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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 %
PAM
451
Peninsula Asset Management
Florida
$10M -$312K -3,226 -3%
FCA
452
FinTrust Capital Advisors
South Carolina
$9.94M – – –
Retirement Systems of Alabama
453
Retirement Systems of Alabama
Alabama
$9.93M – – –
MFC
454
Morris Financial Concepts
South Carolina
$9.84M +$107K +1,108 +1%
PWAG
455
Polaris Wealth Advisory Group
California
$9.7M +$3.02M +31,265 +45%
NPF
456
Norris Perne & French
Michigan
$9.7M +$634K +6,555 +7%
PFM
457
Parsec Financial Management
North Carolina
$9.67M +$363K +3,754 +4%
Carson Wealth (CWM LLC)
458
Carson Wealth (CWM LLC)
Nebraska
$9.63M -$80M -827,210 -89%
CA
459
Cumberland Advisors
Florida
$9.59M +$9.59M +99,210 New
MOS
460
MGO One Seven
Ohio
$9.59M +$7.81M +80,814 +441%
CAC
461
Certified Advisory Corp
Florida
$9.55M -$292K -3,015 -3%
EVM
462
Evelyn V. Moreno
$9.54M +$845K +8,742 +10%
BOH
463
Bank of Hawaii
Hawaii
$9.53M – – –
HWM
464
HB Wealth Management
Georgia
$9.53M +$495K +5,123 +5%
CWM
465
Cranbrook Wealth Management
Michigan
$9.51M -$1.21M -12,508 -11%
RIM
466
Redwood Investment Management
Arizona
$9.5M -$1.28M -13,266 -12%
CWM
467
Curi Wealth Management
North Carolina
$9.48M +$797K +8,246 +9%
AF
468
Apexium Financial
Texas
$9.43M +$506K +5,230 +6%
STA
469
Summit Trail Advisors
New York
$9.42M -$147K -1,524 -2%
FF
470
Francis Financial
$9.36M -$1.84M -19,005 -16%
CFP
471
Catalyst Financial Partners
Massachusetts
$9.33M +$1.17M +12,110 +14%
CPW
472
Crestmont Private Wealth
Texas
$9.32M -$76.1K -787 -0.8%
RWA
473
Ropes Wealth Advisors
Massachusetts
$9.3M -$64.9K -671 -0.7%
GCA
474
Greenwood Capital Associates
South Carolina
$9.29M +$93.3K +965 +1%
LMIM
475
Lockheed Martin Investment Management
Maryland
$9.28M +$5.13M +53,000 +123%
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