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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 %
OCM
476
One Capital Management
California
$9.28M +$278K +2,879 +3%
OFG
477
Omega Financial Group
California
$9.23M +$940K +9,716 +11%
FWM
478
FFT Wealth Management
Pennsylvania
$9.22M -$289K -2,990 -3%
ISB
479
Iowa State Bank
Iowa
$9.2M +$644K +6,662 +8%
SDAM
480
Shulman DeMeo Asset Management
New York
$9.2M +$57K +589 +0.6%
PFGIA
481
Patriot Financial Group Insurance Agency
Massachusetts
$9.19M +$631K +6,523 +7%
PFA
482
Pettinga Financial Advisors
Indiana
$9.13M -$4.04M -41,735 -31%
T
483
TCWP
Ohio
$9.12M +$1.67M +17,312 +22%
PFS
484
Prospera Financial Services
Texas
$9.06M +$73.8K +763 +0.8%
BWA
485
BDO Wealth Advisors
Florida
$9.05M +$23.1K +239 +0.3%
ATC
486
Argent Trust Co
Tennessee
$9.02M +$86.4K +893 +1%
TWP
487
TFO Wealth Partners
Ohio
$8.99M +$8.99M +92,933 +120,692%
IF
488
Ironwood Financial
Arizona
$8.99M +$217K +2,244 +2%
LPAM
489
Lodestar Private Asset Management
California
$8.97M -$188K -1,943 -2%
FMN
490
Financial Management Network
California
$8.97M +$417K +4,399 +5%
NL
491
NWAM LLC
Washington
$8.92M -$4.32M -44,685 -33%
VFPW
492
Vantage Financial Partners (Wisconsin)
Wisconsin
$8.91M +$6.44M +66,608 +261%
LNC
493
Lincoln National Corp
Pennsylvania
$8.88M +$36.9K +382 +0.4%
TIM
494
Tortoise Investment Management
New York
$8.86M +$305K +3,149 +4%
FFN
495
Focus Financial Network
Minnesota
$8.74M +$8.74M +90,332 New
NCM
496
Noesis Capital Mangement
Florida
$8.73M -$1.15M -11,939 -12%
Qube Research & Technologies (QRT)
497
Qube Research & Technologies (QRT)
United Kingdom
$8.73M -$24M -248,064 -73%
MCC
498
Money Concepts Capital
Florida
$8.67M +$7.53M +654,738 +661%
FNT
499
First National Trust
Pennsylvania
$8.66M -$87.4K -904 -1%
CFO
500
CVA Family Office
Colorado
$8.66M -$139K -1,438 -2%
18 19
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