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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 %
RPC
551
Rossmore Private Capital
Connecticut
$7.09M -$78.2K -810 -1%
RAM
552
Riggs Asset Management
Pennsylvania
$7.09M -$80.1K -828 -1%
BRM
553
Boston Research & Management
Massachusetts
$7.09M +$10.5K +109 +0.1%
EIP
554
Ellis Investment Partners
Pennsylvania
$7.08M +$91.9K +950 +1%
LT
555
Legacy Trust
Michigan
$7.07M +$18.2K +188 +0.3%
AI
556
Atria Investments
North Carolina
$7.06M -$5.43M -56,159 -43%
CWM
557
Cahill Wealth Management
Michigan
$7M +$14K +145 +0.2%
MW
558
Marcum Wealth
Ohio
$7M +$4.93M +50,981 +238%
FNBOH
559
First National Bank of Hutchinson
Kansas
$6.98M -$420K -4,340 -6%
ECM
560
Evergreen Capital Management
Washington
$6.95M +$12.1K +125 +0.2%
PA
561
Parallel Advisors
California
$6.95M -$1.52M -15,710 -18%
FA
562
Fiduciary Alliance
South Carolina
$6.89M +$218K +2,257 +3%
WP
563
WealthSource Partners
California
$6.87M -$10.5M -108,712 -60%
YCM
564
Yousif Capital Management
Michigan
$6.86M -$1.8M -18,565 -21%
FA
565
FDx Advisors
Illinois
$6.85M – – –
EGWAG
566
Elwood & Goetz Wealth Advisory Group
Georgia
$6.81M -$16.1M -166,517 -70%
KWM
567
Keebeck Wealth Management
Illinois
$6.8M +$2.24M +23,196 +49%
IA
568
IFP Advisors
Florida
$6.77M -$5.15M -61,691 -43%
OHWP
569
Oak Harbor Wealth Partners
North Carolina
$6.74M +$1.9M +19,670 +39%
TWA
570
Tandem Wealth Advisors
Arizona
$6.73M +$3.65M +37,763 +119%
SIA
571
Soltis Investment Advisors
Utah
$6.71M -$659K -6,815 -9%
PVAMC
572
PPS&V Asset Management Consultants
Michigan
$6.68M -$58.2K -602 -0.9%
BRWA
573
B. Riley Wealth Advisors
Florida
$6.64M -$2.75M -28,412 -29%
CNB
574
Camden National Bank
Maine
$6.62M +$296K +3,057 +5%
FAIM
575
Financial Advocates Investment Management
Washington
$6.61M +$861K +8,906 +15%
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