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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 %
SWA
726
Sutton Wealth Advisors
Florida
$4.11M +$417K +4,402 +11%
EWM
727
EPG Wealth Management
Georgia
$4.1M +$26.8K +283 +0.7%
SA
728
Scarborough Advisors
Maryland
$4.1M -$11.4K -120 -0.3%
WCM
729
Windsor Capital Management
Arizona
$4.1M -$128K -1,348 -3%
DFC
730
DBK Financial Counsel
Ohio
$4.09M -$62.4K -659 -2%
PAG
731
Private Advisory Group
Washington
$4.09M -$995K -10,513 -20%
HSWM
732
Hubbell Strickland Wealth Management
Louisiana
$4.08M -$6.44K -68 -0.2%
CFG
733
Carr Financial Group
Massachusetts
$4.08M +$4.08M +43,130 New
PWM
734
Provident Wealth Management
Tennessee
$4.07M -$237K -2,500 -5%
LMIM
735
Lockheed Martin Investment Management
Maryland
$4.07M – – –
SFG
736
SevenBridge Financial Group
Pennsylvania
$4.05M +$404K +4,267 +11%
BBHC
737
Brown Brothers Harriman & Co
New York
$4.05M +$310K +3,277 +8%
WFAG
738
Wescott Financial Advisory Group
Pennsylvania
$4.02M -$112K -1,187 -3%
PRA
739
Pine Ridge Advisers
New York
$4.01M -$2.4M -25,385 -37%
HJMC
740
Hellman Jordan Management Company
Massachusetts
$4M +$4M +42,305 New
RW
741
RVW Wealth
California
$3.99M +$90.2K +953 +2%
PFG
742
PAX Financial Group
Texas
$3.99M -$152K -1,604 -4%
HAC
743
Harbor Advisory Corp
New Hampshire
$3.95M -$1.85M -19,554 -32%
RhumbLine Advisers
744
RhumbLine Advisers
Massachusetts
$3.95M -$273K -2,880 -6%
SEIA
745
Signature Estate & Investment Advisors
California
$3.94M +$73.4K +775 +2%
LA
746
Lynch & Associates
Indiana
$3.92M -$662 -7 -0%
SIAM
747
Sterling Investment Advisors (Missouri)
Missouri
$3.9M -$31.9K -337 -0.8%
National Bank of Canada
748
National Bank of Canada
Quebec, Canada
$3.89M -$148K -1,565 -4%
SP
749
SWS Partners
Ohio
$3.89M +$138K +1,457 +4%
SKK
750
Shepherd Kaplan Krochuk
Massachusetts
$3.88M +$356K +3,765 +10%
28 29
30
31 32