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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 %
FCA
1126
FLC Capital Advisors
California
$1.53M -$750K -7,925 -33%
SIA
1127
Schechter Investment Advisors
Michigan
$1.53M -$377K -3,979 -20%
PL
1128
Plancorp LLC
Missouri
$1.52M +$22K +232 +1%
TA
1129
TFG Advisers
Michigan
$1.51M +$2.46K +26 +0.2%
JWCA
1130
J.W. Coons Advisors
Ohio
$1.51M -$136K -1,437 -8%
SWP
1131
ShoreHaven Wealth Partners
New Jersey
$1.51M -$59.5K -629 -4%
LFG
1132
Larson Financial Group
Missouri
$1.5M +$1.18M +12,458 +371%
PWM
1133
Palumbo Wealth Management
New York
$1.5M -$388K -4,099 -21%
E
1134
ETFidea
New York
$1.48M -$59.4K -628 -4%
RWMG
1135
Redwood Wealth Management Group
New Jersey
$1.48M +$1.48M +15,668 New
KC
1136
Kingfisher Capital
North Carolina
$1.48M -$217K -2,291 -13%
CRWM
1137
Castle Rock Wealth Management
California
$1.48M -$110K -1,079 -7%
JFG
1138
JMG Financial Group
Illinois
$1.46M +$52.8K +558 +4%
TCA
1139
Transcend Capital Advisors
New Jersey
$1.46M -$20.4K -216 -1%
TW
1140
TrinityPoint Wealth
Connecticut
$1.44M +$230K +2,427 +19%
MMA
1141
Miracle Mile Advisors
California
$1.43M -$472K -4,984 -25%
TLFA
1142
True Link Financial Advisors
California
$1.43M -$37.6K -397 -3%
CPP
1143
Capasso Planning Partners
South Carolina
$1.43M +$173K +1,829 +14%
FCB
1144
First County Bank
Connecticut
$1.43M +$1.43M +15,086 New
TCWA
1145
Ten Capital Wealth Advisors
Washington
$1.42M +$178K +1,881 +14%
PA
1146
PFG Advisors
Arizona
$1.42M +$34.9K +369 +3%
ZF
1147
Zhang Financial
Michigan
$1.42M -$41.7K -441 -3%
CA
1148
Cambridge Advisors
Nebraska
$1.41M -$141K -1,488 -9%
FHC
1149
First Heartland Consultants
Missouri
$1.4M -$200K -2,108 -12%
KW
1150
KWB Wealth
California
$1.4M -$173K -1,824 -11%
44 45
46
47 48