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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
1
Arete Wealth Advisors
Illinois
$4.95B
2
CCMG
2
Clark Capital Management Group
Pennsylvania
$118M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$183M
4
US Bancorp
4
US Bancorp
Minnesota
$714M
5
Creative Planning
5
Creative Planning
Kansas
$165M

Top Sellers

1
UBS AM
1
UBS AM
Illinois
$0
2
HNB
2
Huntington National Bank
Ohio
$247M
3
Goldman Sachs
3
Goldman Sachs
New York
$880M
4
CWA
4
CM Wealth Advisors
Ohio
$1.69M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$1.36B
Name Holding Trade Value Shares
Change 		Shares
Change %
HWA
176
HCR Wealth Advisors
California
$27.2M -$1.33M -14,040 -5%
GBT
177
Grove Bank & Trust
Florida
$27.2M -$5.63M -59,522 -17%
FMC
178
First Merchants Corp
Indiana
$27.1M +$1.5M +15,820 +6%
Fiera Capital (Canada)
179
Fiera Capital (Canada)
Quebec, Canada
$27M -$776K -8,203 -3%
BCWM
180
Bartlett & Co Wealth Management
Ohio
$26.9M +$6.97M +73,625 +35%
BC
181
Bartlett & Co
Ohio
$26.9M +$6.97M +73,625 +35%
GLLW
182
Graves Light Lenhart Wealth
Virginia
$26.8M +$1.51M +15,963 +6%
SWPG
183
Strategic Wealth Partners Group
Illinois
$26.6M +$3.25M +34,307 +14%
SFG
184
Sage Financial Group
Pennsylvania
$26.5M +$1.43M +15,091 +6%
CIA
185
Capital Investment Advisors
Georgia
$26.4M -$574K -6,060 -2%
Citadel Advisors
186
Citadel Advisors
Florida
$26.4M +$25.5M +269,064 +2,848%
NA
187
Nottingham Advisors
New York
$26.2M +$4.21M +44,501 +19%
MCWS
188
McKinley Carter Wealth Services
West Virginia
$26M -$818K -8,644 -3%
HL
189
HeadInvest LLC
Maine
$25.9M +$313K +3,309 +1%
SPC
190
Sigma Planning Corp
Michigan
$25.8M +$1.11M +11,758 +5%
CTA
191
Chesley Taft & Associates
Illinois
$25.6M -$205K -2,165 -0.8%
WP
192
WMS Partners
Maryland
$25.5M +$4.68M +49,418 +22%
CAAS
193
Capital Asset Advisory Services
Michigan
$25.2M -$187K -1,962 -0.7%
Legal & General Group
194
Legal & General Group
United Kingdom
$25.2M -$17.5M -184,575 -41%
Wealth Enhancement Advisory Services
195
Wealth Enhancement Advisory Services
Minnesota
$25M +$2.52M +24,945 +11%
AllianceBernstein
196
AllianceBernstein
Tennessee
$24.9M -$4.09M -43,178 -14%
AF
197
Ally Financial
Michigan
$24.7M – – –
CCFCSB
198
Cape Cod Five Cents Savings Bank
Massachusetts
$24.6M +$5.73M +60,570 +30%
CW
199
Connectus Wealth
Ohio
$24.6M -$1.2M -12,625 -5%
DADC
200
D.A. Davidson & Co
Montana
$24.5M +$198K +2,087 +0.8%
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