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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 %
HFS
2101
Hantz Financial Services
Michigan
$5K +$3.57K +35 +250%
CCMI
2102
Creative Capital Management Investments
California
$5K +$5K +50 New
VF
2103
VitalStone Financial
Texas
$5K +$5K +51 New
SL
2104
Savior LLC
Massachusetts
$4.71K +$4.34K +46 +1,150%
CAS
2105
Coppell Advisory Solutions
Texas
$4.64K +$4.64K +49 New
CASC
2106
Coppell Advisory Solutions Corp
Texas
$4.64K +$4.64K +49 New
IF
2107
Integrity Financial
Wyoming
$4.16K -$20.6K -218 -83%
RTL
2108
Red Tortoise LLC
Georgia
$3.79K +$3.79K +40 New
TWP
2109
TFO Wealth Partners
Ohio
$3.58K -$4.34M -93,383 -100%
TCOT
2110
Trust Company of Toledo
Ohio
$3.47K +$4 +40 +0.1%
WAM
2111
Worth Asset Management
Texas
$3.22K – – –
SIS
2112
Sound Income Strategies
Florida
$3.12K -$662 -7 -18%
SIC
2113
SJS Investment Consulting
Ohio
$3.03K – – –
OAJ
2114
Ogorek Anthony Joseph
New York
$3K -$154 -2 -5%
TVWM
2115
Tower View Wealth Management
Wisconsin
$3K – – –
WAM
2116
WFA Asset Management
Wisconsin
$2.58K – – –
HFM
2117
Hartford Financial Management
Connecticut
$2.4K – – –
EA
2118
Evolution Advisers
Virginia
$2K – – –
C
2119
Covestor
United Kingdom
$2K +$2K +23 New
HI
2120
Hoey Investments
Pennsylvania
$1.99K – – –
GG
2121
Gleason Group
Kentucky
$1.68K +$93 +1 +6%
BCMIO
2122
Beacon Capital Management Inc (Ohio)
Ohio
$1.28K +$1.28K +14 New
WA
2123
Win Advisors
Florida
$1.23K +$1.23K +13 New
KA
2124
Kozak & Associates
Colorado
$1K +$1K +10 New
TCM
2125
Tradewinds Capital Management
Washington
$946 +$946 +10 New
83 84
85
86 87