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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 %
PAM
1176
Peak Asset Management
Colorado
$1.32M -$75.7K -800 -5%
SWM
1177
Southern Wealth Management
Texas
$1.31M +$487K +5,150 +59%
LW
1178
Linscomb Wealth
Texas
$1.3M +$212K +2,236 +19%
FWM
1179
Forza Wealth Management
Florida
$1.3M +$1.3M +13,771 New
HIS
1180
Horizon Investment Services
Indiana
$1.3M -$69.3K -732 -5%
MSAM
1181
Moloney Securities Asset Management
Missouri
$1.3M -$38.7K -409 -3%
SB
1182
Sunflower Bank
Texas
$1.29M -$564K -5,957 -30%
CC
1183
Cadinha & Co
Hawaii
$1.29M +$3.12K +33 +0.2%
ATWA
1184
Arbor Trust Wealth Advisors
Michigan
$1.28M +$69.1K +730 +6%
4WM
1185
4J Wealth Management
Virginia
$1.27M +$18.8K +199 +2%
DPI
1186
Diversified Portfolios Inc
Michigan
$1.27M +$1.27M +13,438 New
BO
1187
Bank OZK
Arkansas
$1.27M +$96.2K +1,017 +8%
DWMG
1188
DB Wealth Management Group
California
$1.27M -$617K -6,523 -33%
TTWM
1189
TCV Trust & Wealth Management
Virginia
$1.26M +$68.4K +723 +6%
ONST
1190
Old North State Trust
North Carolina
$1.26M -$132K -1,397 -10%
GA
1191
Goldstein Advisors
Wisconsin
$1.26M +$1.26M +13,297 New
GWA
1192
GGM Wealth Advisors
Maryland
$1.25M +$390K +4,022 +45%
VCA
1193
Verdence Capital Advisors
Maryland
$1.25M +$189 +2 +0%
LA
1194
Lane & Associates
New Jersey
$1.25M +$1.25M +13,206 New
LC
1195
LCNB Corp
Ohio
$1.25M -$148K -1,562 -11%
EIA
1196
Eldridge Investment Advisors
New Hampshire
$1.25M – – –
BB
1197
Busey Bank
Illinois
$1.24M -$25.2K -266 -2%
SHFA
1198
SC&H Financial Advisors
Maryland
$1.24M -$27.2K -287 -2%
LSIA
1199
LaSalle St. Investment Advisors
Illinois
$1.24M +$1.24M +13,113 New
IC
1200
Inscription Capital
Texas
$1.24M +$57.4K +607 +5%
46 47
48
49 50