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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 %
NFG
426
Nations Financial Group
Iowa
$10.8M +$141K +1,453 +1%
CWA
427
Core Wealth Advisors
Florida
$10.7M -$1.28M -13,218 -11%
B
428
Bailard
California
$10.7M -$7.16K -74 -0.1%
FBB
429
Fulton Breakefield Broenniman
Maryland
$10.7M +$10.3M +106,494 +2,807%
LBIM
430
Land & Buildings Investment Management
Connecticut
$10.6M +$10.6M +109,900 New
WSTAM
431
Wilbanks Smith & Thomas Asset Management
Virginia
$10.6M -$999K -10,328 -9%
TCM
432
Towercrest Capital Management
Pennsylvania
$10.6M -$98.7K -1,021 -0.9%
CIM
433
CIM Investment Management
Pennsylvania
$10.5M – – –
PSCM
434
Per Stirling Capital Management
Texas
$10.5M -$2.78M -28,724 -21%
MWM
435
Marietta Wealth Management
Georgia
$10.5M +$451K +4,660 +5%
MWM
436
MTC Wealth Management
Florida
$10.4M -$600K -6,208 -5%
PHAM
437
Palisades Hudson Asset Management
Florida
$10.4M +$27.5K +284 +0.3%
JAG
438
Journey Advisory Group
Kentucky
$10.3M +$3.87M +40,069 +60%
IWS
439
Insight Wealth Strategies
California
$10.3M -$268K -2,771 -3%
IAN
440
Integrated Advisors Network
Texas
$10.3M +$582K +6,018 +6%
LWANC
441
Laurel Wealth Advisors (North Carolina)
North Carolina
$10.3M +$704K +7,281 +7%
LFS
442
Legacy Financial Strategies
Kansas
$10.2M +$631K +6,530 +7%
GSIS
443
Global Strategic Investment Solutions
Arizona
$10.2M +$8.61K +89 +0.1%
RIA
444
Regal Investment Advisors
Michigan
$10.2M -$860K -8,893 -8%
FBT
445
First Bank & Trust
South Dakota
$10.2M – – –
HAS
446
Holland Advisory Services
Florida
$10.1M -$1.69M -17,520 -14%
LA
447
Legacy Advisors
Pennsylvania
$10.1M +$1.61M +16,665 +19%
LRWA
448
Long Run Wealth Advisors
New York
$10.1M +$543K +5,620 +6%
BA
449
Bristlecone Advisors
Washington
$10.1M +$1.34M +13,819 +15%
TWM
450
Thrive Wealth Management
Pennsylvania
$10.1M +$944K +9,761 +10%
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