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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 %
OHWP
676
Oak Harbor Wealth Partners
North Carolina
$4.74M +$41K +433 +0.9%
KWA
677
Kellett Wealth Advisors
Ohio
$4.73M +$955K +10,087 +25%
Lido Advisors
678
Lido Advisors
California
$4.73M +$458K +4,840 +11%
CB
679
Commerce Bank
Missouri
$4.7M -$40.9K -432 -0.9%
CIAS
680
Capital Investment Advisory Services
North Carolina
$4.67M +$523K +5,522 +13%
BA
681
Bellwether Advisors
Nebraska
$4.67M -$288K -3,044 -6%
MWM
682
Meridian Wealth Management
Kentucky
$4.66M -$59.3K -627 -1%
AC
683
Apella Capital
Connecticut
$4.64M +$205K +2,167 +5%
WWM
684
Western Wealth Management
Colorado
$4.63M -$5.32M -56,205 -53%
FFG
685
Frisch Financial Group
New York
$4.57M -$4.14M -43,724 -48%
OGF
686
Orin Green Financial
California
$4.56M +$173K +1,825 +4%
TSWM
687
Triangle Securities Wealth Management
North Carolina
$4.56M +$331K +3,501 +8%
MC
688
Middleton & Co
Massachusetts
$4.55M -$493K -5,205 -10%
PA
689
PSI Advisors
Florida
$4.52M -$670K -7,080 -13%
RIA
690
Retirement Investment Advisors
Oklahoma
$4.52M +$4.52M +47,776 New
MWM
691
Mascoma Wealth Management
New Hampshire
$4.49M +$1.16M +12,294 +35%
CCB
692
Country Club Bank
Missouri
$4.49M +$376K +3,972 +9%
W
693
Wealthquest
Ohio
$4.49M -$194K -2,047 -4%
RIG
694
RiverFront Investment Group
Virginia
$4.47M +$4.47M +218,324 New
KWM
695
Keebeck Wealth Management
Illinois
$4.46M +$132K +1,399 +3%
IFAM
696
Institutional & Family Asset Management
Colorado
$4.46M +$4.46M +47,127 +362,515%
MCA
697
MSH Capital Advisors
Arizona
$4.45M -$105K -1,106 -2%
SIM
698
Stratos Investment Management
Ohio
$4.45M -$133K -1,401 -3%
AAS
699
Asset Allocation Strategies
Michigan
$4.45M +$4.45M +46,980 New
RA
700
Resolute Advisors
California
$4.44M +$9.18K +97 +0.2%
26 27
28
29 30