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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 %
C
451
Certuity
Florida
$10.2M -$1.99M -20,007 -16%
FF
452
Francis Financial
$10.2M +$540K +5,414 +6%
CWM
453
Cranbrook Wealth Management
Michigan
$10.1M +$348K +3,488 +4%
BOH
454
Bank of Hawaii
Hawaii
$10.1M +$246K +2,465 +3%
CW
455
Connectus Wealth
Ohio
$10M -$12.2M -122,035 -55%
LPT
456
Legacy Private Trust
Wisconsin
$9.96M -$6.74M -67,654 -40%
FCA
457
FinTrust Capital Advisors
South Carolina
$9.94M – – –
GCA
458
Greenwood Capital Associates
South Carolina
$9.91M +$335K +3,361 +3%
RIM
459
Redwood Investment Management
Arizona
$9.79M – – –
PFGIA
460
Patriot Financial Group Insurance Agency
Massachusetts
$9.79M +$314K +3,152 +3%
PFA
461
Pettinga Financial Advisors
Indiana
$9.74M +$326K +3,272 +3%
OCM
462
One Capital Management
California
$9.71M +$150K +1,510 +2%
HIG
463
Heritage Investment Group
Florida
$9.7M +$1.18M +11,882 +14%
EVM
464
Evelyn V. Moreno
$9.69M -$141K -1,413 -1%
STA
465
Summit Trail Advisors
New York
$9.66M -$48.5K -487 -0.5%
RWA
466
Ropes Wealth Advisors
Massachusetts
$9.64M +$52.8K +530 +0.6%
Carson Wealth (CWM LLC)
467
Carson Wealth (CWM LLC)
Nebraska
$9.62M -$305K -3,059 -3%
MCC
468
Money Concepts Capital
Florida
$9.62M -$65.5M -657,299 -87%
Mirae Asset Global Investments
469
Mirae Asset Global Investments
South Korea
$9.57M -$9.27M -93,000 -49%
LPAM
470
Lodestar Private Asset Management
California
$9.54M +$293K +2,941 +3%
NFC
471
Northeast Financial Consultants
Connecticut
$9.51M +$689K +6,910 +8%
TIM
472
Tortoise Investment Management
New York
$9.5M +$377K +3,784 +4%
ISB
473
Iowa State Bank
Iowa
$9.5M +$13K +130 +0.1%
FMN
474
Financial Management Network
California
$9.49M +$10.6K +106 +0.1%
FWM
475
FFT Wealth Management
Pennsylvania
$9.47M -$25.3K -254 -0.3%
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