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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 %
LL
851
LWMG LLC
Minnesota
$2.94M +$2.94M +31,050 New
SGK
852
Steigerwald Gordon & Koch
Virginia
$2.93M -$147K -1,554 -5%
First Manhattan
853
First Manhattan
New York
$2.93M +$114K +1,201 +4%
NDSI
854
Newman Dignan & Sheerar Inc
Rhode Island
$2.92M +$2.08K +22 +0.1%
FLA
855
Financial Life Advisors
Texas
$2.92M -$701K -7,406 -19%
MSWM
856
McGlone Suttner Wealth Management
Wisconsin
$2.92M +$2.92M +30,833 New
SSW
857
Stone Summit Wealth
Florida
$2.91M +$438K +4,633 +18%
CHC
858
City Holding Co
West Virginia
$2.9M +$10.3K +109 +0.4%
PP
859
PrairieView Partners
Minnesota
$2.9M -$742K -7,839 -20%
HFW
860
Horizon Family Wealth
Illinois
$2.89M +$15K +158 +0.5%
AFC
861
AFT Forsyth & Company
Florida
$2.89M -$2.65K -28 -0.1%
TWA
862
TPB Wealth Advisors
Texas
$2.89M -$91.4K -958 -3%
WF
863
Welch & Forbes
Massachusetts
$2.88M +$25.2K +266 +0.9%
KFAA
864
Klaas Financial Asset Advisors
Illinois
$2.87M -$291K -3,071 -9%
AMG
865
Asset Management Group
Connecticut
$2.86M +$26K +275 +0.9%
SHIM
866
Stone House Investment Management
Pennsylvania
$2.86M -$78.3K -827 -3%
CHJWM
867
Carlton Hofferkamp & Jenks Wealth Management
Texas
$2.86M -$5.11K -50 -0.2%
UBG
868
United Bank (Georgia)
Georgia
$2.85M +$15.1K +160 +0.5%
DIA
869
Dana Investment Advisors
Wisconsin
$2.83M +$390K +4,116 +16%
BMCM
870
Bryn Mawr Capital Management
Pennsylvania
$2.82M +$1.3M +13,689 +85%
BEC
871
Blue Edge Capital
Virginia
$2.8M +$5.58K +59 +0.2%
OBGC
872
O'Brien Greene & Co
Pennsylvania
$2.8M -$5.81M -61,359 -67%
CWA
873
Canvas Wealth Advisors
Kansas
$2.79M +$1.89K +19 +0.1%
SCA
874
Southern Capital Advisors
Tennessee
$2.79M -$5.03M -53,141 -64%
LOIP
875
Live Oak Investment Partners
Texas
$2.79M – – –
33 34
35
36 37