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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 %
CSWG
876
Cardinal Strategic Wealth Guidance
Kentucky
$2.78M -$709K -7,489 -20%
UWPG
877
Ullmann Wealth Partners Group
Florida
$2.77M +$25.8K +273 +0.9%
SI
878
Stephens Inc
Arkansas
$2.76M -$2.07M -21,837 -43%
WMP
879
Wealth Management Partners
Arizona
$2.76M – – –
WWM
880
Wiser Wealth Management
Georgia
$2.74M +$631K +6,672 +30%
UF
881
Univest Financial
Pennsylvania
$2.74M -$255K -2,694 -9%
KHC
882
Koesten Hirschmann & Crabtree
Kansas
$2.74M +$2.74M +28,937 New
LWMNY
883
Landmark Wealth Management (New York)
New York
$2.71M -$63.8K -674 -2%
SAA
884
Southeast Asset Advisors
Georgia
$2.69M -$32.7K -346 -1%
OCM
885
Orion Capital Management
California
$2.68M -$25.8K -273 -1%
KFGK
886
Keystone Financial Group (Kentucky)
Kentucky
$2.67M +$34.2K +361 +1%
BPWM
887
Badgley Phelps Wealth Managers
Washington
$2.66M -$98.1K -1,037 -4%
VCM
888
Viewpoint Capital Management
Washington
$2.66M -$47.3K -500 -2%
CST
889
Charles Schwab Trust
Nevada
$2.65M -$70.5K -745 -3%
CTFG
890
Capstone Triton Financial Group
Oklahoma
$2.64M +$2.64M +27,946 New
BIA
891
Bigelow Investment Advisors
Maine
$2.64M +$553K +5,845 +26%
BFA
892
Bluestem Financial Advisors
Illinois
$2.64M +$21.1K +223 +0.8%
EWM
893
Evercore Wealth Management
New York
$2.64M +$101K +1,069 +4%
AWMG
894
Alliance Wealth Management Group
New Jersey
$2.63M +$57.4K +607 +2%
IAIM
895
International Assets Investment Management
Florida
$2.63M +$434K +4,590 +20%
WS
896
Wedbush Securities
California
$2.62M +$335K +3,540 +15%
EFM
897
Eley Financial Management
Vermont
$2.62M +$2.62M +27,648 New
WCP
898
Wick Capital Partners
Pennsylvania
$2.62M -$310K -3,271 -11%
MAS
899
Madden Advisory Services
Florida
$2.61M +$35.2K +372 +1%
MWM
900
MorganRosel Wealth Management
Colorado
$2.61M +$269K +2,843 +12%
34 35
36
37 38