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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 %
GMA
701
Glassy Mountain Advisors
Maryland
$4.43M +$4.43M +46,798 New
TCM
702
Telos Capital Management
California
$4.43M +$72.7K +768 +2%
BAM
703
Belpointe Asset Management
Nevada
$4.41M +$191K +2,013 +5%
PTC
704
Private Trust Company
Ohio
$4.4M -$247K -2,613 -5%
SAM
705
Smithbridge Asset Management
Pennsylvania
$4.39M -$36.4K -385 -0.8%
SL
706
SWMG LLC
Texas
$4.38M -$238K -2,519 -5%
BCMO
707
Buckingham Capital Management (Ohio)
Ohio
$4.37M -$57.4K -607 -1%
HFA
708
High Falls Advisors
New York
$4.35M -$1.51M -15,942 -26%
FPAS
709
Focus Partners Advisor Solutions
Missouri
$4.34M +$736K +7,777 +20%
CFG
710
Citizens Financial Group
Rhode Island
$4.32M +$1.07M +11,317 +33%
BWM
711
Boyd Wealth Management
California
$4.32M -$2.46M -26,021 -36%
BBNA
712
Bremer Bank National Association
Minnesota
$4.3M -$371K -3,916 -8%
NOI
713
Newton One Investments
Delaware
$4.29M +$27.1K +286 +0.6%
SC
714
Savant Capital
Illinois
$4.27M -$404K -4,271 -9%
PCMU
715
Paragon Capital Management (Utah)
Utah
$4.25M +$851K +8,996 +25%
T
716
TNF
Montana
$4.22M -$759K -7,189 -15%
CIC
717
Chilton Investment Company
Connecticut
$4.21M – – –
CAM
718
Cozad Asset Management
Illinois
$4.19M +$1.18M +12,468 +39%
SCA
719
Snowden Capital Advisors
New York
$4.18M -$1.07M -11,292 -20%
AC
720
Anson Capital
Georgia
$4.18M +$511K +5,398 +14%
AWP
721
Accretive Wealth Partners
New Jersey
$4.16M +$78.2K +826 +2%
CFG
722
Cooper Financial Group
California
$4.16M -$99.7K -1,053 -2%
GTAM
723
Global Trust Asset Management
Florida
$4.15M -$295K -3,122 -7%
ES
724
ETF Store
Kansas
$4.13M +$20.6K +199 +0.5%
MCM
725
Magnolia Capital Management
New York
$4.13M +$55.7K +588 +1%
27 28
29
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