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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 %
ST
301
Smithfield Trust
Pennsylvania
$15.8M -$171K -1,769 -1%
ETS
302
ESL Trust Services
New York
$15.7M +$142K +1,466 +0.9%
GGS
303
Galvin Gaustad & Stein
Arizona
$15.7M -$379K -3,921 -2%
BWM
304
BerganKDV Wealth Management
Minnesota
$15.6M +$1.34M +13,900 +9%
FHC
305
Fort Henry Capital
West Virginia
$15.5M +$172K +1,780 +1%
TPWA
306
TRUE Private Wealth Advisors
Oregon
$15.4M +$13.8M +142,279 +822%
KWMG
307
King Wealth Management Group
Florida
$15.3M +$134K +1,386 +0.9%
CRC
308
Curi RMB Capital
Illinois
$15.3M +$1.28M +13,285 +9%
RFP
309
Roth Financial Partners
Texas
$15.3M +$276K +2,851 +2%
Lido Advisors
310
Lido Advisors
California
$15.2M +$10.4M +107,407 +215%
SL
311
Salomon & Ludwin
Virginia
$15.2M +$68.3K +706 +0.5%
WAP
312
Wealthcare Advisory Partners
Pennsylvania
$15.2M +$671K +6,942 +5%
PMG
313
ProVise Management Group
Florida
$15M -$669K -6,921 -4%
PCFFS
314
Pacific Center for Financial Services
California
$15M +$15M +154,991 New
PAI
315
Pittenger & Anderson Inc
Nebraska
$14.9M +$5.79M +59,853 +63%
LP
316
LGL Partners
Pennsylvania
$14.8M -$320K -3,305 -2%
TFA
317
Transamerica Financial Advisors
Florida
$14.7M +$852K +8,811 +6%
NEPPG
318
New England Professional Planning Group
Rhode Island
$14.7M +$346K +3,634 +2%
AWE
319
Avidian Wealth Enterprises
Texas
$14.7M -$2.03M -20,955 -12%
BFG
320
Bleakley Financial Group
New Jersey
$14.7M -$29.1K -301 -0.2%
EW
321
Enzi Wealth
Texas
$14.6M +$2.26M +23,545 +18%
IA
322
IFG Advisors
Missouri
$14.6M +$1.09M +11,273 +8%
EA
323
Evergreen Advisors
Tennessee
$14.5M +$343K +3,543 +2%
HF
324
Halpern Financial
Virginia
$14.4M +$326K +3,369 +2%
CS
325
Comerica Securities
Michigan
$14.4M -$2.25M -23,266 -14%
11 12
13
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