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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 %
PWS
1851
Peterson Wealth Services
Utah
$245K +$25K +264 +11%
SWMP
1852
Signature Wealth Management Partners
New Jersey
$245K +$22.6K +239 +10%
TCM
1853
True Capital Management
California
$245K +$245K +2,593 New
CWM
1854
Concentric Wealth Management
California
$245K – – –
BW
1855
Bison Wealth
Georgia
$245K -$23.8K -235 -9%
PD
1856
Planning Directions
Pennsylvania
$245K +$852 +9 +0.3%
MPI
1857
Mairs & Power Inc
Minnesota
$245K – – –
PG
1858
Prostatis Group
Maryland
$244K +$244K +2,578 New
APWA
1859
Atlas Private Wealth Advisors
New Jersey
$243K -$147K -1,553 -38%
APC
1860
Asset Planning Corporation
Tennessee
$243K +$243K +2,569 New
AWC
1861
Adamsbrown Wealth Consultants
Kansas
$242K -$151K -1,596 -38%
WA
1862
Wambolt & Associates
Colorado
$242K +$1.89K +20 +0.8%
SCM
1863
Stordahl Capital Management
Colorado
$241K – – –
NB
1864
Nicolet Bankshares
Wisconsin
$241K +$14.2K +150 +6%
VCM
1865
Virtue Capital Management
Tennessee
$240K +$284 +3 +0.1%
CBTWT
1866
Community Bank & Trust (Waco, Texas)
Texas
$238K – – –
CFGF
1867
Compass Financial Group (Florida)
Florida
$237K +$237K +2,506 New
LSPW
1868
Lake Street Private Wealth
Illinois
$236K -$111K -1,172 -32%
NHC
1869
Nicholas Hoffman & Company
Georgia
$235K +$4.45K +47 +2%
BWP
1870
Bernardo Wealth Planning
Pennsylvania
$234K -$1.42K -15 -0.6%
PWM
1871
Penobscot Wealth Management
Maine
$233K -$4.55K -48 -2%
TA
1872
TFB Advisors
Kansas
$232K +$232K +2,455 New
TWA
1873
TCI Wealth Advisors
Arizona
$232K +$1.04K +11 +0.5%
SIG
1874
Stonegate Investment Group
Alabama
$232K +$10.6K +112 +5%
USCWA
1875
U.S. Capital Wealth Advisors
Texas
$232K -$241K -2,547 -51%
73 74
75
76 77