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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 %
CMA
251
Cedar Mountain Advisors
Oregon
$19.9M +$101K +1,048 +0.5%
FFBTD
252
First Financial Bank - Trust Division
Ohio
$19.8M +$1.63M +16,846 +9%
EC
253
Estate Counselors
Wisconsin
$19.7M +$1.4M +14,520 +8%
SFS
254
Summit Financial Strategies
Ohio
$19.6M -$331K -3,424 -2%
FA
255
Flagstar Advisors
New York
$19.6M -$2.27M -23,482 -10%
AF
256
Affiance Financial
Minnesota
$19.4M +$3.45M +35,626 +22%
HBT
257
Hills Bank & Trust
Iowa
$19.2M -$4.35M -44,952 -18%
FFA
258
Fi3 Financial Advisors
Indiana
$19.2M +$1.18M +12,251 +7%
ODG
259
O'Dell Group
Ohio
$19.2M +$607K +6,282 +3%
RCA
260
Resonant Capital Advisors
Wisconsin
$19.2M +$835K +8,638 +5%
MCM
261
Monument Capital Management
Virginia
$19.1M +$4.68M +48,391 +32%
NW
262
NewEdge Wealth
Pennsylvania
$18.8M +$208K +2,149 +1%
GRP
263
Global Retirement Partners
California
$18.7M +$757K +8,206 +4%
HG
264
Harbor Group
New Hampshire
$18.6M +$515K +5,329 +3%
DT
265
Daniels + Tansey
Delaware
$18.5M +$102K +1,051 +0.6%
RRA
266
Round Rock Advisors
Connecticut
$18.4M +$669K +6,918 +4%
Mirae Asset Global Investments
267
Mirae Asset Global Investments
South Korea
$18.3M +$1.16M +12,000 +7%
GL
268
Graypoint LLC
New York
$18.2M +$1.24M +12,859 +7%
SS
269
Simplicity Solutions
Minnesota
$18.2M +$14.6M +151,068 +405%
William Blair & Company
270
William Blair & Company
Illinois
$18.2M +$152K +1,576 +0.8%
OA
271
Operose Advisors
Wisconsin
$18.2M -$538K -5,561 -3%
FA
272
Fountainhead AM
New Jersey
$18.1M +$201K +2,075 +1%
FBA
273
Front Barnett Associates
Illinois
$18.1M +$127K +1,312 +0.7%
CS
274
Credit Suisse
Switzerland
$17.9M +$1.24M +12,848 +7%
BPA
275
Beacon Pointe Advisors
California
$17.9M -$3.61M -37,313 -17%
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