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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 %
SDAM
476
Shulman DeMeo Asset Management
New York
$9.46M -$19.1K -192 -0.2%
NW
477
NewEdge Wealth
Pennsylvania
$9.41M -$10M -100,437 -52%
TWP
478
TFO Wealth Partners
Ohio
$9.35M +$79.7K +800 +0.9%
FTS
479
Fifth Third Securities
Ohio
$9.33M +$551K +5,525 +6%
IF
480
Ironwood Financial
Arizona
$9.32M +$57.6K +578 +0.6%
CAC
481
Certified Advisory Corp
Florida
$9.25M -$595K -5,972 -6%
AA
482
Ancora Advisors
Ohio
$9.23M +$659K +6,614 +8%
CFO
483
CVA Family Office
Colorado
$9.17M +$251K +2,515 +3%
OFG
484
Omega Financial Group
California
$9.12M -$393K -3,943 -4%
IAG
485
Investment Advisory Group
Massachusetts
$9M +$958K +9,628 +12%
AllianceBernstein
486
AllianceBernstein
Tennessee
$8.98M -$17.6M -176,646 -66%
FG
487
Fiduciary Group
Georgia
$8.92M +$403K +4,045 +5%
IWMA
488
Ironwood Wealth Management (Arizona)
Arizona
$8.9M +$930K +9,329 +12%
EIA
489
Edgemoor Investment Advisors
Maryland
$8.89M +$983K +9,863 +12%
FFN
490
Focus Financial Network
Minnesota
$8.87M -$128K -1,289 -1%
PFS
491
Prospera Financial Services
Texas
$8.87M -$468K -4,697 -5%
LRWA
492
Long Run Wealth Advisors
New York
$8.81M -$1.62M -16,225 -16%
BWFA
493
Baltimore-Washington Financial Advisors
Maryland
$8.79M +$2.27M +22,805 +35%
CG
494
CFO4Life Group
Texas
$8.74M +$144K +1,448 +2%
Citadel Advisors
495
Citadel Advisors
Florida
$8.74M -$24.1M -241,955 -73%
AAS
496
Asset Allocation Strategies
Michigan
$8.6M +$7.38M +74,017 +601%
GIA
497
GHP Investment Advisors
Colorado
$8.58M -$112K -1,099 -1%
CCM
498
Condor Capital Management
New Jersey
$8.49M +$30.1K +302 +0.4%
NCM
499
Noesis Capital Mangement
Florida
$8.38M -$613K -6,153 -7%
EPP
500
ETF Portfolio Partners
Kansas
$8.34M +$388K +3,897 +5%
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