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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
+$216M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$132M
3
US Bancorp
US Bancorp
Minnesota
+$114M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$113M
5
RJA
Raymond James & Associates
Florida
+$105M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$247M
2
CAM
Cresset Asset Management
Illinois
-$237M
3
CCMG
Clark Capital Management Group
Pennsylvania
-$120M
4
HI
Horizon Investments
North Carolina
-$116M
5
BlackRock
BlackRock
New York
-$106M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
326
Summit Asset Management
Tennessee
$14.3M -$18.7K -193 -0.1%
PWLP
327
Prio Wealth Limited Partnership
Massachusetts
$14.2M +$463K +4,792 +3%
PWM
328
Perigon Wealth Management
California
$14.1M -$317K -3,281 -2%
MHS
329
M Holdings Securities
Oregon
$14.1M +$120K +1,239 +0.9%
PFP
330
Pinnacle Financial Partners
Tennessee
$14M +$1.34M +13,811 +11%
CFGS
331
Concourse Financial Group Securities
Alabama
$14M -$3.09M -31,925 -18%
CGA
332
Crescent Grove Advisors
Illinois
$13.9M +$452K +4,670 +3%
TF
333
TimeScale Financial
Massachusetts
$13.9M -$461K -4,769 -3%
BIA
334
Bell Investment Advisors
California
$13.7M +$11.9K +123 +0.1%
RCAG
335
Rehmann Capital Advisory Group
Michigan
$13.6M +$181K +1,873 +1%
SB
336
Sunflower Bank
Texas
$13.5M +$12.2M +125,982 +921%
CA
337
Capital Advantage
California
$13.5M -$255K -2,688 -2%
RDFA
338
Ritter Daniher Financial Advisory
Ohio
$13.5M +$1.3M +13,439 +11%
NYLIM
339
New York Life Investment Management
New York
$13.5M +$534K +5,520 +4%
PG
340
Proffitt & Goodson
Tennessee
$13.5M +$2.6M +26,860 +24%
TWP
341
Transparent Wealth Partners
Arkansas
$13.4M +$409K +4,228 +3%
PCMC
342
Private Capital Management (Colorado)
Colorado
$13.3M -$679K -7,019 -5%
AAS
343
Ameritas Advisory Services
Nebraska
$13.3M -$5.44M -56,601 -29%
LIA
344
LBMC Investment Advisors
Tennessee
$13.3M +$461K +4,770 +4%
TPCW
345
TD Private Client Wealth
New York
$13.2M +$1.02M +10,505 +8%
WH
346
Whitcomb & Hess
Ohio
$13.2M +$75K +776 +0.6%
BSSFA
347
Baron Silver Stevens Financial Advisors
Florida
$13.2M -$1.82M -18,851 -12%
P
348
&Partners
Tennessee
$13.2M -$26.3K -273 -0.2%
MA
349
Montag & Associates
Georgia
$13.2M +$1.81M +18,751 +16%
TCOV
350
Trust Company of Vermont
Vermont
$13.2M +$38K +393 +0.3%
12 13
14
15 16