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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 %
WI
1551
WrapManager Inc
California
$509K -$72.8K -768 -13%
FPCG
1552
Fort Pitt Capital Group
Pennsylvania
$509K +$509K +5,377 New
OFG
1553
Oxford Financial Group
Indiana
$507K -$8.99K -95 -2%
PWA
1554
Pillar Wealth Advisors
Pennsylvania
$507K +$507K +5,361 New
CIA
1555
Compass Ion Advisors
Pennsylvania
$503K +$4.45K +47 +0.9%
AAG
1556
Armstrong Advisory Group
Massachusetts
$501K +$501K +5,295 New
D
1557
Dentgroup
Louisiana
$500K -$72.1K -762 -13%
GHA
1558
GW Henssler & Associates
Georgia
$500K +$17.2K +182 +4%
HT
1559
Headlands Technologies
Illinois
$497K +$497K +5,251 New
ST
1560
Somerset Trust
Pennsylvania
$496K – – –
LRIA
1561
Leonard Rickey Investment Advisors
Washington
$495K -$284 -3 -0.1%
WHCI
1562
W.H. Cornerstone Investments
Massachusetts
$495K -$6.8K -67 -1%
DL
1563
DOHJ LLC
Washington
$494K -$272K -2,875 -36%
RRWA
1564
Rainey & Randall Wealth Advisors
Florida
$492K +$4.64K +49 +1%
CCA
1565
Cobblestone Capital Advisors
New York
$492K +$9.46K +100 +2%
OFG
1566
OmniStar Financial Group
North Carolina
$491K -$15.8K -167 -3%
PMFA
1567
Plante Moran Financial Advisors
Michigan
$491K -$34.4K -364 -7%
IC
1568
IEQ Capital
California
$491K +$7.86K +83 +2%
LWMG
1569
Levy Wealth Management Group
Pennsylvania
$490K -$11K -116 -2%
FFL
1570
Financial Freedom LLC
Ohio
$488K +$488K +5,152 New
FNBTCON
1571
First National Bank & Trust Co of Newtown
Pennsylvania
$486K +$211K +2,225 +76%
WWM
1572
Wolff Wiese Magana
California
$485K -$71.8K -759 -13%
NB
1573
NBT Bank
New York
$483K -$33.9K -358 -7%
TRIA
1574
Trail Ridge Investment Advisors
Colorado
$483K +$95 +1 +0%
NP
1575
NorthRock Partners
Minnesota
$481K -$199K -2,098 -29%
61 62
63
64 65