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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 %
B
1351
Bridgeworth
Alabama
$860K +$114K +1,207 +15%
GFL
1352
Granite FO LLC
New Hampshire
$860K +$860K +8,440 New
IPW
1353
Intergy Private Wealth
Colorado
$859K +$22.4K +237 +3%
WDG
1354
Wealth Dimensions Group
Ohio
$855K +$379 +4 +0%
CCG
1355
Cypress Capital Group
Florida
$853K -$164K -1,735 -16%
BPC
1356
Banque Pictet & Cie
Switzerland
$852K – – –
KAM
1357
Kraft Asset Management
Tennessee
$852K – – –
EBSAM
1358
Eubel Brady & Suttman Asset Management
Ohio
$851K +$2.46K +26 +0.3%
AFA
1359
Arlington Financial Advisors
California
$848K +$848K +8,960 New
EWA
1360
EverSource Wealth Advisors
Alabama
$845K +$64.1K +677 +8%
WJWM
1361
Williams Jones Wealth Management
New York
$844K +$72.4K +765 +9%
VAFP
1362
Vahanian & Associates Financial Planning
New York
$840K -$5.49K -58 -0.6%
FB
1363
First Bancorp
Maine
$837K -$80.9K -855 -9%
SPIO
1364
Seven Post Investment Office
California
$835K – – –
Renaissance Technologies
1365
Renaissance Technologies
New York
$833K +$833K +8,800 New
MFT
1366
Moisand Fitzgerald Tamayo
Florida
$832K +$189 +2 +0%
BBW
1367
Blue Barn Wealth
Utah
$822K -$23.9K -252 -3%
SIA
1368
SeaBridge Investment Advisors
New Jersey
$812K +$35K +370 +5%
MWA
1369
Motive Wealth Advisors
Michigan
$808K -$44.3K -468 -5%
TCM
1370
Tufton Capital Management
Maryland
$807K +$1.14K +12 +0.1%
BCM
1371
Brookmont Capital Management
Texas
$804K -$18K -190 -2%
ANBT
1372
American National Bank & Trust
Texas
$803K +$473 +5 +0.1%
SEEDPG
1373
S.E.E.D. Planning Group
New York
$802K -$19.5K -206 -2%
ACM
1374
Ategra Capital Management
Virginia
$800K +$142K +1,504 +22%
WOSD
1375
WFA of San Diego
California
$799K -$473 -5 -0.1%
53 54
55
56 57