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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 %
ODG
251
O'Dell Group
Ohio
$20.3M +$558K +5,601 +3%
CWA
252
CJM Wealth Advisers
Virginia
$20.2M -$903K -9,066 -4%
SB
253
Simmons Bank
Arkansas
$20.2M -$1.13M -11,311 -5%
GRP
254
Global Retirement Partners
California
$20.2M -$12.6K -126 -0.1%
SFS
255
Summit Financial Strategies
Ohio
$20.1M -$97.9K -982 -0.5%
MSA
256
Mason Street Advisors
Wisconsin
$20.1M +$1.73M +17,400 +9%
RCA
257
Resonant Capital Advisors
Wisconsin
$19.9M +$163K +1,636 +0.8%
HG
258
Harbor Group
New Hampshire
$19.9M +$703K +7,053 +4%
FA
259
Fountainhead AM
New Jersey
$19.8M +$1.16M +11,594 +6%
VC
260
Veracity Capital
Georgia
$19.3M +$18.9M +189,350 +3,951%
SS
261
Simplicity Solutions
Minnesota
$19.2M +$388K +3,889 +2%
DT
262
Daniels + Tansey
Delaware
$19.1M +$34.5K +346 +0.2%
AC
263
Asio Capital
Kentucky
$19M +$939K +9,419 +5%
OA
264
Operose Advisors
Wisconsin
$18.9M +$195K +1,961 +1%
RRA
265
Round Rock Advisors
Connecticut
$18.8M -$153K -1,531 -0.8%
PWMAG
266
Pinnacle Wealth Management Advisory Group
New Jersey
$18.8M +$1.68M +16,896 +10%
CS
267
Credit Suisse
Switzerland
$18.6M +$141K +1,412 +0.8%
NC
268
NewSquare Capital
Pennsylvania
$18.5M +$838K +8,413 +5%
FBA
269
Front Barnett Associates
Illinois
$18.4M -$234K -2,346 -1%
William Blair & Company
270
William Blair & Company
Illinois
$18.1M -$621K -6,232 -3%
ATPW
271
Ashton Thomas Private Wealth
Arizona
$18.1M +$1.04M +10,473 +6%
AWA
272
Alaska Wealth Advisors
Alaska
$18M +$57K +572 +0.3%
Prudential Financial
273
Prudential Financial
New Jersey
$17.9M -$4M -40,178 -18%
IWC
274
Integrated Wealth Concepts
Massachusetts
$17.9M -$3.47M -34,824 -16%
TCM
275
Twele Capital Management
Minnesota
$17.8M +$190K +1,907 +1%
9 10
11
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