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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 %
SRC
1651
Sage Rhino Capital
California
$401K – – –
PHIC
1652
Pine Haven Investment Counsel
Massachusetts
$400K – – –
OPWM
1653
Oxinas Partners Wealth Management
Indiana
$400K -$20.8K -220 -5%
OLA
1654
Oliver Luxxe Assets
New Jersey
$400K +$23.8K +251 +6%
FPB
1655
First PREMIER Bank
South Dakota
$399K +$23.2K +245 +6%
RPCA
1656
Running Point Capital Advisors
California
$397K – – –
SAM
1657
Seelaus Asset Management
New Jersey
$397K -$9.55K -101 -2%
FFP
1658
FourThought Financial Partners
Florida
$397K +$397K +4,191 New
ACG
1659
Allen Capital Group
Nebraska
$396K -$888K -9,380 -69%
AWA
1660
Archvest Wealth Advisors
California
$396K +$95 +1 +0%
FMTC
1661
Farmers & Merchants Trust Company
California
$396K +$36.9K +390 +10%
SAS
1662
Stelac Advisory Services
New York
$395K -$68K -719 -15%
WH
1663
Willner & Heller
California
$395K +$11.8K +125 +3%
SW
1664
Simplicity Wealth
New Jersey
$391K +$391K +4,136 New
SMG
1665
Smart Money Group
Texas
$391K +$1.33K +14 +0.3%
SWM
1666
Segment Wealth Management
Texas
$390K – – –
BWP
1667
Balboa Wealth Partners
Arizona
$390K +$1.89K +20 +0.5%
SNB
1668
Security National Bank
Nebraska
$389K +$11.7K +124 +3%
TWC
1669
TD Waterhouse Canada
Ontario, Canada
$388K -$81.2K -801 -17%
OWA
1670
Octavia Wealth Advisors
Ohio
$388K -$33.4K -353 -8%
CRI
1671
Commonwealth Retirement Investments
Virginia
$385K +$385K +4,065 New
BFG
1672
Beacon Financial Group
Texas
$384K -$40.3K -426 -10%
IWN
1673
Independent Wealth Network
Iowa
$383K -$1.89K -20 -0.5%
DSC
1674
Duncker Streett & Co
Missouri
$383K – – –
ES
1675
Eagle Strategies
New York
$380K +$380K +4,019 New
65 66
67
68 69