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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
+$137M
2
CCMG
Clark Capital Management Group
Pennsylvania
+$129M
3
AAS
Annex Advisory Services
Wisconsin
+$107M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$102M
5
CAM
Cresset Asset Management
Illinois
+$101M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$873M
2
US Bancorp
US Bancorp
Minnesota
-$354M
3
HNB
Huntington National Bank
Ohio
-$255M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$168M
5
Wells Fargo
Wells Fargo
California
-$157M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
401
Evermay Wealth Management
Virginia
$11.7M -$112K -1,119 -0.9%
CAG
402
Crestwood Advisors Group
Massachusetts
$11.7M -$5.69M -57,094 -33%
VBFG
403
Vishria Bird Financial Group
Tennessee
$11.7M -$27.9K -280 -0.2%
JWBC
404
John W. Brooker & Co
California
$11.6M +$67.2K +674 +0.6%
NCM
405
Neumann Capital Management
California
$11.6M +$52.5K +527 +0.5%
GIA
406
Gladstone Institutional Advisory
Florida
$11.5M +$372K +3,734 +3%
SLFPAM
407
St. Louis Financial Planners Asset Management
Missouri
$11.5M -$218K -2,191 -2%
FCBT
408
First Citizens Bank & Trust
North Carolina
$11.5M +$18.4K +185 +0.2%
PCMC
409
Private Capital Management (Colorado)
Colorado
$11.4M -$2.26M -22,700 -17%
DAS
410
Dynamic Advisor Solutions
Arizona
$11.4M -$825K -8,274 -7%
VCP
411
Verus Capital Partners
Arizona
$11.4M +$216K +2,163 +2%
B
412
Bailard
California
$11.4M +$367K +3,687 +3%
PWM
413
Perigon Wealth Management
California
$11.4M -$3.13M -31,417 -22%
LC
414
LTG Capital
Massachusetts
$11.3M +$243K +2,443 +2%
CFP
415
Catalyst Financial Partners
Massachusetts
$11.3M +$1.68M +16,857 +17%
BWM
416
Bulltick Wealth Management
Florida
$11.3M -$215K -2,160 -2%
MWM
417
MTC Wealth Management
Florida
$11.3M +$502K +5,042 +5%
EWA
418
Encompass Wealth Advisors
Oregon
$11.2M -$30.7K -308 -0.3%
BFWA
419
Benchmark Financial Wealth Advisors
Florida
$11.2M +$59.1K +593 +0.5%
CIA
420
Choate Investment Advisors
Massachusetts
$11.1M -$127M -1,275,946 -92%
LWANC
421
Laurel Wealth Advisors (North Carolina)
North Carolina
$11M +$480K +4,821 +5%
HWM
422
HB Wealth Management
Georgia
$11M +$1.22M +12,208 +12%
EC
423
EdgeRock Capital
Colorado
$11M +$2.91M +29,180 +36%
NFG
424
Nations Financial Group
Iowa
$11M -$123K -1,235 -1%
CWA
425
Core Wealth Advisors
Florida
$11M -$62K -622 -0.6%
15 16
17
18 19