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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 %
CS
1726
Cannell & Spears
New York
$331K – – –
PAWA
1727
Palo Alto Wealth Advisors
California
$330K +$330K +3,484 New
AAP
1728
Arax Advisory Partners
Colorado
$328K -$9.09K -96 -3%
OC
1729
Oarsman Capital
Wisconsin
$326K -$4.83K -51 -1%
GWS
1730
Glassman Wealth Services
Virginia
$323K -$6.53K -69 -2%
ORC
1731
O'Rourke & Company
Massachusetts
$323K – – –
PCM
1732
Poehling Capital Management
Wisconsin
$321K – – –
MAP
1733
Milestone Advisory Partners
North Carolina
$320K – – –
CFA
1734
Camarda Financial Advisors
Florida
$314K – – –
LWM
1735
Laidlaw Wealth Management
New York
$314K +$1.04K +11 +0.3%
CWM
1736
Circle Wealth Management
New Jersey
$312K +$2.93K +31 +0.9%
FA
1737
Fermata Advisors
California
$310K -$101K -1,069 -25%
ACA
1738
Aptus Capital Advisors
Alabama
$309K -$23.6K -249 -7%
FWI
1739
Facet Wealth Inc
Maryland
$309K +$24.4K +235 +9%
TT
1740
TI-Trust
Illinois
$309K +$309K +3,260 New
CWP
1741
Cyndeo Wealth Partners
Florida
$308K +$308K +3,258 New
IA
1742
Inspire Advisors
Idaho
$308K -$158K -1,674 -34%
DP
1743
DDD Partners
Washington
$307K – – –
FH
1744
FWG Holdings
Florida
$307K -$31.7K -335 -9%
GWM
1745
Gray Wealth Management
Maine
$306K +$3.6K +38 +1%
SCA
1746
Sandy Cove Advisors
Massachusetts
$306K +$32.1K +339 +12%
IP
1747
Investment Partners
Ohio
$306K -$166K -1,751 -35%
HT
1748
Heritage Trust
Oklahoma
$306K – – –
FC
1749
Financial Council
Maryland
$305K +$305K +3,218 New
RJTCONH
1750
Raymond James Trust Company of New Hampshire
New Hampshire
$304K -$2.55K -27 -0.8%
68 69
70
71 72