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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 %
COPPSERS
301
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$15.4M -$34.1M -360,421 -69%
PMG
302
ProVise Management Group
Florida
$15.4M +$257K +2,716 +2%
BWM
303
Baron Wealth Management
Michigan
$15.3M +$15.3M +161,571 New
ETS
304
ESL Trust Services
New York
$15.3M +$70.3K +743 +0.5%
ATPW
305
Ashton Thomas Private Wealth
Arizona
$15.1M +$138K +1,455 +0.9%
FHC
306
Fort Henry Capital
West Virginia
$15M +$330K +3,490 +2%
FAM
307
Frontier Asset Management
Wyoming
$15M +$7.61M +80,380 +103%
FNBT
308
FineMark National Bank & Trust
Florida
$15M +$4.52M +47,760 +43%
CIBC Private Wealth Group
309
CIBC Private Wealth Group
Georgia
$14.9M -$378K -9,236 -2%
KWMG
310
King Wealth Management Group
Florida
$14.9M +$25.1K +265 +0.2%
LP
311
LGL Partners
Pennsylvania
$14.8M +$1.4M +14,784 +10%
SL
312
Salomon & Ludwin
Virginia
$14.8M -$1.23M -12,974 -8%
BSSFA
313
Baron Silver Stevens Financial Advisors
Florida
$14.7M +$203K +2,149 +1%
RFP
314
Roth Financial Partners
Texas
$14.7M +$107K +1,135 +0.7%
WA
315
Watchtower Advisors
Connecticut
$14.7M +$14.7M +154,907 New
HSA
316
HBK Sorce Advisory
Pennsylvania
$14.6M +$6.54M +69,089 +81%
BFG
317
Bleakley Financial Group
New Jersey
$14.4M +$14.4M +152,080 New
CB
318
Community Bank
New York
$14.4M +$1.44M +15,198 +11%
CA
319
Clearstead Advisors
Ohio
$14.3M +$2.4M +25,309 +20%
NEPPG
320
New England Professional Planning Group
Rhode Island
$14.3M +$124K +1,312 +0.9%
WAP
321
Wealthcare Advisory Partners
Pennsylvania
$14.2M +$2.19M +23,106 +18%
MCM
322
Monument Capital Management
Virginia
$14.1M -$2.41M -25,422 -15%
PWM
323
Perigon Wealth Management
California
$14.1M +$8.47M +89,453 +151%
SAM
324
Summit Asset Management
Tennessee
$14M -$50.1K -529 -0.4%
BWM
325
BerganKDV Wealth Management
Minnesota
$13.9M +$74.5K +787 +0.5%
11 12
13
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