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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 %
PGA
1151
Portland Global Advisors
Maine
$1.39M +$1.01M +10,720 +269%
FFA
1152
Farther Finance Advisors
California
$1.39M +$1.39M +14,684 New
RWRC
1153
R.W. Roge & Company
New York
$1.39M -$89.6K -947 -6%
JFGIW
1154
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.39M -$26.5K -280 -2%
Loomis, Sayles & Company
1155
Loomis, Sayles & Company
Massachusetts
$1.38M +$1.34M +14,118 +2,846%
SWA
1156
Strategies Wealth Advisors
Michigan
$1.38M +$1.38M +14,579 New
LC
1157
Lavaca Capital
Texas
$1.38M +$1.38M +14,571 New
ESB
1158
Essex Savings Bank
Connecticut
$1.38M +$7.86K +83 +0.6%
LFAS
1159
Level Four Advisory Services
Texas
$1.37M -$524K -5,534 -28%
AWM
1160
Axxcess Wealth Management
California
$1.37M +$633K +6,690 +86%
IAS
1161
Investment Advisory Services
Texas
$1.37M -$14.3K -151 -1%
SMWM
1162
Silvia McColl Wealth Management
California
$1.37M +$1.37M +14,463 New
ECA
1163
Elevated Capital Advisors
Utah
$1.37M -$92.4K -976 -6%
LFG
1164
Lockerman Financial Group
California
$1.36M +$984K +10,399 +260%
SFG
1165
Sovereign Financial Group
Connecticut
$1.36M +$41K +433 +3%
MSRPS
1166
Maryland State Retirement & Pension System
Maryland
$1.35M +$1.35M +14,282 New
SIAS
1167
Summit Investment Advisory Services
Minnesota
$1.35M +$1.35M +14,254 New
SFB
1168
STAR Financial Bank
Indiana
$1.35M +$1.35M +14,249 New
QPWM
1169
Quadrant Private Wealth Management
Pennsylvania
$1.35M +$1.35M +14,244 New
PA
1170
Paragon Advisors
Texas
$1.35M -$4.68M -49,434 -78%
MTIC
1171
Missouri Trust & Investment Company
Missouri
$1.34M +$136K +1,440 +11%
CWA
1172
Continuum Wealth Advisors
New York
$1.34M +$1.34M +14,121 New
CM
1173
Columbus Macro
Pennsylvania
$1.34M +$855K +9,038 +178%
WF
1174
Williams Financial
Vermont
$1.33M -$131K -1,385 -9%
VWA
1175
V Wealth Advisors
Kansas
$1.32M +$401K +4,236 +44%
45 46
47
48 49