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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 %
KPWG
376
KFA Private Wealth Group
Virginia
$12.6M -$220K -2,208 -2%
Principal Financial Group
377
Principal Financial Group
Iowa
$12.5M +$234K +2,346 +2%
EIG
378
Ellenbecker Investment Group
Wisconsin
$12.5M -$11.5K -115 -0.1%
ECM
379
Exchange Capital Management
Michigan
$12.5M -$4.19K -42 -0%
CA
380
Centerpoint Advisors
Massachusetts
$12.5M +$643K +6,454 +5%
SWM
381
Spire Wealth Management
Virginia
$12.5M +$194K +1,945 +2%
KPWS
382
Kestra Private Wealth Services
Texas
$12.5M +$328K +3,291 +3%
CSPAM
383
Cary Street Partners Asset Management
Virginia
$12.4M +$268K +2,688 +2%
KLI
384
Kelman-Lazarov Inc
Tennessee
$12.3M +$341K +3,425 +3%
CPIG
385
Chicago Partners Investment Group
Illinois
$12.3M -$59.3K -571 -0.5%
SFWA
386
Summit Financial Wealth Advisors
Louisiana
$12.2M +$1.06M +10,635 +9%
GC
387
Grimes & Company
Massachusetts
$12.2M +$766K +7,684 +7%
SGI
388
Summit Global Investments
Utah
$12.2M +$858K +8,610 +8%
NL
389
Navalign LLC
California
$12.2M +$294K +2,950 +2%
SWA
390
Sax Wealth Advisors
New Jersey
$12.2M -$60.2K -604 -0.5%
XF
391
XML Financial
Maryland
$12.1M +$57.2K +574 +0.5%
Manulife (Manufacturers Life Insurance)
392
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$12.1M -$6.48K -65 -0.1%
NL
393
NWAM LLC
Washington
$12.1M +$2.91M +29,213 +32%
MW
394
Marcum Wealth
Ohio
$12.1M +$4.86M +48,802 +67%
HCP
395
Holt Capital Partners
Texas
$12M +$206K +2,071 +2%
HI
396
Human Investing
Oregon
$11.9M +$745K +7,475 +7%
ATC
397
Argent Trust Co
Tennessee
$11.8M +$2.54M +25,472 +27%
RWB
398
RMR Wealth Builders
New Jersey
$11.8M +$665K +6,674 +6%
VFPW
399
Vantage Financial Partners (Wisconsin)
Wisconsin
$11.7M +$2.53M +25,350 +28%
WSTAM
400
Wilbanks Smith & Thomas Asset Management
Virginia
$11.7M +$770K +7,729 +7%
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