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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 %
ICP
1276
Interchange Capital Partners
Pennsylvania
$1.03M -$219K -2,319 -17%
BAAM
1277
Baker Avenue Asset Management
California
$1.03M -$436K -4,609 -30%
LSA
1278
Lansing Street Advisors
Pennsylvania
$1.03M +$9.65K +102 +0.9%
Deutsche Bank
1279
Deutsche Bank
Germany
$1.03M +$29.7K +314 +3%
DJYG
1280
David J. Yvars Group
Florida
$1.03M -$13.5K -143 -1%
TFS
1281
TrustCore Financial Services
Tennessee
$1.03M +$563K +5,944 +122%
LWAC
1282
Laurel Wealth Advisors (California)
California
$1.03M +$2.37K +25 +0.2%
EWA
1283
Evolution Wealth Advisors
Florida
$1.02M – – –
TF
1284
Tompkins Financial
New York
$1.02M – – –
MHR
1285
Matthew Hamilton Rosenberg
$1.02M -$85.2K -900 -8%
WCFA
1286
Walkner Condon Financial Advisors
Wisconsin
$1.02M +$243K +2,568 +31%
RWMH
1287
Riverpoint Wealth Management Holdings
Illinois
$1.02M +$175K +1,854 +21%
BFM
1288
Broadview Financial Management
Wisconsin
$1.01M +$46.8K +495 +5%
CHA
1289
Carmichael Hill & Associates
Maryland
$1M -$123K -1,304 -11%
SCA
1290
St. Clair Advisors
Ohio
$1M +$252K +2,667 +34%
TC
1291
TownSquare Capital
Utah
$1M +$181K +1,914 +22%
1IA
1292
1834 Investment Advisors
Wisconsin
$999K +$1.42K +15 +0.1%
KF
1293
Krilogy Financial
Missouri
$995K +$569K +6,017 +134%
TWA
1294
Talisman Wealth Advisors
New Jersey
$995K +$995K +10,518 New
IP
1295
Ignite Planners
California
$993K -$37.6K -368 -4%
GM
1296
GeoWealth Management
Illinois
$990K +$866K +9,155 +698%
VAS
1297
Vestmark Advisory Solutions
Massachusetts
$987K +$145K +1,530 +17%
C1AG
1298
Client 1st Advisory Group
Florida
$983K +$602K +6,364 +158%
MWM
1299
Maltin Wealth Management
New Jersey
$982K -$1.15M -12,166 -54%
VWA
1300
Visionary Wealth Advisors
Illinois
$976K +$754K +7,963 +340%
50 51
52
53 54