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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 %
BTI
576
Blue Trust Inc
Georgia
$6.61M +$5.43M +62,286 +460%
PVAMC
577
PPS&V Asset Management Consultants
Michigan
$6.59M +$6.59M +69,644 New
FA
578
Fiduciary Alliance
South Carolina
$6.53M +$6.53M +69,008 New
PWA
579
Physician Wealth Advisors
Utah
$6.48M -$765K -7,588 -11%
CPA
580
Capital Planning Advisors
California
$6.42M +$6.42M +67,862 New
DCM
581
Davidson Capital Management
Texas
$6.41M -$1.28M -13,527 -17%
CIG
582
Cairn Investment Group
Washington
$6.39M +$28K +296 +0.4%
FIA
583
Foundations Investment Advisors
Arizona
$6.38M +$1.53M +16,196 +32%
SFS
584
Sowell Financial Services
Arkansas
$6.36M +$3.1M +32,705 +95%
JAG
585
Journey Advisory Group
Kentucky
$6.34M +$32.3K +341 +0.5%
FWP
586
FAS Wealth Partners
Kansas
$6.33M -$6.07M -64,138 -49%
CNBTD
587
Citizens National Bank Trust Department
Mississippi
$6.31M +$338K +3,575 +6%
SCM
588
Sebold Capital Management
Illinois
$6.29M +$6.29M +66,443 New
SFG
589
Summit Financial Group
West Virginia
$6.29M -$229K -2,419 -4%
QFA
590
Quattro Financial Advisors
Texas
$6.25M +$4.83K +51 +0.1%
MPCG
591
Matrix Private Capital Group
New York
$6.21M -$318K -3,359 -5%
CNB
592
Camden National Bank
Maine
$6.19M +$78.3K +827 +1%
FHA
593
Flagship Harbor Advisors
Massachusetts
$6.14M +$94.4K +997 +2%
OPPS
594
Obsidian Personal Planning Solutions
Maryland
$6.13M +$2.27K +24 +0%
MF
595
Meridian Financial
Massachusetts
$6.11M +$4.45K +47 +0.1%
GA
596
GFS Advisors
Texas
$6.08M +$19K +201 +0.3%
BSW
597
Buckingham Strategic Wealth
Missouri
$6.07M -$343K -3,625 -5%
CSIC
598
Clifford Swan Investment Counsel
California
$6.07M +$45K +476 +0.7%
EWA
599
Etesian Wealth Advisors
Oregon
$6.07M +$6.07M +64,112 New
EC
600
EdgeRock Capital
Colorado
$6.07M -$16.8K -177 -0.3%
22 23
24
25 26