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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 %
FCT
2076
Family Capital Trust
Massachusetts
$14.5K – – –
DWP
2077
Destiny Wealth Partners
Florida
$14.2K +$10.2K +108 +257%
PP
2078
Pacifica Partners
Canada
$14K – – –
MWC
2079
MBM Wealth Consultants
Missouri
$13K +$13K +137 New
CP
2080
Castleview Partners
Texas
$12.4K +$12.4K +131 New
LFA
2081
Legend Financial Advisors
Pennsylvania
$12.3K – – –
RFS
2082
Retirement Financial Solutions
Tennessee
$11.6K +$11.6K +123 New
TAM
2083
Tucker Asset Management
Colorado
$11.5K -$131K -1,382 -92%
AWM
2084
Accel Wealth Management
Iowa
$11.3K – – –
KLWA
2085
Kelly Lawrence W & Associates
California
$10.6K – – –
MSFP
2086
Mark Sheptoff Financial Planning
Connecticut
$10.3K – – –
CWM
2087
CarsonAllaria Wealth Management
Illinois
$10K – – –
TCM
2088
Tanaka Capital Management
New York
$10K – – –
IBOK
2089
Independence Bank of Kentucky
Kentucky
$10K +$10K +104 New
MS
2090
Madden Securities
Texas
$9.46K +$9.46K +100 New
KIA
2091
Kraematon Investment Advisors
Massachusetts
$9.37K +$9.37K +99 New
AP
2092
Atwood & Palmer
Missouri
$8.9K – – –
IIL
2093
Insight Inv LLC
California
$8.71K – – –
WFA
2094
West Financial Advisors
Iowa
$8.23K -$11K -116 -57%
PP
2095
PFS Partners
New Jersey
$8.15K – – –
RMC
2096
Resources Management Corp
Connecticut
$8K -$9.58K -97 -54%
KC
2097
Knuff & Co
California
$7.86K – – –
SIM
2098
Studio Investment Management
Illinois
$7.86K +$7.86K +83 New
DF
2099
DecisionPoint Financial
Arizona
$5.4K +$5.4K +57 New
DAM
2100
Delta Asset Management
Tennessee
$5.21K +$5.21K +55 New
82 83
84
85 86