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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 %
CIM
426
CIM Investment Management
Pennsylvania
$10.9M +$145K +1,459 +1%
AWE
427
Avidian Wealth Enterprises
Texas
$10.9M -$4.22M -42,387 -28%
PFM
428
Phillips Financial Management
Indiana
$10.9M -$356K -3,572 -3%
MIC
429
Means Investment Company
Maine
$10.9M -$320K -3,212 -3%
RIA
430
Regal Investment Advisors
Michigan
$10.8M +$273K +2,743 +3%
MA
431
Montag & Associates
Georgia
$10.8M -$2.82M -28,288 -21%
EWA
432
EP Wealth Advisors
California
$10.7M -$4.41M -16,167 -29%
IAN
433
Integrated Advisors Network
Texas
$10.6M +$42.8K +429 +0.4%
LNC
434
Lincoln National Corp
Pennsylvania
$10.6M +$1.45M +14,554 +16%
AF
435
Apexium Financial
Texas
$10.6M +$869K +8,721 +9%
IWS
436
Insight Wealth Strategies
California
$10.6M -$59.9K -601 -0.6%
MFC
437
Morris Financial Concepts
South Carolina
$10.6M +$437K +4,384 +4%
GSIS
438
Global Strategic Investment Solutions
Arizona
$10.5M -$12.5K -125 -0.1%
PI
439
Pachira Investments
California
$10.5M +$9.73M +97,654 +1,269%
CPW
440
Crestmont Private Wealth
Texas
$10.5M +$881K +8,836 +9%
LFS
441
Legacy Financial Strategies
Kansas
$10.5M -$42.5K -426 -0.4%
FBT
442
First Bank & Trust
South Dakota
$10.5M – – –
PHAM
443
Palisades Hudson Asset Management
Florida
$10.5M -$245K -2,455 -2%
CTC
444
Central Trust Company
Missouri
$10.5M -$1.58M -15,874 -13%
BA
445
Bristlecone Advisors
Washington
$10.4M +$50K +502 +0.5%
NPF
446
Norris Perne & French
Michigan
$10.4M +$410K +4,118 +4%
PSCM
447
Per Stirling Capital Management
Texas
$10.4M -$410K -4,119 -4%
PAM
448
Peninsula Asset Management
Florida
$10.3M -$17.9K -180 -0.2%
CWM
449
Curi Wealth Management
North Carolina
$10.3M +$503K +5,052 +5%
CWA
450
Consilio Wealth Advisors
Washington
$10.2M +$10.2M +102,824 New
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