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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 %
AFS
376
Aft Forsyth & Sober
Florida
$12M -$1.87M -19,295 -13%
WT
377
Washington Trust
Rhode Island
$11.9M +$621K +6,417 +5%
Principal Financial Group
378
Principal Financial Group
Iowa
$11.9M +$44.9K +464 +0.4%
WWM
379
Windsor Wealth Management
Indiana
$11.9M -$917K -9,620 -7%
SWM
380
Spire Wealth Management
Virginia
$11.9M +$3.49M +36,057 +41%
SWA
381
Sax Wealth Advisors
New Jersey
$11.9M -$91.9K -950 -0.8%
BWM
382
Boyd Wealth Management
California
$11.9M +$7.48M +77,357 +170%
DAS
383
Dynamic Advisor Solutions
Arizona
$11.9M +$526K +5,435 +5%
C
384
Certuity
Florida
$11.9M +$970K +10,036 +9%
FM
385
Family Management
New York
$11.8M +$917K +9,481 +8%
CSPAM
386
Cary Street Partners Asset Management
Virginia
$11.8M +$563K +5,827 +5%
KPWS
387
Kestra Private Wealth Services
Texas
$11.8M +$704K +7,285 +6%
Manulife (Manufacturers Life Insurance)
388
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$11.8M -$169K -1,750 -1%
HFRG
389
Houlihan Financial Resource Group
Virginia
$11.7M +$166K +1,720 +1%
XF
390
XML Financial
Maryland
$11.7M -$45.2K -467 -0.4%
Millennium Management
391
Millennium Management
New York
$11.7M +$11.7M +121,033 New
CTC
392
Central Trust Company
Missouri
$11.7M -$801K -8,281 -6%
ZCM
393
Ziegler Capital Management
Illinois
$11.7M -$193K -1,994 -2%
EL
394
EQ LLC
Washington
$11.7M +$1.88M +19,418 +19%
KLI
395
Kelman-Lazarov Inc
Tennessee
$11.7M -$134K -1,385 -1%
BPWM
396
Badgley Phelps Wealth Managers
Washington
$11.6M +$8.85M +91,545 +325%
TCA
397
Trifecta Capital Advisors
Illinois
$11.6M +$1.28M +13,198 +12%
NL
398
Navalign LLC
California
$11.6M +$1.18M +12,222 +11%
OPWM
399
Oakwell Private Wealth Management
Texas
$11.5M +$186K +1,922 +2%
BFM
400
Boston Financial Management
Massachusetts
$11.5M -$154K -1,597 -1%
14 15
16
17 18