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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 %
CASB
551
Cape Ann Savings Bank
Massachusetts
$7.15M -$34.4K -364 -0.5%
HH
552
Hilltop Holdings
Texas
$7.13M -$915K -9,671 -11%
EPP
553
ETF Portfolio Partners
Kansas
$7.11M +$98.3K +1,039 +1%
FFW
554
Fusion Family Wealth
New York
$7.09M +$3.44M +36,346 +94%
SCM
555
Stonehearth Capital Management
Massachusetts
$7.07M +$162K +1,716 +2%
FWM
556
Focused Wealth Management
New York
$7.07M +$65.8K +695 +0.9%
NF
557
Nikulski Financial
Iowa
$7.05M -$35K -370 -0.5%
MFG
558
Merit Financial Group
Georgia
$7.04M -$520K -5,499 -7%
RPC
559
Rossmore Private Capital
Connecticut
$7.03M -$33K -348 -0.5%
RAM
560
Riggs Asset Management
Pennsylvania
$7.02M +$27.7K +293 +0.4%
HWM
561
Hohimer Wealth Management
Washington
$7M +$5.85M +61,825 +511%
RIA
562
Richwood Investment Advisors
Ohio
$6.97M -$106K -1,121 -1%
CGFA
563
Colton Groome Financial Advisors
North Carolina
$6.97M +$1.62M +17,094 +30%
GVAG
564
Great Valley Advisor Group
Delaware
$6.94M +$468K +4,944 +7%
LWA
565
LWS Wealth Advisors
New Jersey
$6.93M +$205K +2,167 +3%
BRM
566
Boston Research & Management
Massachusetts
$6.92M +$72.7K +768 +1%
LT
567
Legacy Trust
Michigan
$6.9M +$6.9M +72,897 New
PWAG
568
Polaris Wealth Advisory Group
California
$6.87M -$204K -2,055 -3%
FA
569
FDx Advisors
Illinois
$6.85M -$243K -2,571 -3%
EIP
570
Ellis Investment Partners
Pennsylvania
$6.84M +$38.3K +405 +0.6%
CWC
571
Carolinas Wealth Consulting
North Carolina
$6.84M -$64.5K -682 -0.9%
ECM
572
Evergreen Capital Management
Washington
$6.79M -$484K -5,116 -7%
GLA
573
Good Life Advisors
Pennsylvania
$6.76M -$73.9K -781 -1%
MBT
574
Montecito Bank & Trust
California
$6.73M +$322K +3,399 +5%
IWM
575
IHT Wealth Management
Illinois
$6.63M -$1.62M -17,097 -20%
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