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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 %
MCIA
501
Mountain Capital Investment Advisors
Colorado
$8.38M -$524K -5,331 -6%
ISB
502
Iowa State Bank
Iowa
$8.38M +$230K +2,434 +3%
PFGIA
503
Patriot Financial Group Insurance Agency
Massachusetts
$8.38M +$425K +4,493 +5%
MFA
504
Mayflower Financial Advisors
Massachusetts
$8.38M +$362K +3,830 +5%
TIM
505
Tortoise Investment Management
New York
$8.37M +$444K +4,693 +6%
LA
506
Legacy Advisors
Pennsylvania
$8.33M +$3.27M +34,533 +65%
OPS
507
Orion Portfolio Solutions
Nebraska
$8.31M -$1.74M -18,416 -17%
PA
508
Parallel Advisors
California
$8.28M -$9.71M -102,556 -54%
SWM
509
Spire Wealth Management
Virginia
$8.24M -$182K -1,928 -2%
OFG
510
Omega Financial Group
California
$8.18M -$1.15M -12,079 -12%
CPC
511
Consolidated Planning Corp
Georgia
$8.17M +$4.01M +42,382 +96%
AAS
512
Annex Advisory Services
Wisconsin
$8.17M -$13.2M -139,291 -62%
MG
513
Mather Group
Illinois
$8.17M +$53.9K +570 +0.7%
CCM
514
Condor Capital Management
New Jersey
$8.17M +$155K +1,634 +2%
CG
515
CFO4Life Group
Texas
$8.12M -$309K -3,264 -4%
C
516
CFO4Life
Texas
$8.12M +$8.12M +85,769 New
GIA
517
GHP Investment Advisors
Colorado
$8.11M +$101K +1,063 +1%
RC
518
Rovin Capital
Arizona
$8.09M -$2.39M -25,216 -23%
PCA
519
Personal Capital Advisors
California
$8.05M +$1.71M +18,104 +27%
CFP
520
Catalyst Financial Partners
Massachusetts
$7.99M +$7.99M +84,378 New
NAG
521
Northstar Advisory Group
New Jersey
$7.98M +$2.1M +22,234 +36%
CCM
522
Canal Capital Management
Virginia
$7.94M -$195K -2,059 -2%
CWM
523
Congress Wealth Management
Massachusetts
$7.94M +$111K +1,171 +1%
PFG
524
Pacific Financial Group
Washington
$7.94M -$78.3K -827 -1%
EWA
525
EP Wealth Advisors
California
$7.92M -$472K -4,986 -6%
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