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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
1
Arete Wealth Advisors
Illinois
$4.95B
2
CCMG
2
Clark Capital Management Group
Pennsylvania
$118M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$183M
4
US Bancorp
4
US Bancorp
Minnesota
$714M
5
Creative Planning
5
Creative Planning
Kansas
$165M

Top Sellers

1
UBS AM
1
UBS AM
Illinois
$0
2
HNB
2
Huntington National Bank
Ohio
$247M
3
Goldman Sachs
3
Goldman Sachs
New York
$880M
4
CWA
4
CM Wealth Advisors
Ohio
$1.69M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$1.36B
Name Holding Trade Value Shares
Change 		Shares
Change %
VFA
51
Valeo Financial Advisors
Indiana
$130M +$4.71M +53,753 +4%
MML Investors Services
52
MML Investors Services
Massachusetts
$129M -$3.31M -34,997 -3%
Mariner
53
Mariner
Kansas
$127M +$7.44M +78,624 +6%
CCMG
54
Clark Capital Management Group
Pennsylvania
$118M +$118M +1,245,275 +50,890%
Cerity Partners
55
Cerity Partners
New York
$115M -$3.35M -19,053 -3%
Victory Capital Management
56
Victory Capital Management
Texas
$114M -$22.2M -234,411 -16%
JPMPWA
57
J.P. Morgan Private Wealth Advisors
California
$107M +$12.6M +133,032 +13%
Charles Schwab
58
Charles Schwab
California
$103M +$39.2M +413,710 +61%
CAN
59
Cetera Advisor Networks
California
$98.3M +$26.8M +283,490 +38%
Franklin Resources
60
Franklin Resources
California
$97.1M +$18M +190,625 +23%
BIM
61
Bridges Investment Management
Nebraska
$97M +$634K +6,701 +0.7%
V
62
Veritable
Delaware
$95.2M +$18.2M +192,771 +24%
UB
63
UMB Bank
Missouri
$93.9M +$3.85M +40,633 +4%
CIA
64
Choate Investment Advisors
Massachusetts
$93.4M +$31.4M +331,402 +51%
Comerica Bank
65
Comerica Bank
Texas
$93.3M +$6.23M +61,616 +7%
KAS
66
Kestra Advisory Services
Texas
$93M +$2.9M +30,674 +3%
Thrivent Financial for Lutherans
67
Thrivent Financial for Lutherans
Minnesota
$91.2M +$12.5M +131,482 +16%
Jones Financial Companies
68
Jones Financial Companies
Missouri
$88.4M +$1.22M +12,855 +1%
Carson Wealth (CWM LLC)
69
Carson Wealth (CWM LLC)
Nebraska
$87.7M -$6.39M -67,483 -7%
Stifel Financial
70
Stifel Financial
Missouri
$87.4M +$2.95M +31,162 +3%
MCM
71
MAI Capital Management
Ohio
$86.5M +$6.42M +67,818 +8%
Rockefeller Capital Management
72
Rockefeller Capital Management
New York
$82.7M +$423K +4,467 +0.5%
AIM
73
Acropolis Investment Management
Missouri
$82.5M +$2.12M +22,429 +3%
Cetera Investment Advisers
74
Cetera Investment Advisers
Illinois
$80.7M +$35.8M +378,175 +80%
FIB
75
First Interstate Bank
Montana
$77.6M -$3.35M -35,425 -4%
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