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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 %
MERSOM
201
Municipal Employees' Retirement System of Michigan
Michigan
$24.4M – – –
Jane Street
202
Jane Street
New York
$24.4M +$10.9M +115,677 +82%
OC
203
Oppenheimer & Co
New York
$24.2M +$1.98M +20,959 +9%
BFPW
204
BOK Financial Private Wealth
Colorado
$24.2M -$4.69M -49,512 -16%
FCI
205
Financial Counselors Inc
Kansas
$24.1M +$2.91M +30,785 +14%
PA
206
Pinnacle Associates
New York
$24M +$3.73M +39,431 +18%
HI
207
Hudock Inc
Pennsylvania
$24M -$307K -3,242 -1%
HS
208
Horan Securities
United States
$23.9M +$1.11M +11,683 +5%
WAM
209
Wallington Asset Management
Indiana
$23.9M +$450K +4,754 +2%
MA
210
MCF Advisors
Kentucky
$23.9M +$11.9K +126 +0.1%
CAI
211
Capital Advisors Inc
Oklahoma
$23.4M -$469K -4,955 -2%
HCA
212
Heck Capital Advisors
Wisconsin
$23.4M +$2.21M +23,331 +10%
RJT
213
Raymond James Trust
Florida
$23.3M +$3.61M +38,158 +18%
TC
214
Trilogy Capital
California
$23.3M +$254K +2,683 +1%
FHA
215
First Horizon Advisors
Tennessee
$23.2M +$2.06M +21,787 +10%
Prudential Financial
216
Prudential Financial
New Jersey
$23.1M +$158K +1,673 +0.7%
HBT
217
Hills Bank & Trust
Iowa
$23M +$758K +8,005 +3%
WTC
218
WhitTier Trust Company
Nevada
$23M +$4.55M +48,113 +25%
RFA
219
RTD Financial Advisors
Pennsylvania
$23M -$105K -1,114 -0.5%
SIC
220
Shoker Investment Counsel
Ohio
$22.9M +$3.79M +40,050 +20%
AWM
221
Apollon Wealth Management
South Carolina
$22.8M +$569K +6,011 +3%
MFG
222
Magnus Financial Group
New York
$22.8M -$997K -10,530 -4%
LSERS
223
Louisiana State Employees Retirement System
Louisiana
$22.7M +$1.61M +17,000 +8%
BOS
224
Bank of Stockton
California
$22.5M +$1.09M +11,568 +5%
EGWAG
225
Elwood & Goetz Wealth Advisory Group
Georgia
$22.4M +$628K +6,637 +3%
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9
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