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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
1
Arete Wealth Advisors
Illinois
$4.95B
2
CCMG
2
Clark Capital Management Group
Pennsylvania
$118M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$183M
4
US Bancorp
4
US Bancorp
Minnesota
$714M
5
Creative Planning
5
Creative Planning
Kansas
$165M

Top Sellers

1
UBS AM
1
UBS AM
Illinois
$0
2
HNB
2
Huntington National Bank
Ohio
$247M
3
Goldman Sachs
3
Goldman Sachs
New York
$880M
4
CWA
4
CM Wealth Advisors
Ohio
$1.69M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$1.36B
Name Holding Trade Value Shares
Change 		Shares
Change %
ODIJL
126
One Day In July LLC
Vermont
$43.3M +$4.15M +43,869 +11%
SW
127
SVB Wealth
Massachusetts
$43.2M +$5.76M +60,894 +15%
CA
128
Cetera Advisors
Colorado
$43M +$5.35M +56,528 +14%
TF
129
Trek Financial
Arizona
$41.5M -$16.4M -172,764 -28%
FT
130
Fiduciary Trust
Massachusetts
$41.3M -$8.46M -89,346 -17%
SWP
131
Stratos Wealth Partners
Ohio
$39.9M +$815K +8,608 +2%
Citigroup
132
Citigroup
New York
$39.8M -$1.28M -13,537 -3%
MWM
133
Mission Wealth Management
California
$39.6M +$5.55M +58,632 +16%
TC
134
Telemus Capital
Michigan
$39.5M +$2.1M +21,607 +6%
GWM
135
Geneos Wealth Management
Colorado
$39.1M +$1.21M +12,769 +3%
MAWA
136
Moss Adams Wealth Advisors
Washington
$39.1M +$39.1M +412,860 New
FLPIM
137
F.L. Putnam Investment Management
Massachusetts
$38.8M +$363K +3,837 +0.9%
KA
138
Klingman & Associates
New York
$38.6M +$2.19M +23,192 +6%
AWS
139
Atria Wealth Solutions
New York
$38.6M +$732K +7,737 +2%
VA
140
Valmark Advisers
Ohio
$38.6M -$1.05M -11,059 -3%
NQWM
141
Northwest Quadrant Wealth Management
Oregon
$38.3M -$1.33K -14 -0%
CPSAC
142
Chas P. Smith & Associates (CPS)
Florida
$37.8M -$448K -4,735 -1%
BSB
143
Bangor Savings Bank
Maine
$37.5M +$290K +3,062 +0.8%
WA
144
Wealth Architects
California
$36.5M -$243K -2,566 -0.7%
CI
145
Conning Inc
Connecticut
$36.3M -$480K -5,076 -1%
UBV
146
United Bank (Virginia)
Virginia
$36.2M -$2.93M -30,992 -7%
LWMT
147
Legacy Wealth Management (Tennessee)
Tennessee
$36M +$1.45M +15,300 +4%
AF
148
Arrow Financial
New York
$35.7M +$1.03M +10,887 +3%
MIA
149
MainStreet Investment Advisors
Illinois
$35.7M -$1.91M -20,216 -5%
AF
150
Allworth Financial
California
$35.2M +$6.52M +68,929 +23%
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