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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 %
AMM
976
American Money Management
California
$2.17M +$99.3K +1,049 +5%
RF
977
Resolute Financial
Massachusetts
$2.16M -$111K -1,172 -5%
KAH
978
Kathryn A. Hall
$2.15M – – –
DWA
979
Dougherty Wealth Advisers
Minnesota
$2.15M – – –
SWM
980
Soundmark Wealth Management
Washington
$2.14M -$32.9K -348 -2%
AWMNH
981
Arcadia Wealth Management (New Hampshire)
New Hampshire
$2.14M +$2.14M +22,616 New
SPI
982
Santori & Peters Inc
Pennsylvania
$2.13M -$2.08K -22 -0.1%
AM
983
AGF Management
Ontario, Canada
$2.13M +$2.13M +22,511 New
KNFPWM
984
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$2.12M +$2.12M +22,432 New
AWA
985
Amplius Wealth Advisors
Pennsylvania
$2.12M -$17.3M -183,241 -89%
I
986
INVST
Indiana
$2.12M -$27.4M -264,406 -93%
AR
987
Apeiron RIA
Texas
$2.12M -$177K -1,869 -8%
MBTD
988
Mechanics Bank - Trust Department
California
$2.1M -$42.1K -445 -2%
CAM
989
Campion Asset Management
Virginia
$2.1M -$184K -1,940 -8%
EI
990
Ellevest Inc
New York
$2.1M -$16.6K -175 -0.8%
CD
991
Chapin Davis
Maryland
$2.08M +$2.08M +22,009 New
BWA
992
BlueSky Wealth Advisors
North Carolina
$2.08M -$138K -1,455 -6%
TP
993
Tranquility Partners
Tennessee
$2.07M +$48.6K +513 +2%
MCI
994
MRP Capital Investments
Georgia
$2.06M +$2.06M +23,843 New
NEAM
995
New England Asset Management
Connecticut
$2.06M – – –
RFO
996
RiverGlades Family Offices
Florida
$2.06M +$2.06M +21,781 New
TSA
997
Tri-Star Advisors
Texas
$2.05M -$1.09M -10,815 -35%
FA
998
Fiducient Advisors
Illinois
$2.05M +$179K +1,890 +10%
SCM
999
SOL Capital Management
Maryland
$2.05M -$30.6K -323 -1%
PAM
1000
Palisade Asset Management
Minnesota
$2.05M +$946K +9,996 +86%
38 39
40
41 42