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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 %
ECM
526
Evergreen Capital Management
Washington
$7.58M +$417K +4,188 +6%
FWM
527
Focused Wealth Management
New York
$7.56M +$247K +2,474 +3%
HF
528
HRT Financial
New York
$7.56M +$3.42M +34,341 +83%
CWC
529
Carolinas Wealth Consulting
North Carolina
$7.52M +$69K +692 +0.9%
BFO
530
Boston Family Office
Massachusetts
$7.52M -$1.12M -11,238 -13%
FA
531
Fiduciary Alliance
South Carolina
$7.48M +$381K +3,820 +5%
BNP Paribas Financial Markets
532
BNP Paribas Financial Markets
France
$7.48M +$2.57M +25,748 +52%
CASB
533
Cape Ann Savings Bank
Massachusetts
$7.48M -$23.3K -234 -0.3%
TCM
534
Traynor Capital Management
Pennsylvania
$7.48M -$266K -2,665 -3%
RPC
535
Rossmore Private Capital
Connecticut
$7.45M +$91.7K +915 +1%
FA
536
FDx Advisors
Illinois
$7.4M +$188K +1,882 +3%
LIA
537
LS Investment Advisors
Michigan
$7.39M -$922K -9,252 -11%
CWM
538
Cahill Wealth Management
Michigan
$7.38M +$169K +1,696 +2%
4FG
539
4Thought Financial Group
New York
$7.38M +$645K +6,473 +10%
SAF
540
Smith Anglin Financial
Texas
$7.38M +$641K +6,430 +10%
LT
541
Legacy Trust
Michigan
$7.37M +$83.6K +839 +1%
LWA
542
LWS Wealth Advisors
New Jersey
$7.36M -$146K -1,461 -2%
EIP
543
Ellis Investment Partners
Pennsylvania
$7.34M +$35.1K +352 +0.5%
BRM
544
Boston Research & Management
Massachusetts
$7.26M -$37.9K -380 -0.5%
MA
545
Mutual Advisors
Nebraska
$7.21M +$3.49M +35,011 +94%
CWM
546
Congress Wealth Management
Massachusetts
$7.19M -$771K -7,732 -10%
FNBOH
547
First National Bank of Hutchinson
Kansas
$7.18M -$10.5K -105 -0.1%
OHWP
548
Oak Harbor Wealth Partners
North Carolina
$7.16M +$214K +2,147 +3%
SW
549
SkyOak Wealth
Michigan
$7.14M +$1.14M +11,465 +19%
RIA
550
Richwood Investment Advisors
Ohio
$7.1M -$212K -2,129 -3%
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