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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 %
WA
751
Wealth Alliance
New York
$3.88M -$412K -4,355 -10%
SS
752
Sunbelt Securities
Texas
$3.86M +$25.2K +266 +0.7%
PL
753
Parthenon LLC
Kentucky
$3.85M +$31.2K +330 +0.8%
ONB
754
Old National Bancorp
Indiana
$3.85M -$18.3K -193 -0.5%
BFG
755
Baron Financial Group
New Jersey
$3.84M +$227K +2,397 +6%
CBT
756
Central Bank & Trust
Kentucky
$3.8M +$68.4K +723 +2%
LC
757
Lindbrook Capital
California
$3.77M +$58K +613 +2%
LIM
758
Leavell Investment Management
Alabama
$3.75M +$396K +4,188 +12%
RBC
759
Romano Brothers & Co
Illinois
$3.75M -$55.9K -591 -1%
MWAM
760
Manhattan West Asset Management
California
$3.75M +$926K +9,788 +33%
KFS
761
Kelly Financial Services
Massachusetts
$3.74M +$157K +1,662 +4%
LGWM
762
Litman Gregory Wealth Management
California
$3.71M +$1.68M +17,771 +83%
GC
763
Garde Capital
Washington
$3.71M -$404K -4,274 -10%
GWP
764
Gateway Wealth Partners
Wisconsin
$3.68M +$3.68M +38,895 New
AT
765
American Trust
Kentucky
$3.68M +$468K +4,950 +15%
MA
766
Mutual Advisors
Nebraska
$3.67M +$465K +4,911 +14%
EFS
767
Essex Financial Services
Connecticut
$3.67M -$169K -1,791 -4%
CB
768
Centennial Bank
Arkansas
$3.66M +$3.66M +38,653 New
VIM
769
Vista Investment Management
Pennsylvania
$3.65M +$78.7K +832 +2%
IDA
770
Intelligence Driven Advisers
California
$3.65M +$777K +8,010 +27%
VFPI
771
Vantage Financial Partners (Illinois)
Illinois
$3.65M -$210K -2,215 -5%
VNA
772
Valley National Advisers
Pennsylvania
$3.64M +$2.53M +25,505 +230%
SOS
773
Silver Oak Securities
Tennessee
$3.64M +$822K +8,689 +29%
RWP
774
Revolve Wealth Partners
New Jersey
$3.63M -$397K -4,196 -10%
LCWP
775
Legacy Capital Wealth Partners
Arkansas
$3.62M +$38.4K +406 +1%
29 30
31
32 33