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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 %
HWP
2051
Highline Wealth Partners
California
$26.5K – – –
JFG
2052
JDM Financial Group
Texas
$26.3K +$26.3K +277 New
AWM
2053
Align Wealth Management
Oklahoma
$26K +$26K +298 New
LS
2054
Leelyn Smith
Illinois
$25.9K +$16.5K +174 +174%
FA
2055
Fortis Advisors
Pennsylvania
$25.7K +$95 +1 +0.4%
JWM
2056
Janiczek Wealth Management
Colorado
$25.1K -$4.03K -40 -14%
GWM
2057
Grand Wealth Management
Michigan
$24.9K – – –
FMB
2058
Field & Main Bank
Kentucky
$24.1K – – –
TRCT
2059
Tower Research Capital (TRC)
New York
$24K -$74.1K -797 -76%
CT
2060
Clearstead Trust
Maine
$24K +$24K +250 New
PFSC
2061
Peoples Financial Services Corp
Pennsylvania
$23.7K – – –
JAWM
2062
J. Arnold Wealth Management
Ohio
$23.4K +$23.4K +247 New
TWD
2063
True Wealth Design
Ohio
$22.7K +$22.7K +240 New
MFG
2064
Mendota Financial Group
Wisconsin
$22.3K +$22.3K +236 New
TFA
2065
Toth Financial Advisory
Virginia
$22.3K +$189 +2 +0.9%
IAS
2066
IMA Advisory Services
Colorado
$22K – – –
IRC
2067
Investors Research Corp
Georgia
$21.4K – – –
NG
2068
NWK Group
California
$21.3K – – –
BHWM
2069
Beaird Harris Wealth Management
Texas
$21.1K -$16.4K -173 -44%
LJHT
2070
Laurie J. Hall Trustee
$21K – – –
BAM
2071
Byrne Asset Management
New Jersey
$18.2K – – –
VCM
2072
Versant Capital Management
Arizona
$18K +$9.09K +96 +102%
HC
2073
Hoese & Co
Minnesota
$17K – – –
CMBA
2074
C.M. Bidwell & Associates
Hawaii
$16.4K +$5.87K +62 +56%
KFO
2075
Kopp Family Office
Minnesota
$16K -$488 -5 -3%
81 82
83
84 85