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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
33.73%
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
1
Envestnet Asset Management
Illinois
$911M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$2.76B
3
US Bancorp
3
US Bancorp
Minnesota
$844M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$1.47B
5
RJA
5
Raymond James & Associates
Florida
$845M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$255M
2
CAM
2
Cresset Asset Management
Illinois
$178M
3
CCMG
3
Clark Capital Management Group
Pennsylvania
$352K
4
HI
4
Horizon Investments
North Carolina
$43.8M
5
BlackRock
5
BlackRock
New York
$768M
Name Holding Trade Value Shares
Change 		Shares
Change %
KeyBank National Association
26
KeyBank National Association
Ohio
$358M +$4.77M +49,298 +1%
RFC
27
Regions Financial Corp
Alabama
$337M -$254K -2,622 -0.1%
CCA
28
Catalyst Capital Advisors
New York
$281M +$5.55M +57,432 +2%
MRC
29
Millburn Ridgefield Corp
New York
$281M +$5.55M +57,432 +2%
Fifth Third Bancorp
30
Fifth Third Bancorp
Ohio
$262M -$13.6M -140,317 -5%
HNB
31
Huntington National Bank
Ohio
$255M -$247M – –
HighTower Advisors
32
HighTower Advisors
Illinois
$254M +$12.3M +127,454 +5%
AA
33
Alesco Advisors
New York
$235M +$1.04M +10,729 +0.4%
Osaic Holdings
34
Osaic Holdings
Arizona
$213M -$50.2M -519,530 -19%
HTC
35
Haverford Trust Company
Pennsylvania
$207M +$4.9M +50,718 +2%
AA
36
Acorns Advisers
California
$203M +$10.5M +108,789 +5%
UCFA
37
United Capital Financial Advisors
Texas
$202M +$8.51M +88,052 +4%
CAM
38
Cresset Asset Management
Illinois
$178M -$237M -2,447,419 -57%
Bank of Montreal
39
Bank of Montreal
Ontario, Canada
$175M +$14.4M +148,362 +9%
Members Trust
40
Members Trust
Florida
$174M -$20.3M -210,046 -10%
Mariner
41
Mariner
Kansas
$172M +$42.1M +434,993 +32%
NFA
42
Nationwide Fund Advisors
Ohio
$153M -$541K -5,594 -0.4%
JPMorgan Chase & Co
43
JPMorgan Chase & Co
New York
$148M -$38.3M -395,852 -21%
WANY
44
Wealthspire Advisors (New York)
New York
$143M +$7.37M +76,166 +5%
Creative Planning
45
Creative Planning
Kansas
$142M -$26.1M -269,694 -15%
VFA
46
Valeo Financial Advisors
Indiana
$139M +$6.41M +71,893 +5%
State Street
47
State Street
Massachusetts
$137M +$73.9M +764,613 +117%
CIA
48
Choate Investment Advisors
Massachusetts
$134M +$38.7M +400,158 +41%
M&T Bank
49
M&T Bank
New York
$125M -$13M -133,977 -9%
Victory Capital Management
50
Victory Capital Management
Texas
$122M +$6.11M +63,181 +5%
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