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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 %
TC
926
Titleist Capital
Texas
$2.46M -$39.8K -421 -2%
MIA
927
Milestone Investment Advisors
Wisconsin
$2.45M +$2.45M +25,940 New
USAA
928
United Services Automobile Association
Texas
$2.44M -$198K -2,091 -7%
HPC
929
Hobart Private Capital
North Carolina
$2.44M +$3.22K +34 +0.1%
OCM
930
Objective Capital Management
Ohio
$2.43M +$33.9K +358 +1%
DT
931
Diversified Trust
Tennessee
$2.43M +$70.7K +747 +3%
VFPW
932
Vantage Financial Partners (Wisconsin)
Wisconsin
$2.41M -$648K -6,847 -21%
CFS
933
CRA Financial Services
New Jersey
$2.41M -$62.6K -661 -3%
CF
934
Centaurus Financial
California
$2.4M -$57.7K -610 -2%
PAM
935
Premier Asset Management
Illinois
$2.39M -$148K -1,561 -6%
SC
936
Sepio Capital
Utah
$2.39M -$17.8K -188 -0.7%
SAS
937
Sanford Advisory Services
Michigan
$2.38M -$490K -5,176 -17%
CFB
938
Cullen/Frost Bankers
Texas
$2.37M +$56K +592 +2%
AC
939
Abbrea Capital
California
$2.37M +$41.2K +435 +2%
ACM
940
Armbruster Capital Management
New York
$2.37M -$47.3K -500 -2%
SAM
941
Simplify Asset Management
Nevada
$2.35M -$660K -6,976 -22%
TFG
942
Tilson Financial Group
New Jersey
$2.35M +$2.35M +24,796 New
SFMG
943
Sage Financial Management Group
Virginia
$2.34M +$910K +9,618 +64%
SAG
944
SageView Advisory Group
California
$2.32M +$2.32M +24,543 New
EA
945
Emerald Advisors
Washington
$2.31M -$364K -3,849 -14%
SFA
946
Souders Financial Advisors
Ohio
$2.31M +$149K +1,570 +7%
BWAM
947
Boyd Watterson Asset Management
Ohio
$2.3M -$62K -655 -3%
CA
948
CSM Advisors
Pennsylvania
$2.29M +$2.29M +24,200 New
NRA
949
NSI Retail Advisors
Pennsylvania
$2.29M +$2.29M +24,200 New
BFG
950
Buttonwood Financial Group
Missouri
$2.28M +$2.28M +24,082 New
36 37
38
39 40