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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 %
FNBOO
826
First National Bank of Omaha
Nebraska
$3.1M -$250K -2,638 -7%
RBFC
827
Roman Butler Fullerton & Co
Missouri
$3.1M +$2.56M +25,366 +477%
DWM
828
Darwin Wealth Management
Florida
$3.09M +$721K +7,108 +30%
WG
829
Watchman Group
Texas
$3.09M +$3.09M +32,606 New
Neuberger Berman Group
830
Neuberger Berman Group
New York
$3.07M -$55.8K -590 -2%
TNBTD
831
Trustmark National Bank Trust Department
Mississippi
$3.07M -$18.3K -193 -0.6%
AIP
832
Ameritas Investment Partners
Nebraska
$3.06M +$463K +4,890 +18%
TFF
833
The Family Firm
Maryland
$3.05M +$129K +1,359 +4%
SMA
834
Sage Mountain Advisors
Georgia
$3.04M +$539K +5,700 +22%
DWM
835
Dakota Wealth Management
Florida
$3.01M +$134K +1,419 +5%
TWA
836
Tandem Wealth Advisors
Arizona
$3.01M +$3.01M +31,803 New
ACM
837
Ashford Capital Management
Delaware
$3M +$533K +5,631 +22%
WPW
838
Waldron Private Wealth
Pennsylvania
$2.99M – – –
FWA
839
FSM Wealth Advisors
Ohio
$2.99M +$480K +5,076 +19%
GDP
840
Great Diamond Partners
Maine
$2.98M -$1.56M -16,531 -34%
NSB
841
Norway Savings Bank
Maine
$2.98M +$203K +2,150 +7%
MAS
842
Meeder Advisory Services
Ohio
$2.98M +$2.98M +31,488 New
PWW
843
Pettyjohn Wood & White
Virginia
$2.97M +$24.7K +261 +0.8%
WWG
844
West Wealth Group
California
$2.97M -$1.46M -15,466 -33%
IF
845
Intrua Financial
Texas
$2.97M -$910K -9,230 -23%
1WM
846
1900 Wealth Management
Texas
$2.97M +$112K +1,186 +4%
LWP
847
Laurel Wealth Planning
Minnesota
$2.96M -$54.2K -573 -2%
HIMC
848
Heritage Investors Management Corp
Maryland
$2.96M +$95.5K +1,009 +3%
HPC
849
HM Payson & Co
Maine
$2.95M -$1.63M -17,258 -36%
AWM
850
Alterna Wealth Management
Texas
$2.94M -$811K -8,554 -22%
32 33
34
35 36