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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 %
TWM
476
Thrive Wealth Management
Pennsylvania
$8.92M +$8.69M +91,798 +3,762%
NPF
477
Norris Perne & French
Michigan
$8.87M +$175K +1,849 +2%
HWM
478
HB Wealth Management
Georgia
$8.84M +$592K +6,255 +7%
RA
479
RFG Advisory
Alabama
$8.84M -$377K -3,512 -4%
BWA
480
BDO Wealth Advisors
Florida
$8.83M -$6.04M -63,820 -41%
OCM
481
One Capital Management
California
$8.81M -$5.02K -53 -0.1%
PFS
482
Prospera Financial Services
Texas
$8.79M +$362K +3,823 +4%
ATC
483
Argent Trust Co
Tennessee
$8.74M +$1.77M +18,749 +25%
AF
484
Apexium Financial
Texas
$8.74M +$760K +8,028 +10%
LNC
485
Lincoln National Corp
Pennsylvania
$8.66M -$2.11M -22,269 -20%
FMN
486
Financial Management Network
California
$8.62M +$642K +6,708 +8%
CFO
487
CVA Family Office
Colorado
$8.61M -$715K -7,558 -8%
IF
488
Ironwood Financial
Arizona
$8.58M +$12.5K +132 +0.1%
FNT
489
First National Trust
Pennsylvania
$8.56M +$581K +6,134 +7%
BA
490
Bristlecone Advisors
Washington
$8.54M +$194K +2,054 +2%
CBB
491
Citizens Business Bank
California
$8.54M -$250K -2,645 -3%
EVM
492
Evelyn V. Moreno
$8.51M +$4.02M +42,497 +90%
CWM
493
Curi Wealth Management
North Carolina
$8.5M +$237K +2,502 +3%
WSFS
494
Wilmington Savings Fund Society
Delaware
$8.47M +$131K +1,385 +2%
AA
495
Ancora Advisors
Ohio
$8.47M -$261K -2,754 -3%
YCM
496
Yousif Capital Management
Michigan
$8.47M +$622K +6,570 +8%
CA
497
Cambridge Associates
Massachusetts
$8.46M +$184K +1,945 +2%
BFO
498
Boston Family Office
Massachusetts
$8.43M -$836K -8,836 -9%
FTS
499
Fifth Third Securities
Ohio
$8.43M +$2.35M +24,795 +39%
AFS
500
AFG Fiduciary Services
Massachusetts
$8.4M +$2.86M +19,095 +52%
18 19
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