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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 %
KCM
951
Kanawha Capital Management
Virginia
$2.28M +$126K +1,328 +6%
TFS
952
Thoroughbred Financial Services
Tennessee
$2.27M +$66.1K +699 +3%
EPWM
953
Essex Private Wealth Management
Massachusetts
$2.27M -$12.5K -132 -0.5%
FCMC
954
Founders Capital Management (Connecticut)
Connecticut
$2.26M -$4.83K -51 -0.2%
V
955
VeraBank
Texas
$2.26M -$29.5K -312 -1%
ST
956
Sabal Trust
Florida
$2.25M – – –
BC
957
Brio Consultants
California
$2.25M -$71.6K -757 -3%
GPA
958
Garrison Point Advisors
California
$2.24M +$171K +1,811 +8%
STB
959
S&T Bank
Pennsylvania
$2.24M +$6.91K +73 +0.3%
BAM
960
Baldrige Asset Management
Pennsylvania
$2.24M -$422K -4,457 -16%
FA
961
Faithward Advisors
Pennsylvania
$2.23M -$218K -2,304 -9%
BCG
962
Breakwater Capital Group
New Jersey
$2.22M +$2.22M +23,508 New
TAM
963
TCP Asset Management
Ohio
$2.22M +$2.22M +23,506 New
QCIG
964
Quad-Cities Investment Group
Iowa
$2.22M +$532K +5,620 +31%
DWM
965
Defined Wealth Management
Oregon
$2.22M -$547K -5,785 -20%
TH
966
TCTC Holdings
Texas
$2.21M +$107K +1,133 +5%
HCWM
967
Harrison & Co Wealth Management
Virginia
$2.21M -$376K -3,975 -15%
RMDI
968
R.M. Davis Inc
Maine
$2.2M -$4.07K -43 -0.2%
WA
969
Wilshire Advisors
California
$2.2M -$108K -1,140 -5%
V
970
ViaWealth
Kansas
$2.2M +$2.2M +22,647 New
AF
971
Advisornet Financial
Minnesota
$2.19M -$553K -5,847 -20%
SFP
972
Sweet Financial Partners
Minnesota
$2.19M +$768K +8,110 +54%
CT
973
Coastline Trust
Rhode Island
$2.19M -$6.12M -64,625 -74%
CCM
974
Colorado Capital Management
Colorado
$2.18M -$14.1K -149 -0.6%
AL
975
Aspiriant LLC
California
$2.17M -$52.6K -556 -2%
37 38
39
40 41