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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
1
Arete Wealth Advisors
Illinois
$4.95B
2
CCMG
2
Clark Capital Management Group
Pennsylvania
$118M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$183M
4
US Bancorp
4
US Bancorp
Minnesota
$714M
5
Creative Planning
5
Creative Planning
Kansas
$165M

Top Sellers

1
UBS AM
1
UBS AM
Illinois
$0
2
HNB
2
Huntington National Bank
Ohio
$247M
3
Goldman Sachs
3
Goldman Sachs
New York
$880M
4
CWA
4
CM Wealth Advisors
Ohio
$1.69M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$1.36B
Name Holding Trade Value Shares
Change 		Shares
Change %
Baird Financial Group
26
Baird Financial Group
Wisconsin
$365M -$8.83M -93,251 -2%
KeyBank National Association
27
KeyBank National Association
Ohio
$345M +$3.79M +39,994 +1%
RFC
28
Regions Financial Corp
Alabama
$330M +$903K +9,537 +0.3%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$309M +$10.4M +109,437 +3%
CAM
30
Cresset Asset Management
Illinois
$294M +$5.3M +77,378 +2%
Fifth Third Bancorp
31
Fifth Third Bancorp
Ohio
$269M +$23.8M +251,212 +10%
MRC
32
Millburn Ridgefield Corp
New York
$269M +$22.1M +233,628 +9%
CCA
33
Catalyst Capital Advisors
New York
$269M +$22.1M +233,628 +9%
Osaic Holdings
34
Osaic Holdings
Arizona
$258M +$4.65M +49,142 +2%
HNB
35
Huntington National Bank
Ohio
$247M -$228M – –
HighTower Advisors
36
HighTower Advisors
Illinois
$236M +$26.3M +278,127 +13%
AA
37
Alesco Advisors
New York
$229M +$6.68M +70,623 +3%
PFO
38
Pathstone Family Office
New Jersey
$205M +$3.95M +41,572 +2%
HTC
39
Haverford Trust Company
Pennsylvania
$198M +$658K +6,950 +0.3%
Members Trust
40
Members Trust
Florida
$190M +$2.25M +23,809 +1%
UCFA
41
United Capital Financial Advisors
Texas
$189M +$9.66M +102,111 +5%
AA
42
Acorns Advisers
California
$189M +$7.02M +74,191 +4%
JPMorgan Chase & Co
43
JPMorgan Chase & Co
New York
$183M +$79M +835,175 +76%
Creative Planning
44
Creative Planning
Kansas
$165M +$62M +655,524 +60%
Bank of Montreal
45
Bank of Montreal
Ontario, Canada
$163M -$6.33M -64,811 -4%
HI
46
Horizon Investments
North Carolina
$157M +$30.1M +317,551 +24%
NFA
47
Nationwide Fund Advisors
Ohio
$150M -$7.34M -77,543 -5%
Janney Montgomery Scott
48
Janney Montgomery Scott
Pennsylvania
$147M -$5.52M -58,341 -4%
M&T Bank
49
M&T Bank
New York
$135M +$10.9M +115,042 +9%
WANY
50
Wealthspire Advisors (New York)
New York
$133M +$3.7M +39,145 +3%
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