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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 %
RBC
626
Roble Belko & Company
Pennsylvania
$5.6M +$1.83M +19,348 +49%
BCM
627
Boltwood Capital Management
California
$5.58M +$81.3K +859 +1%
ABC
628
Associated Banc-Corp
Wisconsin
$5.56M +$147K +1,548 +3%
CAG
629
Csenge Advisory Group
Florida
$5.55M +$621K +6,560 +13%
CWM
630
CCG Wealth Management
California
$5.52M -$297K -3,133 -5%
SAF
631
Smith Anglin Financial
Texas
$5.51M +$660K +6,969 +14%
FNWM
632
Financial Network Wealth Management
Utah
$5.51M +$34.2K +361 +0.6%
JFG
633
Jefferies Financial Group
New York
$5.48M +$5.48M +57,856 New
SDWMA
634
Schneider Downs Wealth Management Advisors
Pennsylvania
$5.46M +$718K +7,590 +15%
GSC
635
G&S Capital
Colorado
$5.46M +$965K +10,195 +21%
EFL
636
ERn Financial LLC
Wisconsin
$5.41M -$488K -5,159 -8%
ACB
637
Aristotle Capital Boston
Massachusetts
$5.37M -$155K -1,642 -3%
RWPA
638
Richard W. Paul & Associates
Michigan
$5.35M +$5.35M +56,543 New
AFG
639
Arkansas Financial Group
Arkansas
$5.35M -$37.8K -399 -0.7%
AIA
640
Arcadia Investment Advisors
Idaho
$5.32M +$312K +3,292 +6%
GFS
641
GYL Financial Synergies
Connecticut
$5.31M +$4.2M +44,358 +376%
EW
642
Element Wealth
Mississippi
$5.29M +$148K +1,559 +3%
PBO
643
Peoples Bank (Ohio)
Ohio
$5.28M -$107K -1,129 -2%
DWT
644
Dorsey & Whitney Trust
South Dakota
$5.27M +$96.3K +1,018 +2%
IWA
645
Icon Wealth Advisors
Texas
$5.26M -$1.43M -15,143 -21%
WIA
646
World Investment Advisors
California
$5.26M -$318K -3,357 -6%
AWM
647
AAF Wealth Management
Massachusetts
$5.22M +$10.8K +114 +0.2%
MFC
648
Mechanics Financial Corp
Ohio
$5.21M +$217K +2,290 +4%
AWC
649
Abundance Wealth Counselors
Pennsylvania
$5.19M +$1.14M +12,012 +28%
MPW
650
MGO Private Wealth
California
$5.18M -$2M -21,119 -28%
24 25
26
27 28