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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 %
TSWM
1751
Tyler-Stone Wealth Management
Ohio
$304K +$11.9K +126 +4%
HCM
1752
Hollencrest Capital Management
California
$304K +$304K +3,212 New
TW
1753
Towerpoint Wealth
California
$304K +$1.33K +14 +0.4%
IPW
1754
Inlet Private Wealth
Florida
$303K +$26.5K +280 +10%
AFP
1755
Ausdal Financial Partners
Iowa
$302K +$2.18K +23 +0.7%
SAM
1756
S.A. Mason
Michigan
$301K -$44.5K -470 -13%
ZIG
1757
Zullo Investment Group
Pennsylvania
$301K -$1.04K -11 -0.3%
FA
1758
FC Advisory
Pennsylvania
$300K -$7.95K -84 -3%
CAP
1759
Columbia Advisory Partners
Washington
$300K +$300K +3,171 New
NCM
1760
Northwest Capital Management
Oregon
$298K +$80.2K +847 +37%
LEFP
1761
Leading Edge Financial Planning
Tennessee
$297K +$297K +3,139 New
BDFN
1762
Bond & Devick Financial Network
Minnesota
$297K +$297K +3,137 New
AFAS
1763
Acorn Financial Advisory Services
Virginia
$297K -$12.5K -132 -4%
TA
1764
Tiedemann Advisors
New York
$297K +$47.3K +500 +19%
SC
1765
Scotia Capital
Ontario, Canada
$296K +$7.1K +75 +2%
CWA
1766
Consilium Wealth Advisory
Texas
$295K +$295K +3,118 New
CSB
1767
City State Bank
Iowa
$295K -$1.23K -13 -0.4%
FAM
1768
Formidable Asset Management
Ohio
$294K – – –
AC
1769
AlphaCore Capital
California
$294K -$19.2K -203 -6%
BWA
1770
Beam Wealth Advisors
Louisiana
$292K -$3.22K -34 -1%
FPWM
1771
FSB Premier Wealth Management
Iowa
$292K +$1.7K +18 +0.6%
MWM
1772
Madison Wealth Management
Ohio
$292K -$83.5K -882 -22%
NFG
1773
Nadler Financial Group
Illinois
$292K – – –
KA
1774
Kooman & Associates
Pennsylvania
$291K +$291K +3,076 New
CHAM
1775
Clear Harbor Asset Management
Connecticut
$291K +$291K +3,075 New
69 70
71
72 73