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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 %
PG
426
Proffitt & Goodson
Tennessee
$10.6M +$2.53M +26,773 +31%
LC
427
LTG Capital
Massachusetts
$10.6M +$9.84M +103,941 +1,309%
EWA
428
Encompass Wealth Advisors
Oregon
$10.6M -$199K -2,098 -2%
RIM
429
Redwood Investment Management
Arizona
$10.6M +$10.6M +111,474 New
CWM
430
Cranbrook Wealth Management
Michigan
$10.5M -$1.7M -17,962 -14%
TCM
431
Towercrest Capital Management
Pennsylvania
$10.5M +$129K +1,362 +1%
B
432
Bailard
California
$10.5M -$58.3K -616 -0.6%
NFG
433
Nations Financial Group
Iowa
$10.4M -$2.88M -30,439 -22%
IWS
434
Insight Wealth Strategies
California
$10.4M -$918K -9,695 -8%
KPWG
435
KFA Private Wealth Group
Virginia
$10.3M -$1.13M -11,945 -10%
HCM
436
Hudson Capital Management
New Jersey
$10.3M +$432K +4,564 +4%
CIM
437
CIM Investment Management
Pennsylvania
$10.2M -$31.3K -331 -0.3%
RSWM
438
Robertson Stephens Wealth Management
California
$10.2M +$1.42M +15,027 +16%
GC
439
Grimes & Company
Massachusetts
$10.2M -$1.03M -10,866 -9%
NL
440
Navalign LLC
California
$10.2M -$721K -7,618 -7%
PHAM
441
Palisades Hudson Asset Management
Florida
$10.1M +$82.3K +870 +0.8%
PAM
442
Peninsula Asset Management
Florida
$10.1M -$212K -2,245 -2%
TCA
443
Trifecta Capital Advisors
Illinois
$10.1M +$10.1M +106,385 New
GSIS
444
Global Strategic Investment Solutions
Arizona
$9.98M +$12.2K +129 +0.1%
FBT
445
First Bank & Trust
South Dakota
$9.95M +$84.9K +897 +0.9%
RWB
446
RMR Wealth Builders
New Jersey
$9.94M +$383K +4,044 +4%
FCA
447
FinTrust Capital Advisors
South Carolina
$9.94M +$49.3K +521 +0.5%
SGI
448
Summit Global Investments
Utah
$9.9M -$153K -1,620 -2%
MWM
449
Marietta Wealth Management
Georgia
$9.79M -$156K -1,647 -2%
SBL
450
Sargent Bickham Lagudis
Colorado
$9.76M -$722K -7,631 -7%
16 17
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