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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 %
NEGWA
1026
New England Guild Wealth Advisors
Connecticut
$1.93M -$64.7K -684 -3%
CF
1027
Corrigan Financial
Rhode Island
$1.93M -$154K -1,626 -7%
RCG
1028
Regatta Capital Group
California
$1.92M -$105K -1,107 -5%
FPCG
1029
Forum Private Client Group
Indiana
$1.92M -$35.9K -379 -2%
Chevy Chase Trust
1030
Chevy Chase Trust
Maryland
$1.91M -$38.5K -407 -2%
HPM
1031
Hoxton Planning & Management
West Virginia
$1.9M +$1.9M +20,058 New
PWPS
1032
Pinnacle Wealth Planning Services
Ohio
$1.9M -$5.05M -53,403 -73%
SFA
1033
Source Financial Advisors
New York
$1.89M +$1.25M +13,248 +197%
BWM
1034
Baystate Wealth Management
Massachusetts
$1.89M +$97.9K +1,035 +5%
ASW
1035
Astoria Strategic Wealth
Texas
$1.89M +$228K +2,410 +14%
SF
1036
Summit Financial
New Jersey
$1.88M -$371K -3,916 -16%
AFP
1037
Alpha Financial Partners
Kentucky
$1.88M +$1.88M +19,859 New
MCA
1038
Magnolia Capital Advisors
Mississippi
$1.88M +$9.08K +96 +0.5%
TA
1039
Townsend & Associates
Colorado
$1.87M -$657K -6,261 -26%
RWA
1040
River Wealth Advisors
Pennsylvania
$1.87M -$11.1K -117 -0.6%
AIP
1041
Almanack Investment Partners
Pennsylvania
$1.86M -$1.91M -20,190 -51%
VP
1042
Verum Partners
North Carolina
$1.86M +$1.86M +19,651 New
JWS
1043
Juncture Wealth Strategies
Arizona
$1.85M +$474K +5,005 +34%
HWMA
1044
Heritage Wealth Management (Arizona)
Arizona
$1.84M +$834K +8,817 +83%
GFP
1045
Gryphon Financial Partners
Ohio
$1.84M -$5.58K -59 -0.3%
MOACM
1046
Mutual of America Capital Management
New York
$1.83M -$2.36M -24,945 -56%
RWA
1047
Roberts Wealth Advisors
California
$1.83M -$4.73K -50 -0.3%
AGP
1048
Autumn Glory Partners
Texas
$1.82M +$18.5K +196 +1%
PO
1049
Private Ocean
California
$1.82M +$3.22K +34 +0.2%
AIA
1050
Alera Investment Advisors
Illinois
$1.82M +$398K +4,206 +28%
40 41
42
43 44