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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
1
Arete Wealth Advisors
Illinois
$4.95B
2
CCMG
2
Clark Capital Management Group
Pennsylvania
$118M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$183M
4
US Bancorp
4
US Bancorp
Minnesota
$714M
5
Creative Planning
5
Creative Planning
Kansas
$165M

Top Sellers

1
UBS AM
1
UBS AM
Illinois
$0
2
HNB
2
Huntington National Bank
Ohio
$247M
3
Goldman Sachs
3
Goldman Sachs
New York
$880M
4
CWA
4
CM Wealth Advisors
Ohio
$1.69M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$1.36B
Name Holding Trade Value Shares
Change 		Shares
Change %
TF
101
TIAA FSB
Florida
$55.9M +$18.7M +197,848 +50%
Corient Private Wealth
102
Corient Private Wealth
Florida
$55.6M +$55.6M +587,910 New
SSB
103
Sandy Spring Bank
Maryland
$55.1M +$1.46M +15,470 +3%
AssetMark Inc
104
AssetMark Inc
California
$55M -$19.9M -210,397 -27%
Mercer Global Advisors
105
Mercer Global Advisors
Colorado
$53.6M +$2.86M +30,238 +6%
AAS
106
Avantax Advisory Services
Texas
$53.5M +$1.61M +16,971 +3%
SLT
107
St Louis Trust
Missouri
$52.5M -$4.55M -48,073 -8%
FBFS
108
First Business Financial Services
Wisconsin
$52M -$1.36M -14,341 -3%
APCM
109
Alaska Permanent Capital Management
Alaska
$50.4M -$1.24M -13,129 -2%
PAS
110
Park Avenue Securities
New York
$49.9M -$15.6M -164,614 -24%
Brown Advisory
111
Brown Advisory
Maryland
$49.9M +$11.1M +117,148 +29%
AWM
112
AE Wealth Management
Kansas
$49.1M +$3.51M +37,072 +8%
BF
113
BOK Financial
Oklahoma
$48.9M +$4.2M +44,375 +9%
CG
114
Colony Group
Massachusetts
$48.5M +$4.13M +43,680 +9%
OAM
115
Oppenheimer Asset Management
New York
$48.2M -$975K -10,305 -2%
GT
116
Glenview Trust
Kentucky
$47.6M +$7.47M +78,883 +19%
BCI
117
Brinker Capital Investments
Pennsylvania
$47.2M +$2.56M +27,029 +6%
GIM
118
Goelzer Investment Management
Indiana
$47.2M +$270K +2,849 +0.6%
JSW
119
Journey Strategic Wealth
New Jersey
$47M +$737K +7,788 +2%
VFA
120
Voya Financial Advisors
Connecticut
$46.3M -$2.5M -26,310 -5%
ST
121
Sageworth Trust
Pennsylvania
$45.1M -$7.57M -79,955 -14%
FSC
122
Full Sail Capital
Oklahoma
$45M +$4.63M +48,971 +11%
Bank of Nova Scotia
123
Bank of Nova Scotia
Ontario, Canada
$44.6M +$1.72M +18,200 +4%
Natixis Advisors
124
Natixis Advisors
Massachusetts
$44.5M -$7.57M -79,962 -15%
VOYA Investment Management
125
VOYA Investment Management
Georgia
$44.4M +$39.9M +421,144 +886%
3 4
5
6 7