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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 %
WFA
1101
Wellspring Financial Advisors
Ohio
$1.62M -$2.43K -517 -0.2%
ADL
1102
Asset Dedication LLC
California
$1.62M +$225K +2,375 +16%
BHWM
1103
Bay Harbor Wealth Management
Maryland
$1.61M -$103K -1,091 -6%
KBFS
1104
Kohmann Bosshard Financial Services
Ohio
$1.61M – – –
WEG
1105
World Equity Group
Illinois
$1.61M -$43K -454 -3%
PIM
1106
Penobscot Investment Management
Massachusetts
$1.61M -$8.52K -90 -0.5%
SFM
1107
Signet Financial Management
New Jersey
$1.6M -$18K -190 -1%
WIP
1108
WealthCare Investment Partners
Rhode Island
$1.6M +$35.2K +372 +2%
OWP
1109
Obermeyer Wealth Partners
Colorado
$1.6M +$16.2K +171 +1%
RIA
1110
Realta Investment Advisors
Delaware
$1.59M +$3.5K +37 +0.2%
PPP
1111
Private Portfolio Partners
New Jersey
$1.59M -$42.4K -448 -3%
SWP
1112
Summit Wealth Partners
Florida
$1.59M +$172K +1,822 +12%
RB
1113
Renasant Bank
Mississippi
$1.59M +$7K +74 +0.4%
CAWM
1114
Capital Advisors Wealth Management
Washington
$1.59M +$47K +497 +3%
CWM
1115
Centurion Wealth Management
Virginia
$1.58M +$1.58M +16,690 New
BFA
1116
Beaumont Financial Advisors
Massachusetts
$1.58M -$48.3K -510 -3%
PCM
1117
Pennsylvania Capital Management
Pennsylvania
$1.58M -$354K -3,566 -18%
SC
1118
Steph & Co
Wisconsin
$1.57M +$35.4K +374 +2%
MPM
1119
Meritage Portfolio Management
Kansas
$1.56M -$25.3K -267 -2%
IIC
1120
Integrated Investment Consultants
Michigan
$1.55M -$52.9K -559 -3%
CAAM
1121
Cornerstone Advisors Asset Management
Pennsylvania
$1.55M +$99.2K +1,048 +7%
HNWAG
1122
High Net Worth Advisory Group
Florida
$1.55M -$277K -2,930 -15%
LWM
1123
Lionsbridge Wealth Management
Florida
$1.55M +$1.55M +16,342 New
SL
1124
Sentinus LLC
Illinois
$1.54M -$21.8K -230 -1%
SFP
1125
Sterling Financial Planning
New Jersey
$1.54M -$118K -1,252 -7%
43 44
45
46 47