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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 %
DDC
2151
DF Dent & Co
Maryland
– -$758K -8,696 Closed
APW
2152
Aurora Private Wealth
New Jersey
– -$616K -7,065 Closed
CWA
2153
Consilio Wealth Advisors
Washington
– -$584K -6,698 Closed
ACK
2154
Andrew C. Karlinski
– -$524K -6,006 Closed
BBP
2155
Banco BTG Pactual
Brazil
– -$503K -5,764 Closed
RA
2156
Riverstone Advisors
Texas
– -$478K -5,486 Closed
PMG
2157
Private Management Group
California
– -$471K -5,398 Closed
GAG
2158
GM Advisory Group
New York
– -$429K -4,921 Closed
BAS
2159
Brown Advisory Securities
Maryland
– -$420K -4,799 Closed
HMH
2160
Hackensack Meridian Health
New Jersey
– -$390K -4,419 Closed
HI
2161
HBK Investments
Texas
– -$379K -4,343 Closed
HIC
2162
Hartline Investment Corp
Illinois
– -$375K -4,296 Closed
THWM
2163
Taylor Hoffman Wealth Management
Virginia
– -$353K -4,048 Closed
YIH
2164
Y-Intercept (HK)
Hong Kong
– -$341K -3,907 Closed
KOC
2165
Koss-Olinger Consulting
Florida
– -$330K -3,780 Closed
AGM
2166
Alpine Global Management
New York
– -$329K -3,771 Closed
RPSA
2167
Richard P. Slaughter Associates
Texas
– -$308K -3,538 Closed
WAAG
2168
Wealth Alliance Advisory Group
Kansas
– -$290K -3,327 Closed
HGERS
2169
Householder Group Estate & Retirement Specialist
Arizona
– -$273K -3,139 Closed
GWSG
2170
GPS Wealth Strategies Group
Colorado
– -$241K -2,770 Closed
BC
2171
Burney Company
Virginia
– -$239K -2,741 Closed
HWM
2172
Horizon Wealth Management
Illinois
– -$228K -2,620 Closed
MMPW
2173
Mitchell McLeod Pugh & Williams
Alabama
– -$216K -2,478 Closed
HIM
2174
Hanlon Investment Management
New Jersey
– -$212K -2,435 Closed
MFG
2175
MidWestOne Financial Group
Iowa
– -$208K -2,380 Closed
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