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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 %
BFEC
526
Benjamin F. Edwards & Company
Missouri
$7.89M +$633K +6,690 +9%
FG
527
Fiduciary Group
Georgia
$7.88M +$580K +6,129 +8%
PAG
528
Private Advisor Group
New Jersey
$7.86M +$592K +35,348 +8%
NFC
529
Northeast Financial Consultants
Connecticut
$7.86M +$3.48M +36,768 +79%
SFP
530
Strategic Financial Partners
Oregon
$7.85M -$4.75M -50,207 -38%
CCA
531
Column Capital Advisors
Indiana
$7.73M -$68.4K -723 -0.9%
HWM
532
HighMark Wealth Management
Minnesota
$7.7M -$116K -1,224 -1%
HIG
533
Heritage Investment Group
Florida
$7.68M +$1.42M +14,967 +23%
CWM
534
Cahill Wealth Management
Michigan
$7.59M +$675K +6,434 +10%
HSBC Holdings
535
HSBC Holdings
United Kingdom
$7.56M -$1.98M -20,949 -21%
1832 Asset Management
536
1832 Asset Management
Ontario, Canada
$7.49M -$263K -2,780 -3%
IAG
537
Investment Advisory Group
Massachusetts
$7.49M +$1.41M +14,924 +23%
TYCC
538
Texas Yale Capital Corp
Florida
$7.44M – – –
TDWM
539
Topel & Distasi Wealth Management
California
$7.41M -$14.1K -149 -0.2%
IWMA
540
Ironwood Wealth Management (Arizona)
Arizona
$7.34M -$4.27M -45,131 -37%
HH
541
HWG Holdings
Texas
$7.32M +$7.22M +76,261 +7,277%
LWA
542
Lineweaver Wealth Advisors
Ohio
$7.32M -$77.9K -823 -1%
PPW
543
PACK Private Wealth
Minnesota
$7.3M +$130K +1,377 +2%
T
544
TCWP
Ohio
$7.29M -$6.03M -63,677 -45%
FNBOH
545
First National Bank of Hutchinson
Kansas
$7.24M -$4.35M -45,925 -38%
LS
546
Liquid Strategies
Georgia
$7.23M -$45K -476 -0.6%
SIA
547
Soltis Investment Advisors
Utah
$7.22M +$102K +1,075 +1%
MYIA
548
Mount Yale Investment Advisors
Colorado
$7.2M +$2.56M +27,007 +55%
EIA
549
Edgemoor Investment Advisors
Maryland
$7.19M +$86.1K +910 +1%
TCM
550
Traynor Capital Management
Pennsylvania
$7.15M +$1.18M +12,431 +20%
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