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

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1B
2
US Bancorp
US Bancorp
Minnesota
$516M
3
HNB
Huntington National Bank
Ohio
$237M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$1.33B
5
Wells Fargo
Wells Fargo
California
$1.68B
Name Holding Trade Value Shares
Change 		Shares
Change %
VVP
276
Venture Visionary Partners
Ohio
$17.7M +$227K +2,280 +1%
EWM
277
Executive Wealth Management
Michigan
$17.6M +$513K +5,151 +3%
CB
278
Community Bank
New York
$17.5M +$1.2M +12,011 +7%
ASN
279
Advisory Services Network
Georgia
$17.5M -$648K -6,500 -4%
RSWM
280
Robertson Stephens Wealth Management
California
$17.4M -$7.78M -78,050 -31%
BPA
281
Beacon Pointe Advisors
California
$17.4M -$1.08M -10,832 -6%
T
282
TrueFG
Texas
$17.3M +$678K +6,805 +4%
FHA
283
First Horizon Advisors
Tennessee
$17.3M -$4.71M -47,234 -21%
BWM
284
Baron Wealth Management
Michigan
$17.3M +$618K +6,205 +4%
YIA
285
YHB Investment Advisors
Connecticut
$17.2M +$493K +4,950 +3%
LFS
286
Lutz Financial Services
Nebraska
$17.1M +$447K +4,486 +3%
CA
287
Cornerstone Advisory
Maryland
$17M -$549K -5,508 -3%
FNBT
288
FineMark National Bank & Trust
Florida
$17M +$242K +2,430 +1%
AWM
289
Apollon Wealth Management
South Carolina
$16.9M -$8.46M -84,934 -33%
BWM
290
BerganKDV Wealth Management
Minnesota
$16.9M +$866K +8,687 +5%
NYLIM
291
New York Life Investment Management
New York
$16.9M +$2.99M +30,034 +22%
RVPG
292
Relative Value Partners Group
$16.7M -$118K -1,188 -0.7%
EW
293
Enzi Wealth
Texas
$16.6M +$995K +9,727 +6%
FMWA
294
Forvis Mazars Wealth Advisors
Missouri
$16.6M -$580K -5,820 -3%
JA
295
JVL Associates
Michigan
$16.4M +$99.2K +995 +0.6%
PAI
296
Pittenger & Anderson Inc
Nebraska
$16.4M +$1.01M +10,101 +7%
WJA
297
Willis Johnson & Associates
Texas
$16.3M -$839K -8,423 -5%
FA
298
Flagstar Advisors
New York
$16.3M -$3.9M -39,150 -19%
FHC
299
Fort Henry Capital
West Virginia
$16.2M +$204K +2,051 +1%
WAP
300
Wealthcare Advisory Partners
Pennsylvania
$16.2M +$593K +5,955 +4%
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