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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 %
TRSOTSOK
1251
Teachers Retirement System of the State of Kentucky
Kentucky
$1.09M – – –
CFA
1252
CWS Financial Advisors
Michigan
$1.09M -$1.78M -16,373 -62%
LWM
1253
Lyell Wealth Management
California
$1.09M -$41.6K -440 -4%
KDA
1254
Kraft Davis & Associates
Missouri
$1.08M +$1.08M +10,428 New
KWS
1255
Keystone Wealth Services
California
$1.08M -$342K -3,610 -24%
HCM
1256
Howland Capital Management
Massachusetts
$1.08M -$93.7K -990 -8%
CL
1257
Choreo LLC
Illinois
$1.08M -$42.4K -448 -4%
SOADOR
1258
State of Alaska Department of Revenue
Alaska
$1.08M +$583K +6,160 +118%
AIS
1259
American Investment Services
Massachusetts
$1.07M -$4.73K -50 -0.4%
WCWM
1260
Wooster Corthell Wealth Management
Connecticut
$1.07M +$37.6K +397 +4%
RT
1261
Rockland Trust
Massachusetts
$1.06M -$2.65K -28 -0.2%
TAM
1262
Townsend Asset Management
North Carolina
$1.06M +$48.1K +508 +5%
CCM
1263
Coldstream Capital Management
Washington
$1.06M +$1.06M +11,180 New
SAM
1264
Silvercrest Asset Management
New York
$1.06M – – –
IAA
1265
Independent Advisor Alliance
North Carolina
$1.06M -$68.7K -726 -6%
DW
1266
Domani Wealth
Pennsylvania
$1.05M – – –
AOWM
1267
Alpha Omega Wealth Management
Virginia
$1.05M +$27.4K +289 +3%
JIC
1268
Joel Isaacson & Co
New York
$1.05M -$92.9K -982 -8%
FWIA
1269
Fort Washington Investment Advisors
Ohio
$1.05M -$127K -1,346 -11%
SCM
1270
Seascape Capital Management
New Hampshire
$1.05M +$804K +8,497 +328%
SBH
1271
Segall Bryant & Hamill
Illinois
$1.05M -$77.4K -818 -7%
CG
1272
Corundum Group
Colorado
$1.05M -$237K -2,500 -18%
AWA
1273
Aaron Wealth Advisors
Illinois
$1.04M +$342K +3,610 +49%
HIA
1274
Harbor Investment Advisory
Maryland
$1.04M +$167K +1,765 +19%
WC
1275
Woodstock Corp
Massachusetts
$1.04M +$346K +3,658 +50%
49 50
51
52 53