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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 %
IC
1876
Iconiq Capital
California
$232K +$1.04K +11 +0.5%
TB
1877
Terril Brothers
Missouri
$231K – – –
Calamos Advisors
1878
Calamos Advisors
Illinois
$231K +$231K +2,439 New
NCM
1879
Northside Capital Management
Oregon
$230K +$230K +2,429 New
FVCM
1880
F&V Capital Management
Florida
$229K +$229K +2,415 New
AWA
1881
Alta Wealth Advisors
Massachusetts
$228K -$101K -1,066 -31%
WCG
1882
Weaver Consulting Group
California
$228K -$60.1K -635 -21%
SCM
1883
Schnieders Capital Management
California
$228K +$228K +2,409 New
CK
1884
Cohen Klingenstein
New York
$227K – – –
PIM
1885
Progressive Investment Management
Oregon
$227K – – –
Toronto Dominion Bank
1886
Toronto Dominion Bank
Ontario, Canada
$227K -$172K -1,823 -43%
AIA
1887
Avalon Investment & Advisory
Texas
$227K +$227K +2,401 New
LWP
1888
Lumature Wealth Partners
Georgia
$227K -$3.03K -32 -1%
KFA
1889
Kapstone Financial Advisors
Ohio
$227K +$227K +2,105 New
Walleye Capital
1890
Walleye Capital
New York
$226K -$966K -10,209 -81%
MCA
1891
Maryland Capital Advisors
Maryland
$226K – – –
WMA
1892
West Michigan Advisors
Michigan
$225K -$1.85M -19,558 -89%
TWP
1893
Tempus Wealth Planning
California
$224K -$24.4K -258 -10%
CPSC
1894
Carl P. Sherr & Co
Massachusetts
$224K – – –
CIS
1895
Connors Investor Services
Pennsylvania
$223K – – –
PRWA
1896
Platte River Wealth Advisors
Colorado
$223K – – –
IAG
1897
Investmark Advisory Group
Connecticut
$222K +$947 +10 +0.4%
BL
1898
BFSG LLC
California
$221K -$118K -1,250 -35%
AWM
1899
Aberdeen Wealth Management
Illinois
$221K – – –
WFA
1900
Wade Financial Advisory
California
$220K +$220K +2,329 New
74 75
76
77 78