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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 %
LFG
1201
Leverty Financial Group
Wisconsin
$1.24M -$91.9K -971 -7%
PW
1202
Peninsula Wealth
California
$1.24M +$40.3K +426 +3%
MSWMA
1203
Market Street Wealth Management Advisors
Indiana
$1.23M -$316K -3,342 -20%
CCA
1204
Clearwater Capital Advisors
Illinois
$1.23M +$154K +1,624 +14%
GPI
1205
General Partner Inc
Pennsylvania
$1.23M +$1.23M +12,960 New
GWM
1206
GSB Wealth Management
Connecticut
$1.22M +$52.9K +559 +5%
AFS
1207
Annapolis Financial Services
Maryland
$1.22M -$103K -1,093 -8%
GIA
1208
Goodwin Investment Advisory
Georgia
$1.22M -$650K -6,864 -35%
WW
1209
Westshore Wealth
California
$1.21M +$1.21M +12,838 New
WA
1210
WP Advisors
California
$1.21M +$11.5K +121 +1%
PFA
1211
Pinnacle Family Advisors
Missouri
$1.21M +$1.21M +12,785 New
CIBC World Market
1212
CIBC World Market
Ontario, Canada
$1.21M -$541K -5,711 -31%
SM
1213
Sensible Money
Arizona
$1.21M +$1.21M +12,752 New
HCA
1214
Harbour Capital Advisors
Virginia
$1.19M +$43.4K +459 +4%
WAL
1215
W Advisors LLC
Tennessee
$1.19M -$9.37K -99 -0.8%
SFS
1216
Security Financial Services
Indiana
$1.18M -$34.1K -360 -3%
MIC
1217
Meridian Investment Counsel
California
$1.18M – – –
CL
1218
COWA LLC
Oklahoma
$1.18M -$129K -1,268 -10%
WWA
1219
WCG Wealth Advisors
Nevada
$1.17M +$62.2K +657 +6%
CFFP
1220
Center for Financial Planning
Michigan
$1.16M -$8.42K -89 -0.7%
BFA
1221
Beacon Financial Advisory
Ohio
$1.16M -$29.2K -309 -2%
BA
1222
Ballast Advisors
Minnesota
$1.16M -$28.5K -301 -2%
MA
1223
Mangham Associates
Virginia
$1.16M +$982K +10,377 +545%
IFA
1224
Index Fund Advisors
California
$1.16M -$9.75K -103 -0.8%
CT
1225
Cambridge Trust
Massachusetts
$1.16M +$36K +381 +3%
47 48
49
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