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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 %
ECM
376
Exchange Capital Management
Michigan
$11.8M +$408K +4,310 +4%
FVWA
377
Foster Victor Wealth Advisors
South Carolina
$11.8M -$105K -1,084 -0.9%
CWA
378
Core Wealth Advisors
Florida
$11.7M +$234K +2,471 +2%
SWA
379
Sax Wealth Advisors
New Jersey
$11.7M +$264K +2,786 +2%
WWA
380
WC Walker & Associates
California
$11.7M +$331K +3,235 +3%
HFRG
381
Houlihan Financial Resource Group
Virginia
$11.7M +$28.4K +290 +0.2%
Manulife (Manufacturers Life Insurance)
382
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$11.7M +$11.7M +123,396 New
Principal Financial Group
383
Principal Financial Group
Iowa
$11.6M +$148K +1,566 +1%
ZCM
384
Ziegler Capital Management
Illinois
$11.6M -$531K -5,613 -4%
EWM
385
Evermay Wealth Management
Virginia
$11.6M -$734K -7,760 -6%
VCM
386
Verde Capital Management
Michigan
$11.6M -$208K -2,194 -2%
HAS
387
Holland Advisory Services
Florida
$11.6M +$2.62M +27,649 +29%
CPIG
388
Chicago Partners Investment Group
Illinois
$11.6M +$778K +7,320 +7%
CAL
389
Capital Analysts LLC
Pennsylvania
$11.5M +$3.45M +36,417 +43%
KLI
390
Kelman-Lazarov Inc
Tennessee
$11.5M +$138K +1,461 +1%
XF
391
XML Financial
Maryland
$11.5M -$72.8K -769 -0.6%
KIG
392
Kowal Investment Group
Wisconsin
$11.5M -$14M -147,759 -55%
LBC
393
Lowe Brockenbrough & Co
Virginia
$11.5M +$309K +3,262 +3%
BFM
394
Boston Financial Management
Massachusetts
$11.4M +$389K +4,108 +4%
FCBT
395
First Citizens Bank & Trust
North Carolina
$11.4M -$1.33M -14,009 -10%
WSTAM
396
Wilbanks Smith & Thomas Asset Management
Virginia
$11.4M +$1.31M +13,848 +13%
PSIWM
397
Paradigm Strategies in Wealth Management
Minnesota
$11.3M +$991K +10,472 +10%
HCP
398
Holt Capital Partners
Texas
$11.3M +$6.9M +72,885 +158%
VBFG
399
Vishria Bird Financial Group
Tennessee
$11.2M +$27.7K +293 +0.2%
MA
400
Montag & Associates
Georgia
$11.1M +$2.15M +22,704 +24%
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