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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 %
IA
1451
Insight Advisors
Pennsylvania
$638K -$17K -180 -3%
ME
1452
McIlrath & Eck
Washington
$637K +$132K +1,394 +26%
WPC
1453
Waters Parkerson & Co
Louisiana
$637K – – –
HA
1454
HFG Advisors
Ohio
$637K +$92.5K +977 +17%
LCC
1455
Lincoln Capital Corp
Rhode Island
$634K +$4.92K +52 +0.8%
LWCFA
1456
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$632K -$10.1K -107 -2%
GCA
1457
Gradient Capital Advisors
California
$632K +$284 +3 +0%
PCS
1458
Personal CFO Solutions
New Jersey
$632K -$138K -1,378 -18%
SFG
1459
Sather Financial Group
Texas
$631K – – –
CT
1460
Colonial Trust
South Carolina
$630K +$34.2K +361 +6%
EWP
1461
Engrave Wealth Partners
Texas
$630K +$132K +1,329 +27%
AAMC
1462
Asset Allocation & Management Company
Illinois
$629K – – –
JCM
1463
Jacobi Capital Management
Pennsylvania
$627K -$18.6K -197 -3%
PCM
1464
Perritt Capital Management
Illinois
$627K – – –
SSW
1465
Smith Shellnut Wilson
Mississippi
$623K +$623K +6,582 New
BB
1466
Berkshire Bank
Massachusetts
$621K -$111K -1,168 -15%
AA
1467
Argent Advisors
Louisiana
$620K +$2.56K +27 +0.4%
BFA
1468
Bragg Financial Advisors
North Carolina
$617K – – –
MWA
1469
MFA Wealth Advisors
Pennsylvania
$617K +$617K +6,520 New
LA
1470
LexAurum Advisors
Kansas
$617K -$79.5K -840 -11%
GA
1471
Greenspring Advisors
Maryland
$616K +$39.4K +416 +7%
SPAS
1472
Spectrum Planning & Advisory Services
California
$615K -$540K -5,706 -47%
WAG
1473
Winthrop Advisory Group
Massachusetts
$613K +$379K +4,002 +162%
EW
1474
Evoke Wealth
California
$612K -$19.9K -210 -3%
Fisher Asset Management
1475
Fisher Asset Management
Washington
$612K +$178K +1,876 +41%
57 58
59
60 61