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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 %
DCM
526
Davidson Capital Management
Texas
$7.78M +$1.23M +12,687 +19%
IWMA
527
Ironwood Wealth Management (Arizona)
Arizona
$7.74M +$241K +2,488 +3%
CWM
528
Congress Wealth Management
Massachusetts
$7.72M -$390K -4,037 -5%
EPP
529
ETF Portfolio Partners
Kansas
$7.71M +$452K +4,672 +6%
MFA
530
Mayflower Financial Advisors
Massachusetts
$7.7M -$854K -8,832 -10%
HWM
531
HighMark Wealth Management
Minnesota
$7.68M -$193K -1,996 -2%
EIA
532
Edgemoor Investment Advisors
Maryland
$7.67M +$327K +3,380 +4%
HSBC Holdings
533
HSBC Holdings
United Kingdom
$7.66M -$62.5K -646 -0.8%
PPW
534
PACK Private Wealth
Minnesota
$7.66M +$202K +2,088 +3%
CCA
535
Column Capital Advisors
Indiana
$7.65M -$253K -2,619 -3%
TYCC
536
Texas Yale Capital Corp
Florida
$7.57M -$27.1K -280 -0.4%
TCM
537
Traynor Capital Management
Pennsylvania
$7.51M +$205K +2,122 +3%
SC
538
Savant Capital
Illinois
$7.51M +$3.15M +32,553 +72%
HSA
539
HBK Sorce Advisory
Pennsylvania
$7.51M -$7.45M -77,029 -50%
SCM
540
Stonehearth Capital Management
Massachusetts
$7.42M +$192K +1,982 +3%
CIC
541
Carnegie Investment Counsel
Ohio
$7.41M +$1.3M +13,401 +21%
LS
542
Liquid Strategies
Georgia
$7.4M +$17.1K +177 +0.2%
1832 Asset Management
543
1832 Asset Management
Ontario, Canada
$7.35M -$304K -3,140 -4%
LWA
544
LWS Wealth Advisors
New Jersey
$7.28M +$204K +2,111 +3%
CASB
545
Cape Ann Savings Bank
Massachusetts
$7.28M -$27.9K -289 -0.4%
NF
546
Nikulski Financial
Iowa
$7.26M +$46.7K +483 +0.6%
CWC
547
Carolinas Wealth Consulting
North Carolina
$7.24M +$243K +2,518 +3%
LCWP
548
Legacy Capital Wealth Partners
Arkansas
$7.19M +$3.5M +36,188 +95%
FWM
549
Focused Wealth Management
New York
$7.1M -$126K -1,307 -2%
RIA
550
Richwood Investment Advisors
Ohio
$7.1M -$21.8K -225 -0.3%
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