.47M +47,276 +35%
EWM
277
Executive Wealth Management
Michigan
$17.1M +$15.2M +160,623 +788%
KIM
278
Karpus Investment Management
New York
$17.1M +$17.1M +180,200 New
WP
279
WealthSource Partners
California
$17M -$1.91M -20,223 -10%
LPT
280
Legacy Private Trust
Wisconsin
$17M -$7.34M -77,558 -30%
CAG
281
Crestwood Advisors Group
Massachusetts
$16.9M -$690K -7,294 -4%
AWM
282
Avior Wealth Management
Nebraska
$16.8M -$1.33M -14,037 -7%
RVPG
283
Relative Value Partners Group
$16.8M +$1.85M +19,527 +12%
TWM
284
Tanglewood Wealth Management
Texas
$16.8M +$16.8M +177,036 New
Mirae Asset Global Investments
285
Mirae Asset Global Investments
South Korea
$16.8M +$4.35M +46,000 +35%
FMWA
286
Forvis Mazars Wealth Advisors
Missouri
$16.7M -$3.62M -38,206 -18%
CFGS
287
Concourse Financial Group Securities
Alabama
$16.7M -$852K -8,998 -5%
NC
288
NewSquare Capital
Pennsylvania
$16.7M -$308K -3,254 -2%
GL
289
Graypoint LLC
New York
$16.6M -$1.52M -16,077 -8%
CA
290
Cornerstone Advisory
Maryland
$16.6M +$9.62M +101,643 +138%
PWMAG
291
Pinnacle Wealth Management Advisory Group
New Jersey
$16.4M +$3.18M +33,581 +24%
AWE
292
Avidian Wealth Enterprises
Texas
$16.4M -$1.21M -12,832 -7%
CS
293
Credit Suisse
Switzerland
$16.3M +$692K +7,308 +4%
CS
294
Comerica Securities
Michigan
$16.3M -$983K -10,387 -6%
LFS
295
Lutz Financial Services
Nebraska
$16.1M +$87.2K +921 +0.5%
GGS
296
Galvin Gaustad & Stein
Arizona
$15.7M +$633K +6,689 +4%
T
297
TrueFG
Texas
$15.7M +$419K +4,432 +3%
ST
298
Smithfield Trust
Pennsylvania
$15.6M +$1.27M +13,373 +9%
AF
299
Affiance Financial
Minnesota
$15.6M -$2.29M -24,220 -13%
JA
300
JVL Associates
Michigan
$15.5M -$62.8K -664 -0.4%
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