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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 %
SAM
1051
Strategy Asset Managers
California
$1.81M +$92.5K +977 +5%
NCM
1052
Narwhal Capital Management
Georgia
$1.8M +$95 +1 +0%
SFG
1053
Sunburst Financial Group
Alabama
$1.8M +$196K +2,074 +12%
FPTW
1054
Franklin, Parlapiano, Turner & Welch
Texas
$1.8M – – –
WKSWA
1055
White Knight Strategic Wealth Advisors
New Jersey
$1.79M -$41K -433 -2%
TFGT
1056
TS Financial Group (TSFG)
Illinois
$1.78M +$625K +6,604 +54%
BIM
1057
Baldwin Investment Management
Pennsylvania
$1.78M – – –
CIR
1058
Clear Investment Research
Georgia
$1.78M -$16.9K -179 -0.9%
OW
1059
Olistico Wealth
Oklahoma
$1.77M +$1.77M +18,744 New
BHBT
1060
Burke & Herbert Bank & Trust
Virginia
$1.75M +$28.5K +301 +2%
TIA
1061
Tiemann Investment Advisors
California
$1.74M +$108K +1,138 +7%
CT
1062
Columbia Trust
Oregon
$1.74M +$290K +3,065 +20%
DFA
1063
Delta Financial Advisors
Louisiana
$1.74M +$95 +1 +0%
MOS
1064
MGO One Seven
Ohio
$1.73M +$196K +2,067 +13%
WA
1065
Waverly Advisors
Alabama
$1.73M -$81.4K -860 -4%
CAL
1066
Capital Advisors Ltd
Ohio
$1.73M +$50.2K +530 +3%
SPFA
1067
Summit Place Financial Advisors
New Jersey
$1.73M -$344K -3,636 -17%
PCA
1068
Providence Capital Advisors
North Carolina
$1.73M +$148K +1,568 +9%
SFI
1069
SPC Financial Inc
Maryland
$1.72M +$281K +2,965 +19%
VI
1070
Vestcor Inc
New Brunswick, Canada
$1.72M +$1.4M +14,800 +439%
WPC
1071
Wedmont Private Capital
Pennsylvania
$1.72M +$114K +1,174 +7%
PB
1072
Pinnacle Bancorp
Nebraska
$1.71M +$67.2K +710 +4%
BWM
1073
Birchcreek Wealth Management
Ohio
$1.71M +$104K +1,102 +7%
LPIC
1074
LeJeune Puetz Investment Counsel
Michigan
$1.7M +$473 +5 +0%
MFS
1075
McNamara Financial Services
Massachusetts
$1.7M +$276K +2,914 +19%
41 42
43
44 45