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iShares Core S&P Small-Cap ETF
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Overview Fund Activity

2,107 hedge funds and large institutions have $45.5B invested in iShares Core S&P Small-Cap ETF in 2023 Q1 according to their latest regulatory filings, with 125 funds opening new positions, 887 increasing their positions, 879 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,107
Holders Change
-20
Holders Change %
-0.94%
% of All Funds
33.72%
Holding in Top 10
338
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-3.43%
% of All Funds
5.41%
New
125
Increased
887
Reduced
879
Closed
99
Calls
$37.8M
Puts
$28.1M
Net Calls
+$9.67M
Net Calls Change
-$7.18M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$911M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$2.76B
3
US Bancorp
US Bancorp
Minnesota
$844M
4
Bank of New York Mellon
Bank of New York Mellon
New York
$1.47B
5
RJA
Raymond James & Associates
Florida
$845M

Top Sellers

1
HNB
Huntington National Bank
Ohio
$255M
2
CAM
Cresset Asset Management
Illinois
$178M
3
CCMG
Clark Capital Management Group
Pennsylvania
$352K
4
HI
Horizon Investments
North Carolina
$43.8M
5
BlackRock
BlackRock
New York
$768M
Name Holding Trade Value Shares
Change 		Shares
Change %
OC
226
Oppenheimer & Co
New York
$22.5M -$2.19M -22,641 -9%
TPSF
227
Texas Permanent School Fund
Texas
$22.2M +$8.45M +87,376 +61%
TFO
228
Tarbox Family Office
California
$21.8M +$999K +10,327 +5%
BOS
229
Bank of Stockton
California
$21.7M -$1.29M -13,334 -6%
CW
230
Connectus Wealth
Ohio
$21.6M -$3.59M -37,057 -14%
FHA
231
First Horizon Advisors
Tennessee
$21.4M -$2.38M -24,659 -10%
Prudential Financial
232
Prudential Financial
New Jersey
$21.3M -$2.29M -23,714 -10%
RIG
233
RiverFront Investment Group
Virginia
$21.3M +$164K +1,693 +0.8%
TGAM
234
TBH Global Asset Management
Tennessee
$21.2M +$669K +6,918 +3%
MW
235
MBL Wealth
North Carolina
$21.2M +$71.4K +738 +0.3%
FHB
236
First Hawaiian Bank
Hawaii
$21M -$325K -3,365 -2%
FFS
237
Founders Financial Securities
Maryland
$21M -$459K -4,743 -2%
PP
238
Pegasus Partners
Wisconsin
$20.9M +$3.28M +33,906 +19%
GWM
239
Geneos Wealth Management
Colorado
$20.9M -$19.1M -197,588 -48%
AWM
240
Avior Wealth Management
Nebraska
$20.8M +$3.62M +37,435 +21%
IWC
241
Integrated Wealth Concepts
Massachusetts
$20.8M -$1.27M -13,106 -6%
SB
242
Simmons Bank
Arkansas
$20.7M -$477K -4,936 -2%
VCM
243
Vision Capital Management
Oregon
$20.6M -$596K -6,168 -3%
JIC
244
Johnson Investment Counsel
Ohio
$20.6M -$414K -4,278 -2%
LF
245
Lee Financial
Texas
$20.6M +$1.45M +15,040 +8%
CWA
246
CJM Wealth Advisers
Virginia
$20.5M +$693K +7,165 +4%
BHWM
247
Bar Harbor Wealth Management
New Hampshire
$20.3M -$335K -3,460 -2%
SMC
248
Smith, Moore & Co
Missouri
$20.2M -$333K -3,440 -2%
M1FG
249
Mach-1 Financial Group
Arkansas
$20.1M +$20.1M +208 New
AWM
250
Abound Wealth Management
Tennessee
$20.1M +$1.44M +14,868 +8%
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