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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 %
ST
301
Smithfield Trust
Pennsylvania
$16.2M -$65.7K -660 -0.4%
ETS
302
ESL Trust Services
New York
$16.2M -$70K -702 -0.4%
IA
303
IFG Advisors
Missouri
$16.1M +$1.04M +10,453 +7%
KWMG
304
King Wealth Management Group
Florida
$16.1M +$295K +2,965 +2%
RFP
305
Roth Financial Partners
Texas
$16.1M +$327K +3,279 +2%
BSSFA
306
Baron Silver Stevens Financial Advisors
Florida
$15.9M +$2.3M +23,113 +17%
PFP
307
Pinnacle Financial Partners
Tennessee
$15.9M +$1.51M +15,161 +10%
Barclays
308
Barclays
United Kingdom
$15.8M +$9.25M +92,869 +140%
GGS
309
Galvin Gaustad & Stein
Arizona
$15.7M -$437K -4,383 -3%
BFG
310
Bleakley Financial Group
New Jersey
$15.7M +$527K +5,288 +3%
PCFFS
311
Pacific Center for Financial Services
California
$15.6M +$169K +1,691 +1%
SL
312
Salomon & Ludwin
Virginia
$15.6M -$75K -753 -0.5%
CGA
313
Crescent Grove Advisors
Illinois
$15.6M +$1.19M +11,922 +8%
RCAG
314
Rehmann Capital Advisory Group
Michigan
$15.5M +$1.39M +13,911 +10%
PMG
315
ProVise Management Group
Florida
$15.4M -$64.7K -649 -0.4%
CRC
316
Curi RMB Capital
Illinois
$15.3M -$443K -4,445 -3%
NEPPG
317
New England Professional Planning Group
Rhode Island
$15.2M -$144K -1,443 -0.9%
EA
318
Evergreen Advisors
Tennessee
$15.2M +$306K +3,073 +2%
TPCW
319
TD Private Client Wealth
New York
$15.1M +$1.42M +14,294 +10%
CS
320
Comerica Securities
Michigan
$15M +$175K +1,761 +1%
RDFA
321
Ritter Daniher Financial Advisory
Ohio
$14.9M +$1.04M +10,464 +8%
PWLP
322
Prio Wealth Limited Partnership
Massachusetts
$14.9M +$179K +1,794 +1%
PG
323
Proffitt & Goodson
Tennessee
$14.8M +$885K +8,885 +6%
SAM
324
Summit Asset Management
Tennessee
$14.7M -$2.29K -23 -0%
CA
325
Cumberland Advisors
Florida
$14.7M +$4.78M +47,960 +48%
11 12
13
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