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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 %
CB
1076
Cadence Bank
Mississippi
$1.7M +$86.6K +915 +5%
AO
1077
Advisor OS
Illinois
$1.69M -$3M -31,649 -64%
CBFP
1078
Cedar Brook Financial Partners
Ohio
$1.69M +$190K +2,008 +13%
CWA
1079
CM Wealth Advisors
Ohio
$1.69M -$146M -1,540,698 -99%
WCA
1080
Waypoint Capital Advisors
Minnesota
$1.69M +$284 +3 +0%
BJL
1081
Brighton Jones LLC
Washington
$1.68M -$59.3K -627 -3%
WI
1082
Wintrust Investments
Illinois
$1.68M -$384K -4,053 -19%
ACP
1083
Aveo Capital Partners
Colorado
$1.68M -$42.2K -446 -2%
SA
1084
Strategic Advisors
New York
$1.68M -$15.4K -163 -0.9%
FFWA
1085
FRG Family Wealth Advisors
Washington
$1.68M -$36.9K -390 -2%
WGCA
1086
Wolf Group Capital Advisors
Virginia
$1.68M +$142K +1,502 +9%
FPGK
1087
Financial Partners Group (Kansas)
Kansas
$1.67M +$249K +2,375 +17%
AL
1088
ADE LLC
Maryland
$1.67M +$593K +6,271 +55%
GPWA
1089
Great Point Wealth Advisors
Massachusetts
$1.66M -$5.87K -62 -0.4%
DLHL
1090
Donald L. Hagan LLC
Florida
$1.66M -$108K -1,137 -6%
PA
1091
Probity Advisors
Texas
$1.65M +$58.2K +615 +4%
NRI
1092
NFP Retirement Inc
California
$1.65M -$75.5K -798 -4%
ACM
1093
AUA Capital Management
Pennsylvania
$1.65M -$16.8K -177 -1%
SXL
1094
Summit X LLC
Missouri
$1.64M -$1.04M -11,281 -39%
TPWA
1095
TRUE Private Wealth Advisors
Oregon
$1.64M -$383K -4,042 -19%
LDFR
1096
Lehman & Derafelo Financial Resources
Pennsylvania
$1.64M +$43.1K +455 +3%
RCA
1097
Rex Capital Advisors
Rhode Island
$1.64M +$1.64M +17,283 New
CA
1098
Crewe Advisors
Utah
$1.64M +$945K +9,983 +137%
CCFM
1099
Clear Creek Financial Management
Washington
$1.63M -$706K -7,458 -30%
W
1100
WealthOne
New York
$1.62M -$312K -3,299 -16%
42 43
44
45 46