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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 %
MSA
276
Mason Street Advisors
Wisconsin
$17.8M – – –
ASN
277
Advisory Services Network
Georgia
$17.6M -$1.1M -11,366 -6%
AC
278
Asio Capital
Kentucky
$17.5M +$4.56M +47,130 +35%
AWA
279
Alaska Wealth Advisors
Alaska
$17.4M -$3.66M -37,861 -17%
NC
280
NewSquare Capital
Pennsylvania
$17.1M +$68.2K +705 +0.4%
TCM
281
Twele Capital Management
Minnesota
$17.1M -$1.04M -10,787 -6%
CA
282
Cornerstone Advisory
Maryland
$17M +$105K +1,082 +0.6%
VVP
283
Venture Visionary Partners
Ohio
$16.9M -$2.12M -21,938 -11%
CAG
284
Crestwood Advisors Group
Massachusetts
$16.9M -$389K -4,020 -2%
WJA
285
Willis Johnson & Associates
Texas
$16.7M -$4.28M -44,237 -20%
FMWA
286
Forvis Mazars Wealth Advisors
Missouri
$16.6M -$450K -4,655 -3%
ATPW
287
Ashton Thomas Private Wealth
Arizona
$16.6M +$1.15M +11,942 +7%
EWM
288
Executive Wealth Management
Michigan
$16.6M -$926K -9,580 -5%
PWMAG
289
Pinnacle Wealth Management Advisory Group
New Jersey
$16.6M -$189K -1,955 -1%
RVPG
290
Relative Value Partners Group
$16.3M -$838K -8,669 -5%
FNBT
291
FineMark National Bank & Trust
Florida
$16.3M +$970K +10,029 +6%
YIA
292
YHB Investment Advisors
Connecticut
$16.2M +$2.73M +28,232 +20%
LPT
293
Legacy Private Trust
Wisconsin
$16.2M -$1.16M -11,980 -7%
CA
294
Clearstead Advisors
Ohio
$16.2M +$1.55M +16,012 +11%
T
295
TrueFG
Texas
$16.2M +$175K +1,810 +1%
BWM
296
Baron Wealth Management
Michigan
$16.2M +$538K +5,565 +3%
LFS
297
Lutz Financial Services
Nebraska
$16.1M -$365K -3,778 -2%
Two Sigma Advisers
298
Two Sigma Advisers
New York
$15.9M +$15.9M +164,200 New
JA
299
JVL Associates
Michigan
$15.8M +$26.8K +277 +0.2%
CB
300
Community Bank
New York
$15.8M +$1.15M +11,841 +8%
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