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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 %
CAM
1576
Concorde Asset Management
Michigan
$481K -$252K -2,659 -34%
RCM
1577
Raleigh Capital Management
North Carolina
$477K -$182K -1,922 -28%
M
1578
MOTCO
Texas
$477K -$5.39K -57 -1%
LCM
1579
Linker Capital Management
Kentucky
$473K – – –
IIM
1580
Ipswich Investment Management
Massachusetts
$473K +$89.9K +950 +23%
SIC
1581
Sterling Investment Counsel
New York
$472K +$126K +1,327 +36%
WG
1582
Welch Group
Alabama
$472K +$472K +4,982 New
TFA
1583
Teamwork Financial Advisors
Texas
$468K +$59K +623 +14%
NPP
1584
New Potomac Partners
Maryland
$466K +$16K +169 +4%
AF
1585
Alerus Financial
North Dakota
$466K -$11.8K -125 -2%
AIA
1586
Angeles Investment Advisors
California
$466K +$466K +4,920 New
WFA
1587
WMG Financial Advisors
Tennessee
$460K -$2.37K -25 -0.5%
PG
1588
Patten Group
Tennessee
$460K -$48.1K -508 -9%
AIM
1589
Alhambra Investment Management
Florida
$459K -$8.52K -90 -2%
HBWM
1590
Hollow Brook Wealth Management
New York
$458K +$51.7K +546 +13%
T
1591
TRUADVICE
Florida
$457K -$40.7K -403 -8%
KSWA
1592
Kathleen S. Wright Associates
Pennsylvania
$456K +$2.18K +23 +0.5%
LA
1593
Latitude Advisors
Florida
$455K +$48.2K +509 +12%
AF
1594
Aldebaran Financial
$455K -$20.5K -217 -4%
BCMLT
1595
Beacon Capital Management LLC (Tennessee)
Tennessee
$451K -$76.4K -807 -14%
SHWM
1596
Silicon Hills Wealth Management
Texas
$450K -$54.2K -573 -11%
CWP
1597
CFM Wealth Partners
Texas
$449K – – –
IWA
1598
Intercontinental Wealth Advisors
Texas
$449K -$18.9K -200 -4%
CWM
1599
Catalyst Wealth Management
Georgia
$448K +$448K +4,735 New
TC
1600
Truvestments Capital
Florida
$447K -$63.2K -668 -12%
62 63
64
65 66