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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 %
FEG
1601
Fund Evaluation Group
Ohio
$446K +$446K +4,710 New
DACG
1602
Donor Advised Charitable Giving
California
$445K +$6.53K +69 +1%
RWP
1603
RWA Wealth Partners
Massachusetts
$445K -$24.1K -242 -5%
GC
1604
GFG Capital
Florida
$445K -$33.4K -343 -7%
CSWM
1605
Cassady Schiller Wealth Management
Ohio
$444K -$5.11K -54 -1%
AFG
1606
Allegheny Financial Group
Pennsylvania
$442K -$1.33K -14 -0.3%
IWP
1607
IAG Wealth Partners
Wisconsin
$442K +$288K +3,048 +188%
NSIM
1608
North Star Investment Management
Illinois
$440K – – –
BCM
1609
BTC Capital Management
Iowa
$438K -$50K -528 -10%
FAG
1610
Fortitude Advisory Group
Washington
$437K -$26.7K -282 -6%
RFP
1611
RCS Financial Planning
Maryland
$437K +$437K +4,615 New
BC
1612
Bowman & Company
Wisconsin
$436K -$133K -1,402 -23%
RIL
1613
Rothschild Investment LLC
Illinois
$435K -$29K -307 -6%
JWBC
1614
J.W. Burns & Co
New York
$435K +$435K +4,600 New
DBRC
1615
D.B. Root & Company
Pennsylvania
$433K -$57.8K -611 -12%
MA
1616
MONECO Advisors
Connecticut
$432K -$77.7K -821 -15%
AP
1617
Appleton Partners
Massachusetts
$431K +$4.26K +45 +1%
MIM
1618
Macroview Investment Management
Maryland
$430K +$23.1K +244 +6%
FC
1619
Financial Consulate
Maryland
$427K +$427K +4,510 New
WPP
1620
Whalerock Point Partners
Rhode Island
$426K -$7.1K -75 -2%
CCT
1621
Capital City Trust
Florida
$426K -$98.2K -1,038 -19%
MAM
1622
Meeder Asset Management
Ohio
$424K -$5.81M -61,443 -93%
GI
1623
GS Investments
Minnesota
$424K -$473 -5 -0.1%
AA
1624
Advisory Alpha
Michigan
$423K -$1.7K -18 -0.4%
HAIM
1625
Hunter Associates Investment Management
Pennsylvania
$423K – – –
63 64
65
66 67