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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 %
LG
1676
LAM Group
Oregon
$379K +$379K +4,000 New
FM
1677
Foster & Motley
Ohio
$378K -$10.1K -107 -3%
PIM
1678
Parker Investment Management
California
$378K +$378K +3,998 New
AA
1679
Aufman Associates
Pennsylvania
$377K +$377K +3,979 New
SQA
1680
Simon Quick Advisors
New Jersey
$375K -$75.3K -796 -17%
PIA
1681
Powell Investment Advisors
Florida
$373K +$1.99K +21 +0.5%
SFG
1682
SNS Financial Group
Minnesota
$372K +$2.65K +28 +0.7%
BFG
1683
Berger Financial Group
Minnesota
$369K +$37.4K +395 +11%
NWM
1684
NEIRG Wealth Management
Massachusetts
$369K -$32.6K -344 -8%
BP
1685
BBR Partners
New York
$368K +$2.84K +30 +0.8%
BCM
1686
Brasada Capital Management
Texas
$367K +$5.96K +63 +2%
VNB
1687
Virginia National Bank
Virginia
$366K -$230K -2,429 -39%
MCM
1688
Mitchell Capital Management
Kansas
$366K -$3.98K -42 -1%
AWG
1689
Altus Wealth Group
Colorado
$361K -$1.47M -15,500 -80%
SCA
1690
STALEY CAPITAL ADVISERS
Pennsylvania
$361K – – –
PC
1691
Port Capital
Illinois
$360K +$474 +5 +0.1%
FBB
1692
Fulton Breakefield Broenniman
Maryland
$359K -$17.4K -184 -5%
SBWIC
1693
Schaper Benz & Wise Investment Counsel
Wisconsin
$358K -$120K -1,264 -25%
PFG
1694
Pinnacle Financial Group
Illinois
$357K -$9.37K -99 -3%
HWA
1695
Heartwood Wealth Advisors
Virginia
$357K -$28.9K -305 -7%
NCM
1696
Novare Capital Management
North Carolina
$356K +$356K +3,758 New
ACP
1697
Arcus Capital Partners
Georgia
$354K +$27K +285 +8%
PPW
1698
Presilium Private Wealth
Pennsylvania
$354K +$354K +3,739 New
GIA
1699
Guyasuta Investment Advisors
Pennsylvania
$354K – – –
CWS
1700
Confluence Wealth Services
Pennsylvania
$353K -$19.3K -204 -5%
66 67
68
69 70