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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 %
CA
601
CoreCap Advisors
Michigan
$6.06M -$6.96M -73,586 -53%
JF
602
JSF Financial
California
$6.04M +$2.1M +22,203 +53%
JSL
603
JT Stratford LLC
Georgia
$6.04M +$1.02M +10,732 +20%
CF
604
Cantor Fitzgerald
New York
$6.04M -$763K -8,065 -11%
CIC
605
Carnegie Investment Counsel
Ohio
$5.98M +$182K +1,918 +3%
BNP Paribas Financial Markets
606
BNP Paribas Financial Markets
France
$5.98M -$212K -2,240 -3%
IA
607
IFG Advisory
Georgia
$5.97M -$12.3M -129,786 -67%
4FG
608
4Thought Financial Group
New York
$5.95M +$291K +3,078 +5%
AIM
609
Allen Investment Management
New York
$5.92M – – –
Barclays
610
Barclays
United Kingdom
$5.9M -$8.85M -93,483 -60%
BWFA
611
Baltimore-Washington Financial Advisors
Maryland
$5.89M +$285K +3,010 +5%
AWA
612
Arkadios Wealth Advisors
Georgia
$5.83M +$1.18M +12,510 +26%
CPO
613
Cerity Partners OCIO
New York
$5.81M +$542K +5,728 +10%
KOMWMG
614
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$5.79M +$27K +285 +0.5%
TA
615
TKG Advisors
Indiana
$5.76M +$1.07M +11,318 +23%
WPIC
616
White Pine Investment Company
Michigan
$5.74M +$375K +3,960 +7%
PFM
617
Peak Financial Management
Massachusetts
$5.73M -$86.9K -918 -1%
MNBTD
618
Moody National Bank Trust Division
Texas
$5.73M – – –
SWA
619
SOA Wealth Advisors
New York
$5.72M +$86.6K +915 +2%
NCMW
620
Northern Capital Management (Washington)
Washington
$5.69M -$163K -1,727 -3%
CWM
621
Castle Wealth Management
Florida
$5.68M +$57.5K +608 +1%
ZIM
622
Zacks Investment Management
Illinois
$5.68M +$377K +3,982 +7%
KWM
623
Kingsview Wealth Management
Oregon
$5.66M +$354K +3,745 +7%
FAIM
624
Financial Advocates Investment Management
Washington
$5.63M +$483K +5,101 +9%
RIA
625
RPG Investment Advisory
California
$5.62M +$5.62M +59,399 New
23 24
25
26 27