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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
+$1.45B
2
CCMG
Clark Capital Management Group
Pennsylvania
+$118M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$79M
4
US Bancorp
US Bancorp
Minnesota
+$62.5M
5
Creative Planning
Creative Planning
Kansas
+$62M

Top Sellers

1
UBS AM
UBS AM
Illinois
-$310M
2
HNB
Huntington National Bank
Ohio
-$228M
3
Goldman Sachs
Goldman Sachs
New York
-$183M
4
CWA
CM Wealth Advisors
Ohio
-$146M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$78.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
PSCM
351
Per Stirling Capital Management
Texas
$13M +$13M +136,888 New
PFA
352
Pettinga Financial Advisors
Indiana
$12.9M -$1.11M -11,716 -8%
WH
353
Whitcomb & Hess
Ohio
$12.9M +$111K +1,176 +0.9%
TCOV
354
Trust Company of Vermont
Vermont
$12.8M +$154K +1,623 +1%
TWM
355
Tradition Wealth Management
Minnesota
$12.8M +$1.72M +18,162 +16%
TWP
356
Transparent Wealth Partners
Arkansas
$12.7M +$590K +6,235 +5%
AC
357
Asio Capital
Kentucky
$12.7M +$3.02M +31,909 +31%
NYLIM
358
New York Life Investment Management
New York
$12.7M +$1.52M +16,021 +14%
LIA
359
LBMC Investment Advisors
Tennessee
$12.5M -$905K -9,558 -7%
CFG
360
Compton Financial Group
Maryland
$12.5M +$201K +2,124 +2%
HR
361
Hardy Reed
Mississippi
$12.5M – – –
PFP
362
Pinnacle Financial Partners
Tennessee
$12.4M -$136K -1,442 -1%
JFA
363
JNBA Financial Advisors
Minnesota
$12.4M -$61.5K -650 -0.5%
AI
364
Atria Investments
North Carolina
$12.2M -$1.27M -13,378 -9%
CTC
365
Central Trust Company
Missouri
$12.2M -$550K -5,816 -4%
GPA
366
Guidance Point Advisors
Massachusetts
$12.2M +$773K +8,167 +7%
IA
367
IFP Advisors
Florida
$12M -$5.85M -69,359 -33%
FANJ
368
Financial Architects (New Jersey)
New Jersey
$12M +$40.5K +428 +0.3%
CCA
369
Cora Capital Advisors
New Jersey
$12M +$12M +126,829 New
BWIA
370
Bryant Woods Investment Advisors
New York
$12M +$393K +4,149 +3%
MSA
371
Marino Stram & Associates
Massachusetts
$12M +$33.7K +356 +0.3%
TPCW
372
TD Private Client Wealth
New York
$12M +$614K +6,490 +5%
EIG
373
Ellenbecker Investment Group
Wisconsin
$11.9M -$174K -1,837 -1%
DWA
374
Divergent Wealth Advisors
Utah
$11.9M -$20.8K -220 -0.2%
RDFA
375
Ritter Daniher Financial Advisory
Ohio
$11.9M +$6.04M +63,862 +103%
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