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

2,092 hedge funds and large institutions have $46.8B invested in iShares Core S&P Small-Cap ETF in 2023 Q2 according to their latest regulatory filings, with 113 funds opening new positions, 940 increasing their positions, 803 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,092
Holders Change
-15
Holders Change %
-0.71%
% of All Funds
32.99%
Holding in Top 10
326
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-3.55%
% of All Funds
5.14%
New
113
Increased
940
Reduced
803
Closed
111
Calls
$55.4M
Puts
$14.6M
Net Calls
+$40.8M
Net Calls Change
+$31.1M

Top Buyers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$2.98B
2
CCMG
2
Clark Capital Management Group
Pennsylvania
$129M
3
AAS
3
Annex Advisory Services
Wisconsin
$115M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$1.61B
5
CAM
5
Cresset Asset Management
Illinois
$285M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1B
2
US Bancorp
2
US Bancorp
Minnesota
$516M
3
HNB
3
Huntington National Bank
Ohio
$237M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.33B
5
Wells Fargo
5
Wells Fargo
California
$1.68B
Name Holding Trade Value Shares
Change 		Shares
Change %
OC
226
Oppenheimer & Co
New York
$23.7M +$469K +4,703 +2%
JIC
227
Johnson Investment Counsel
Ohio
$23.5M +$2.33M +23,403 +11%
LF
228
Lee Financial
Texas
$23.5M +$2.31M +23,155 +11%
AWM
229
Abound Wealth Management
Tennessee
$23.4M +$2.73M +27,413 +13%
FCI
230
Financial Counselors Inc
Kansas
$23.4M -$464K -4,655 -2%
CA
231
Clearstead Advisors
Ohio
$23M +$6.27M +62,970 +38%
CFO
232
Colony Family Offices
North Carolina
$22.8M -$783K -7,855 -3%
PP
233
Pegasus Partners
Wisconsin
$22.2M +$679K +6,817 +3%
COPPSERS
234
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$22M +$13.8M +138,951 +170%
AWM
235
Avior Wealth Management
Nebraska
$21.9M +$446K +4,472 +2%
MW
236
MBL Wealth
North Carolina
$21.8M -$30.4K -305 -0.1%
BCM
237
Brookstone Capital Management
Illinois
$21.8M -$3.36M -34,190 -13%
FHB
238
First Hawaiian Bank
Hawaii
$21.6M -$49K -492 -0.2%
FFBTD
239
First Financial Bank - Trust Division
Ohio
$21.3M +$855K +8,583 +4%
VCM
240
Vision Capital Management
Oregon
$21.2M -$32.6K -327 -0.2%
TFO
241
Tarbox Family Office
California
$21.1M -$1.31M -13,122 -6%
GWM
242
Geneos Wealth Management
Colorado
$21.1M -$444K -4,457 -2%
SMC
243
Smith, Moore & Co
Missouri
$21M +$263K +2,651 +1%
TGAM
244
TBH Global Asset Management
Tennessee
$21M -$877K -8,794 -4%
AF
245
Affiance Financial
Minnesota
$20.6M +$611K +6,129 +3%
CMA
246
Cedar Mountain Advisors
Oregon
$20.5M -$11.6K -116 -0.1%
BPWM
247
Badgley Phelps Wealth Managers
Washington
$20.4M +$8.48M +85,106 +71%
BHWM
248
Bar Harbor Wealth Management
New Hampshire
$20.4M -$533K -5,351 -3%
FWM
249
Fairhaven Wealth Management
Illinois
$20.4M +$20.4M +204,525 New
BOS
250
Bank of Stockton
California
$20.3M -$2.08M -20,867 -9%
8 9
10
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