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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 %
HCP
401
Holt Capital Partners
Texas
$11.5M -$20.3K -210 -0.2%
CA
402
Centerpoint Advisors
Massachusetts
$11.5M +$181K +1,874 +2%
EWM
403
Evermay Wealth Management
Virginia
$11.4M -$422K -4,364 -4%
RC
404
Rovin Capital
Arizona
$11.4M +$3.16M +32,690 +38%
SLFPAM
405
St. Louis Financial Planners Asset Management
Missouri
$11.4M +$11.4M +117,777 New
VBFG
406
Vishria Bird Financial Group
Tennessee
$11.3M -$151K -1,563 -1%
CPIG
407
Chicago Partners Investment Group
Illinois
$11.3M +$955K +10,048 +9%
NCM
408
Neumann Capital Management
California
$11.2M -$9.96K -103 -0.1%
BWM
409
Bulltick Wealth Management
Florida
$11.2M -$16.3K -169 -0.1%
JWBC
410
John W. Brooker & Co
California
$11.1M -$91K -947 -0.8%
GC
411
Grimes & Company
Massachusetts
$11.1M +$680K +7,029 +7%
FCBT
412
First Citizens Bank & Trust
North Carolina
$11.1M -$531K -5,490 -5%
SGI
413
Summit Global Investments
Utah
$11M +$901K +9,322 +9%
PFM
414
Phillips Financial Management
Indiana
$10.9M -$96.3K -996 -0.9%
EWA
415
Encompass Wealth Advisors
Oregon
$10.9M +$112K +1,162 +1%
CFA
416
CWS Financial Advisors
Michigan
$10.9M +$9.93M +102,681 +1,023%
MIC
417
Means Investment Company
Maine
$10.9M -$232K -2,402 -2%
VCP
418
Verus Capital Partners
Arizona
$10.9M -$161K -1,670 -1%
SFWA
419
Summit Financial Wealth Advisors
Louisiana
$10.8M -$282K -2,912 -3%
RWB
420
RMR Wealth Builders
New Jersey
$10.8M +$673K +6,963 +7%
FAM
421
Frontier Asset Management
Wyoming
$10.8M -$4.5M -46,503 -29%
GIA
422
Gladstone Institutional Advisory
Florida
$10.8M -$221K -2,289 -2%
BFWA
423
Benchmark Financial Wealth Advisors
Florida
$10.8M -$105K -1,090 -1%
HI
424
Human Investing
Oregon
$10.8M +$1.19M +12,273 +12%
LC
425
LTG Capital
Massachusetts
$10.8M -$48.9K -505 -0.5%
15 16
17
18 19