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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 %
FAT
1801
First American Trust
California
$273K +$273K +2,885 New
JLBC
1802
J.L. Bainbridge & Co
Florida
$272K +$46K +486 +20%
PCA
1803
Pallas Capital Advisors
Massachusetts
$272K – – –
CFA
1804
Capstone Financial Advisors
Illinois
$272K +$10.2K +108 +4%
AWA
1805
Acorn Wealth Advisors
Michigan
$271K +$473 +5 +0.2%
HIP
1806
HUB Investment Partners
Texas
$270K -$4.07K -43 -1%
PCMK
1807
Paragon Capital Management (Kansas)
Kansas
$270K – – –
LFP
1808
Leeward Financial Partners
Washington
$270K – – –
WB
1809
West Bancorporation
Iowa
$269K +$75.2K +795 +39%
SF
1810
Safeguard Financial
Wisconsin
$269K +$269K +2,840 New
CAG
1811
Curtis Advisory Group
California
$269K +$7.86K +83 +3%
FCAM
1812
First Citizens Asset Management
North Carolina
$268K +$268K +2,830 New
PFA
1813
Petra Financial Advisors
Colorado
$268K +$268K +2,828 New
SC
1814
SouthState Corp
Florida
$267K -$23.2K -245 -8%
TI
1815
Trexquant Investment
Connecticut
$267K -$104K -1,097 -28%
WRPWM
1816
Werba Rubin Papier Wealth Management
California
$263K +$263K +2,784 New
NFSG
1817
Newbridge Financial Services Group
Florida
$263K -$64.5K -681 -20%
LAIC
1818
Lederer & Associates Investment Counsel
California
$263K – – –
HDIM
1819
Hanson & Doremus Investment Management
Vermont
$263K – – –
HBW
1820
Hazlett, Burt & Watson
West Virginia
$263K +$16.6K +175 +7%
FFA
1821
Founders Financial Alliance
North Carolina
$262K -$24.3K -257 -9%
BOM
1822
Bank of Marin
California
$262K +$262K +2,765 New
CWP
1823
Concord Wealth Partners
Virginia
$261K +$36.7K +388 +16%
SA
1824
SRH Advisors
Kansas
$261K +$13K +137 +5%
RC
1825
Roundview Capital
New Jersey
$260K +$26.9K +284 +12%
71 72
73
74 75