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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 %
Retirement Systems of Alabama
451
Retirement Systems of Alabama
Alabama
$9.72M – – –
NCM
452
Noesis Capital Mangement
Florida
$9.67M -$247K -2,612 -2%
CAC
453
Certified Advisory Corp
Florida
$9.63M +$41.6K +440 +0.4%
EL
454
EQ LLC
Washington
$9.59M -$127K -1,341 -1%
MFC
455
Morris Financial Concepts
South Carolina
$9.52M +$1.28M +13,499 +15%
IAN
456
Integrated Advisors Network
Texas
$9.49M -$686K -7,251 -7%
HI
457
Human Investing
Oregon
$9.41M -$297K -3,140 -3%
LIA
458
LS Investment Advisors
Michigan
$9.39M -$958K -10,119 -9%
MCC
459
Money Concepts Capital
Florida
$9.38M +$264K +2,788 +3%
LFS
460
Legacy Financial Strategies
Kansas
$9.37M +$226K +2,385 +2%
LRWA
461
Long Run Wealth Advisors
New York
$9.37M +$150K +1,590 +2%
STA
462
Summit Trail Advisors
New York
$9.36M +$94.4K +997 +1%
LWANC
463
Laurel Wealth Advisors (North Carolina)
North Carolina
$9.35M +$600K +6,342 +7%
BOH
464
Bank of Hawaii
Hawaii
$9.32M -$1.33K -14 -0%
FWM
465
FFT Wealth Management
Pennsylvania
$9.3M +$151K +1,594 +2%
CPW
466
Crestmont Private Wealth
Texas
$9.2M -$76.5K -808 -0.8%
BRWA
467
B. Riley Wealth Advisors
Florida
$9.19M +$553K +5,841 +6%
RWA
468
Ropes Wealth Advisors
Massachusetts
$9.17M -$213K -2,253 -2%
PFM
469
Parsec Financial Management
North Carolina
$9.11M +$683K +7,212 +8%
ACA
470
Affinity Capital Advisors
California
$9.08M -$213K -2,251 -2%
SWA
471
Stratos Wealth Advisors
Ohio
$9.08M +$1.41M +14,914 +18%
GCA
472
Greenwood Capital Associates
South Carolina
$9M -$123K -1,300 -1%
LPAM
473
Lodestar Private Asset Management
California
$8.97M +$8.97M +94,746 New
SDAM
474
Shulman DeMeo Asset Management
New York
$8.95M +$44.1K +466 +0.5%
PAI
475
Pittenger & Anderson Inc
Nebraska
$8.94M +$3.22M +34,038 +56%
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