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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 %
CI
2126
Cordant Inc
Oregon
$852 +$852 +9 New
ACA
2127
Atlas Capital Advisors
Wyoming
$662 – – –
FWA
2128
Freedom Wealth Alliance
Wisconsin
$568 +$568 +6 New
CMP
2129
Coston McIsaac & Partners
Maine
$32 +$32 +341 +11,367%
FGAM
2130
Financial Gravity Asset Management
Texas
$31 +$3 +8 +9%
UBS AM
2131
UBS AM
Illinois
– -$310M -3,551,888 Closed
MA
2132
MUFG Americas
New York
– -$17.6M -202,051 Closed
SA
2133
Shilanski & Associates
Alaska
– -$12.9M -148,085 Closed
HPWM
2134
Highland Private Wealth Management
Washington
– -$10.7M -122,168 Closed
Millennium Management
2135
Millennium Management
New York
– -$9.52M -109,191 Closed
FFN
2136
Focus Financial Network
Minnesota
– -$8.7M -99,726 Closed
Twin Tree Management
2137
Twin Tree Management
Texas
– -$8.67M -99,467 Closed
ASFA
2138
All Season Financial Advisors
Colorado
– -$6.74M -77,315 Closed
WC
2139
Wexford Capital
Florida
– -$6.22M -71,376 Closed
NAM
2140
NorthCrest Asset Manangement
Minnesota
– -$5.82M -66,799 Closed
EGP
2141
Entrust Global Partners
New York
– -$3.35M -38,390 Closed
Simplex Trading
2142
Simplex Trading
Illinois
– -$2.26M -25,977 Closed
NL
2143
NVWM LLC
Pennsylvania
– -$2.06M -23,578 Closed
FTUS
2144
Flow Traders U.S.
New York
– -$2.01M -23,099 Closed
SFO
2145
Standard Family Office
South Dakota
– -$1.53M -17,500 Closed
SWM
2146
Scissortail Wealth Management
Oklahoma
– -$1.35M -14,178 Closed
CCMD
2147
Cypress Capital Management (Delaware)
Delaware
– -$1.02M -11,681 Closed
Legacy Financial Group (Iowa)
2148
Legacy Financial Group (Iowa)
Iowa
– -$892K -10,235 Closed
EWS
2149
Evergreen Wealth Solutions
Pennsylvania
– -$808K -9,268 Closed
BS
2150
Boenning & Scattergood
Pennsylvania
– -$804K -9,217 Closed
84 85
86
87 88