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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 %
TF
326
TimeScale Financial
Massachusetts
$14.5M +$139K +1,393 +1%
PSIWM
327
Paradigm Strategies in Wealth Management
Minnesota
$14.5M +$1.93M +19,402 +15%
CA
328
Capital Advantage
California
$14.5M +$293K +2,941 +2%
SC
329
Savant Capital
Illinois
$14.4M +$6.63M +66,525 +86%
BHIA
330
Birch Hill Investment Advisors
Massachusetts
$14.3M +$1.43M +14,333 +11%
CAL
331
Capital Analysts LLC
Pennsylvania
$14.1M +$5.36M +53,790 +61%
HBT
332
Hills Bank & Trust
Iowa
$14.1M -$5.66M -56,797 -29%
AFS
333
Aft Forsyth & Sober
Florida
$14M +$1.69M +16,945 +14%
LP
334
LGL Partners
Pennsylvania
$13.9M -$1.37M -13,748 -9%
SWA
335
Stratos Wealth Advisors
Ohio
$13.9M +$662K +6,646 +5%
CPG
336
Cornerstone Planning Group
New Jersey
$13.9M +$13.9M +139,489 New
CFG
337
Compton Financial Group
Maryland
$13.9M +$537K +5,385 +4%
Lido Advisors
338
Lido Advisors
California
$13.9M -$1.82M -18,227 -12%
LA
339
Legacy Advisors
Pennsylvania
$13.9M +$3.42M +34,364 +33%
P
340
&Partners
Tennessee
$13.8M +$164K +1,645 +1%
DWA
341
Divergent Wealth Advisors
Utah
$13.8M +$354K +3,549 +3%
WH
342
Whitcomb & Hess
Ohio
$13.8M +$136K +1,362 +1%
TCOV
343
Trust Company of Vermont
Vermont
$13.7M +$98.1K +984 +0.7%
FAM
344
Frontier Asset Management
Wyoming
$13.6M +$2.45M +24,560 +22%
LBC
345
Lowe Brockenbrough & Co
Virginia
$13.5M +$314K +3,152 +2%
HF
346
Halpern Financial
Virginia
$13.5M -$1.41M -14,159 -9%
WT
347
Washington Trust
Rhode Island
$13.4M +$1.13M +11,298 +9%
JAG
348
Journey Advisory Group
Kentucky
$13.4M +$2.69M +27,040 +25%
BWIA
349
Bryant Woods Investment Advisors
New York
$13.4M +$573K +5,751 +4%
LIA
350
LBMC Investment Advisors
Tennessee
$13.3M -$361K -3,623 -3%
12 13
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