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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 %
PWA
1001
Peterson Wealth Advisors
Utah
$2.05M -$13.8K -146 -0.7%
9WM
1002
9258 Wealth Management
Ohio
$2.05M -$45.9K -485 -2%
EAM
1003
Evanson Asset Management
California
$2.04M +$12.9K +136 +0.6%
SCA
1004
Stokes Capital Advisors
South Carolina
$2.04M -$394K -4,158 -16%
MW
1005
Marcum Wealth
Ohio
$2.03M +$392K +4,147 +24%
TVAMP
1006
Tennessee Valley Asset Management Partners
Tennessee
$2.03M -$2.31M -24,366 -53%
EPM
1007
Elm Partners Management
Pennsylvania
$2.03M -$392K -4,142 -16%
BFW
1008
Brady Family Wealth
Missouri
$2.02M +$2.02M +21,362 New
RF
1009
Rollins Financial
Georgia
$2.02M +$340K +3,594 +20%
Mackenzie Financial
1010
Mackenzie Financial
Ontario, Canada
$2M -$106K -1,120 -5%
LNWWM
1011
Laird Norton Wetherby Wealth Management
California
$1.99M -$82K -866 -4%
MAWCM
1012
Mine & Arao Wealth Creation & Management
California
$1.98M +$10.3K +109 +0.5%
BIP
1013
Blueprint Investment Partners
North Carolina
$1.98M +$530K +5,600 +37%
BBWP
1014
Beacon Bridge Wealth Partners
Pennsylvania
$1.98M +$1.98M +20,871 New
CFO
1015
Callan Family Office
Pennsylvania
$1.97M +$1.97M +20,834 New
ANTB
1016
AMG National Trust Bank
Colorado
$1.96M -$320K -3,385 -14%
GEA
1017
Glen Eagle Advisors
New Jersey
$1.96M -$16.8K -177 -0.8%
CPC
1018
Congress Park Capital
New York
$1.96M -$56.7K -599 -3%
H
1019
HoyleCohen
California
$1.96M +$74.3K +785 +4%
CCM
1020
Crew Capital Management
Ohio
$1.96M -$94.6K -1,000 -5%
RFN
1021
RDA Financial Network
Iowa
$1.95M +$6.06K +64 +0.3%
CWM
1022
Compass Wealth Management
Connecticut
$1.95M +$1.95M +20,563 New
AGA
1023
Arkos Global Advisors
Texas
$1.94M +$1.34M +14,207 +225%
TFCP
1024
Twin Focus Capital Partners
Massachusetts
$1.94M -$177K -1,870 -8%
BFG
1025
Barber Financial Group
Kansas
$1.93M -$63.7K -673 -3%
39 40
41
42 43