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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 %
GHAM
1901
Gilman Hill Asset Management
Connecticut
$219K -$7.48K -79 -3%
CAMG
1902
CWA Asset Management Group
Florida
$219K +$219K +2,313 New
LG
1903
Leuthold Group
Minnesota
$218K -$7.1K -75 -3%
RWM
1904
Rezny Wealth Management
Florida
$217K +$217K +2,294 New
SLG
1905
Stanley-Laman Group
Pennsylvania
$217K +$217K +2,292 New
GG
1906
GenWealth Group
New Jersey
$217K +$217K +2,289 New
MP
1907
McDonald Partners
Ohio
$216K +$216K +2,287 New
PIFP
1908
Partners in Financial Planning
Virginia
$216K +$95 +1 +0%
CWP
1909
Corepath Wealth Partners
Arizona
$216K – – –
FWM
1910
ForthRight Wealth Management
Georgia
$215K -$34K -359 -14%
AAM
1911
Augustine Asset Management
Florida
$215K +$215K +2,272 New
OMC
1912
Old Mission Capital
Illinois
$214K +$214K +2,265 New
FAN
1913
Financial Advisors Network
California
$214K +$214K +2,263 New
CA
1914
Carson Advisory
Georgia
$213K +$213K +2,248 New
SCP
1915
Syntal Capital Partners
Texas
$211K -$42.7K -451 -17%
ETIA
1916
Epic Trust Investment Advisors
Washington
$211K +$211K +2,234 New
RCG
1917
Resource Consulting Group
Florida
$211K +$211K +2,228 New
JWM
1918
JFG Wealth Management
Colorado
$210K +$210K +2,220 New
HFS
1919
Heritage Financial Services
Massachusetts
$210K +$210K +2,215 New
3LCM
1920
3D/L Capital Management
Connecticut
$209K -$13.7K -145 -6%
TCWM
1921
Total Clarity Wealth Management
Illinois
$209K +$209K +2,205 New
VWA
1922
VERITY Wealth Advisors
United States
$208K -$10.8K -114 -5%
BWA
1923
Blodgett Wealth Advisors
California
$208K +$208K +2,195 New
OWM
1924
OneAscent Wealth Management
Alabama
$207K +$207K +2,192 New
FIM
1925
Freedom Investment Management
Connecticut
$206K -$16K -169 -7%
75 76
77
78 79