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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 %
KCM
1826
Kathmere Capital Management
Pennsylvania
$260K -$75K -792 -22%
LSA
1827
Lion Street Advisors
Texas
$259K +$259K +2,293 New
JHCP
1828
Jackson Hole Capital Partners
Oklahoma
$259K – – –
SAM
1829
Secure Asset Management
Michigan
$259K -$933K -9,860 -78%
SWM
1830
SFG Wealth Management
Maryland
$256K +$2.18K +23 +0.9%
WCM
1831
Weik Capital Management
Pennsylvania
$256K +$256K +2,700 New
AIP
1832
ARS Investment Partners
New York
$256K – – –
IFWM
1833
Institute for Wealth Management
Colorado
$255K +$1.23K +13 +0.5%
AWM
1834
Aries Wealth Management
Maine
$255K – – –
EWM
1835
Endowment Wealth Management
Wisconsin
$254K +$254K +2,687 New
MWM
1836
Merriman Wealth Management
Washington
$254K – – –
SP
1837
Successful Portfolios
Florida
$253K -$53.3K -563 -17%
PA
1838
Parkside Advisors
California
$252K – – –
FP
1839
Financial Perspectives
Minnesota
$251K -$189 -2 -0.1%
CFO
1840
Collective Family Office
Pennsylvania
$250K -$318K -3,365 -56%
CWA
1841
Clarity Wealth Advisors
California
$250K +$250K +2,643 New
SF
1842
Symphony Financial
Texas
$249K -$27.1K -272 -10%
PIA
1843
Petredis Investment Advisors
Pennsylvania
$248K +$248K +2,624 New
BWM
1844
BCGM Wealth Management
Indiana
$248K -$22.2K -235 -8%
EFH
1845
Eaton Financial Holdings
Florida
$248K +$248K +2,621 New
BAMG
1846
Brand Asset Management Group
Missouri
$248K -$2.37K -25 -0.9%
RWG
1847
Regal Wealth Group
California
$248K +$6.15K +65 +3%
DA
1848
Detalus Advisors
Missouri
$248K -$16.5K -174 -6%
TWM
1849
TMD Wealth Management
Arizona
$247K -$7.17M -75,792 -97%
VWM
1850
Vigilare Wealth Management
Arizona
$246K +$379 +4 +0.2%
72 73
74
75 76