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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
1
Arete Wealth Advisors
Illinois
$4.95B
2
CCMG
2
Clark Capital Management Group
Pennsylvania
$118M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$183M
4
US Bancorp
4
US Bancorp
Minnesota
$714M
5
Creative Planning
5
Creative Planning
Kansas
$165M

Top Sellers

1
UBS AM
1
UBS AM
Illinois
$0
2
HNB
2
Huntington National Bank
Ohio
$247M
3
Goldman Sachs
3
Goldman Sachs
New York
$880M
4
CWA
4
CM Wealth Advisors
Ohio
$1.69M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$1.36B
Name Holding Trade Value Shares
Change 		Shares
Change %
GW
151
GW & Wade
Massachusetts
$35.1M +$5.42M +57,277 +18%
LSAG
152
Lake Street Advisors Group
New Hampshire
$35.1M +$2.69M +28,475 +8%
MPWT
153
MassMutual Private Wealth & Trust
Connecticut
$34.3M -$412K -4,352 -1%
FDCDDQ
154
Federation des caisses Desjardins du Quebec
Quebec, Canada
$34M +$7.77M +82,115 +30%
EH
155
Equitable Holdings
New York
$32.9M +$4.53M +47,895 +16%
OCG
156
Opus Capital Group
Ohio
$32.7M -$56.3K -595 -0.2%
WPA
157
West Paces Advisors
Georgia
$32.5M +$817K +8,635 +3%
Qube Research & Technologies (QRT)
158
Qube Research & Technologies (QRT)
United Kingdom
$32M -$3.3M -34,842 -9%
AFG
159
Albion Financial Group
Utah
$31.9M +$192K +2,025 +0.6%
R
160
Rebalance
California
$31.9M +$31.9M +336,735 New
Lazard Asset Management
161
Lazard Asset Management
New York
$31.8M -$804K -8,494 -2%
JWA
162
JFS Wealth Advisors
Pennsylvania
$31.1M -$28.3K -299 -0.1%
CWM
163
Cahaba Wealth Management
Georgia
$30.4M +$1.79M +18,929 +6%
HW
164
Hancock Whitney
Mississippi
$30M +$3.07M +32,428 +11%
BCM
165
Brookstone Capital Management
Illinois
$30M -$1.93M -19,872 -6%
CCA
166
Conservest Capital Advisors
Pennsylvania
$29.3M +$29.3M +309,612 New
RWM
167
RKL Wealth Management
Pennsylvania
$29.1M +$637K +6,731 +2%
Allspring Global Investments
168
Allspring Global Investments
North Carolina
$29M -$779K -8,234 -3%
OIA
169
OneDigital Investment Advisors
Kansas
$28.5M +$6.4M +67,614 +29%
ECG
170
Edge Capital Group
Georgia
$28.2M -$3.19M -33,750 -10%
AIA
171
Ally Invest Advisors
North Carolina
$28.2M -$143K -1,516 -0.5%
PA
172
Planning Alternatives
Michigan
$28.1M -$740K -7,817 -3%
BP
173
Ballentine Partners
Massachusetts
$28M +$1.77M +18,711 +7%
CCWA
174
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$27.5M +$27.5M +290,560 New
ERWM
175
Elk River Wealth Management
Colorado
$27.4M +$208K +2,200 +0.8%
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