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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 %
NFC
501
Northeast Financial Consultants
Connecticut
$8.56M +$525K +5,428 +7%
HH
502
Hilltop Holdings
Texas
$8.54M +$1.25M +12,900 +17%
FTS
503
Fifth Third Securities
Ohio
$8.52M -$90.3K -934 -1%
CAL
504
Capital Analysts LLC
Pennsylvania
$8.49M -$3.3M -34,160 -28%
BFO
505
Boston Family Office
Massachusetts
$8.39M -$225K -2,324 -3%
CG
506
CFO4Life Group
Texas
$8.34M +$48.5K +502 +0.6%
AA
507
Ancora Advisors
Ohio
$8.32M -$331K -3,425 -4%
FG
508
Fiduciary Group
Georgia
$8.26M +$206K +2,130 +3%
HIG
509
Heritage Investment Group
Florida
$8.26M +$416K +4,303 +5%
AAS
510
Annex Advisory Services
Wisconsin
$8.24M -$109K -1,125 -1%
GIA
511
GHP Investment Advisors
Colorado
$8.23M -$48.2K -498 -0.6%
CCM
512
Condor Capital Management
New Jersey
$8.21M -$130K -1,347 -2%
ACA
513
Affinity Capital Advisors
California
$8.21M -$1.07M -11,067 -12%
CBB
514
Citizens Business Bank
California
$8.19M -$540K -5,580 -6%
CPC
515
Consolidated Planning Corp
Georgia
$8.18M -$170K -1,755 -2%
WSFS
516
Wilmington Savings Fund Society
Delaware
$8.14M -$510K -5,269 -6%
MG
517
Mather Group
Illinois
$8.13M -$213K -2,206 -3%
FIA
518
Foundations Investment Advisors
Arizona
$8.12M +$1.6M +16,564 +25%
PFG
519
Pacific Financial Group
Washington
$8.07M -$41.2K -426 -0.5%
LIA
520
LS Investment Advisors
Michigan
$8.06M -$1.54M -15,898 -16%
COPPSERS
521
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$7.89M -$7.85M -81,204 -50%
EC
522
EdgeRock Capital
Colorado
$7.88M +$1.68M +17,349 +27%
TDWM
523
Topel & Distasi Wealth Management
California
$7.87M +$293K +3,032 +4%
IWM
524
IHT Wealth Management
Illinois
$7.84M +$1.07M +11,014 +16%
IAG
525
Investment Advisory Group
Massachusetts
$7.82M +$170K +1,760 +2%
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