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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
1
Arete Wealth Advisors
Illinois
$4.95B
2
CCMG
2
Clark Capital Management Group
Pennsylvania
$118M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$183M
4
US Bancorp
4
US Bancorp
Minnesota
$714M
5
Creative Planning
5
Creative Planning
Kansas
$165M

Top Sellers

1
UBS AM
1
UBS AM
Illinois
$0
2
HNB
2
Huntington National Bank
Ohio
$247M
3
Goldman Sachs
3
Goldman Sachs
New York
$880M
4
CWA
4
CM Wealth Advisors
Ohio
$1.69M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$1.36B
Name Holding Trade Value Shares
Change 		Shares
Change %
WCF
76
West Coast Financial
California
$74M +$2.83M +29,912 +4%
FMII
77
Farmers & Merchants Investments Inc
Nebraska
$73.4M +$6.13M +64,816 +9%
VC
78
Vicus Capital
Pennsylvania
$72M +$1.2M +12,671 +2%
BBA
79
BLB&B Advisors
Pennsylvania
$71.5M -$454K -4,799 -0.6%
DWM
80
Destination Wealth Management
California
$71.3M -$901K -9,524 -1%
GT
81
Greenleaf Trust
Michigan
$70.5M +$1.24M +13,053 +2%
SWM
82
SigFig Wealth Management
California
$69.8M +$640K +6,629 +0.9%
AI
83
Accredited Investors
Minnesota
$67.3M +$2.75M +29,059 +4%
CWM
84
Connecticut Wealth Management
Connecticut
$66.6M +$1.67M +17,647 +3%
Public Sector Pension Investment Board (PSP Investments)
85
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$66.3M +$19.2M +203,314 +41%
WT
86
Whittier Trust
California
$66.2M +$8.64M +91,257 +15%
LI
87
LVZ Inc
Michigan
$66.1M +$304K +3,217 +0.5%
VWM
88
Venturi Wealth Management
Texas
$65.5M -$7.04M -74,401 -10%
PI
89
PFS Investments
Georgia
$65.4M +$15M +159,002 +30%
Cambridge Investment Research Advisors
90
Cambridge Investment Research Advisors
Iowa
$65.1M -$6.12M -64,652 -9%
SPIA
91
Steward Partners Investment Advisory
New York
$64.8M -$369K -3,895 -0.6%
BIAS
92
Beacon Investment Advisory Services
New Jersey
$62.7M -$827K -8,735 -1%
MGIA
93
Moneta Group Investment Advisors
Missouri
$62.3M -$2.08M -20,029 -3%
MAM
94
Madison Asset Management
Wisconsin
$62.1M -$1.64M -17,286 -3%
State Street
95
State Street
Massachusetts
$61.9M +$17.3M +182,689 +39%
Bessemer Group
96
Bessemer Group
New Jersey
$60.1M -$3.01M -31,801 -5%
HI
97
Harbour Investments
Wisconsin
$59.5M +$16.6M +175,464 +39%
SIC
98
Sigma Investment Counselors
Michigan
$58.8M +$245K +2,590 +0.4%
SFA
99
Sequoia Financial Advisors
Ohio
$58M +$10.6M +112,279 +22%
CAPTRUST Financial Advisors
100
CAPTRUST Financial Advisors
North Carolina
$56.3M -$2.59M -27,492 -4%
2 3
4
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