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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 %
CPC
501
Consolidated Planning Corp
Georgia
$8.33M -$97.9K -982 -1%
PFG
502
Pacific Financial Group
Washington
$8.33M +$18.8K +189 +0.2%
Retirement Systems of Alabama
503
Retirement Systems of Alabama
Alabama
$8.32M -$1.91M -19,200 -19%
TDWM
504
Topel & Distasi Wealth Management
California
$8.21M +$109K +1,089 +1%
PPW
505
PACK Private Wealth
Minnesota
$8.21M +$315K +3,157 +4%
CI
506
CX Institutional
Indiana
$8.21M -$4.57M -45,904 -36%
DCM
507
Davidson Capital Management
Texas
$8.17M +$158K +1,590 +2%
HWM
508
HighMark Wealth Management
Minnesota
$8.13M +$212K +2,126 +3%
MG
509
Mather Group
Illinois
$8.05M -$335K -3,366 -4%
ZCM
510
Ziegler Capital Management
Illinois
$8.03M -$4.01M -40,251 -33%
CBB
511
Citizens Business Bank
California
$7.9M -$537K -5,386 -6%
SFP
512
Strategic Financial Partners
Oregon
$7.88M -$4.54M -45,522 -37%
GVAG
513
Great Valley Advisor Group
Delaware
$7.85M -$5.5M -55,151 -41%
CCA
514
Column Capital Advisors
Indiana
$7.81M -$72.7K -730 -0.9%
SCM
515
Stonehearth Capital Management
Massachusetts
$7.8M +$157K +1,575 +2%
AAS
516
Ameritas Advisory Services
Nebraska
$7.8M -$5.79M -58,877 -43%
CIC
517
Carnegie Investment Counsel
Ohio
$7.8M +$165K +1,660 +2%
TYCC
518
Texas Yale Capital Corp
Florida
$7.79M -$14.7K -148 -0.2%
NF
519
Nikulski Financial
Iowa
$7.75M +$274K +2,754 +4%
WSFS
520
Wilmington Savings Fund Society
Delaware
$7.71M -$687K -6,894 -8%
LS
521
Liquid Strategies
Georgia
$7.68M +$50.7K +509 +0.7%
1832 Asset Management
522
1832 Asset Management
Ontario, Canada
$7.68M +$103K +1,030 +1%
HSBC Holdings
523
HSBC Holdings
United Kingdom
$7.67M -$228K -2,287 -3%
HSA
524
HBK Sorce Advisory
Pennsylvania
$7.62M -$118K -1,187 -2%
MFA
525
Mayflower Financial Advisors
Massachusetts
$7.6M -$336K -3,372 -4%
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