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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 %
NGA
776
Naples Global Advisors
Florida
$3.61M -$565K -5,969 -14%
SB
777
Strategic Blueprint
Georgia
$3.6M +$116K +1,222 +3%
MUAMU
778
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$3.6M +$379K +4,000 +12%
APW
779
Austin Private Wealth
Texas
$3.57M -$886K -9,362 -20%
CA
780
Continuum Advisory
Idaho
$3.57M +$1.39M +14,643 +64%
DE
781
Day & Ennis
Georgia
$3.55M +$399K +4,215 +13%
SS
782
Simplicity Solutions
Minnesota
$3.53M +$199K +2,102 +6%
PIMG
783
Patriot Investment Management Group
Tennessee
$3.52M -$108K -1,055 -3%
PAMG
784
Patton Albertson Miller Group
Tennessee
$3.51M +$2.62M +27,691 +293%
HWMT
785
Heritage Wealth Management (Texas)
Texas
$3.51M +$3.51M +37,089 New
NHT
786
New Hampshire Trust
New Hampshire
$3.5M +$3.5M +37,035 New
WP
787
WealthShield Partners
North Carolina
$3.5M -$455K -4,812 -12%
KFP
788
KMG Fiduciary Partners
Ohio
$3.5M +$2.49M +26,314 +247%
ST
789
Spinnaker Trust
Maine
$3.5M – – –
CW
790
CIC Wealth
Maryland
$3.48M +$3.48M +36,721 New
WS
791
Wela Strategies
Georgia
$3.46M +$58.9K +622 +2%
FWTB
792
First Western Trust Bank
Colorado
$3.46M -$22.6K -239 -0.7%
SS
793
Sound Stewardship
Kansas
$3.46M +$3.46M +36,526 New
FNBOSM
794
First National Bank of South Miami
Florida
$3.44M -$41.5K -439 -1%
MIG
795
McGuire Investment Group
Rhode Island
$3.43M +$67.5K +713 +2%
Luther King Capital Management (LKCM)
796
Luther King Capital Management (LKCM)
Texas
$3.42M -$3.17M – –
TA
797
Tectonic Advisors
Texas
$3.42M – – –
ATC
798
Adirondack Trust Company
New York
$3.42M +$662 +7 +0%
Koshinski Asset Management
799
Koshinski Asset Management
Illinois
$3.41M +$926K +9,785 +37%
LDB
800
Lee, Danner & Bass
Tennessee
$3.4M -$95.1K -1,005 -3%
30 31
32
33 34