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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 %
AWM
1376
Adams Wealth Management
Utah
$799K +$799K +8,438 New
AWP
1377
Ascent Wealth Partners
New York
$789K -$14.6K -154 -2%
BCM
1378
Bayesian Capital Management
New York
$789K +$221K +2,339 +39%
MCCA
1379
Mill Creek Capital Advisors
Pennsylvania
$786K +$786K +8,302 New
JBA
1380
Johnson Bixby & Associates
Washington
$781K -$66.4K -702 -8%
VAM
1381
Verity Asset Management
North Carolina
$775K +$775K +8,190 New
NCM
1382
NCM Capital Management
New Jersey
$774K -$4.35K -46 -0.6%
OAP
1383
One Advisory Partners
Kansas
$773K -$175K -1,850 -18%
G
1384
GenTrust
Florida
$772K -$441K -4,662 -36%
HWM
1385
Horizons Wealth Management
North Carolina
$770K +$23.6K +249 +3%
RFG
1386
Range Financial Group
Oregon
$769K +$49.3K +521 +7%
MI
1387
Moneywise Inc
Virginia
$768K +$95 +1 +0%
NRW
1388
Nova R Wealth
Kansas
$768K -$94.4K -997 -11%
WP
1389
Wealthspan Partners
Iowa
$758K -$5.58K -59 -0.7%
Invesco
1390
Invesco
Georgia
$750K +$94.7K +1,001 +14%
LF
1391
Lantz Financial
Illinois
$744K +$34.2K +361 +5%
TA
1392
TrueWealth Advisors
Alabama
$742K -$23.4K -247 -3%
STCOSD
1393
Sageworth Trust Company of South Dakota
South Dakota
$742K -$1.38M -14,539 -65%
NS
1394
Newman & Schimel
Illinois
$741K -$204K -2,159 -22%
DFG
1395
Delta Financial Group
New Jersey
$732K +$732K +7,717 New
RSVP
1396
Ramsay Stattman Vela & Price
Colorado
$729K +$27K +285 +4%
MLA
1397
My Legacy Advisors
Oregon
$729K +$47K +438 +7%
CRI
1398
Colonial River Investments
Virginia
$726K -$2.59M -27,385 -78%
SC
1399
Sierra Capital
Florida
$726K – – –
SWP
1400
Strategic Wealth Partners
Ohio
$725K -$159K -1,679 -18%
54 55
56
57 58