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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 %
TWA
551
Tandem Wealth Advisors
Arizona
$7.02M +$88.6K +889 +1%
FAIM
552
Financial Advocates Investment Management
Washington
$7.01M +$199K +1,998 +3%
CNBTD
553
Citizens National Bank Trust Department
Mississippi
$6.98M +$179K +1,798 +3%
AWA
554
Arkadios Wealth Advisors
Georgia
$6.96M +$235K +2,355 +3%
SFA
555
Souders Financial Advisors
Ohio
$6.92M +$3.46M +34,734 +100%
OPPS
556
Obsidian Personal Planning Solutions
Maryland
$6.91M +$420K +4,210 +6%
HAS
557
Holland Advisory Services
Florida
$6.9M -$3.55M -35,646 -34%
JSL
558
JT Stratford LLC
Georgia
$6.87M +$575K +5,774 +9%
BSW
559
Buckingham Strategic Wealth
Missouri
$6.85M +$449K +4,502 +7%
CSPIA
560
Cary Street Partners Investment Advisory
Virginia
$6.83M +$4.12M +41,369 +152%
CNB
561
Camden National Bank
Maine
$6.81M -$21.1K -212 -0.3%
PVAMC
562
PPS&V Asset Management Consultants
Michigan
$6.76M -$412K -3,965 -6%
FFW
563
Fusion Family Wealth
New York
$6.76M +$6.08K +61 +0.1%
KWM
564
Keebeck Wealth Management
Illinois
$6.74M -$270K -2,709 -4%
CA
565
CoreCap Advisors
Michigan
$6.7M +$6.7M +67,252 New
SFG
566
Summit Financial Group
West Virginia
$6.69M +$64.1K +643 +1%
LCWP
567
Legacy Capital Wealth Partners
Arkansas
$6.68M -$734K -7,368 -10%
MBT
568
Montecito Bank & Trust
California
$6.67M -$142K -1,423 -2%
EWA
569
Etesian Wealth Advisors
Oregon
$6.65M +$152K +1,522 +2%
EGWAG
570
Elwood & Goetz Wealth Advisory Group
Georgia
$6.61M -$414K -4,157 -6%
Empower Advisory Group
571
Empower Advisory Group
Colorado
$6.61M +$134K +1,347 +2%
CWM
572
CCG Wealth Management
California
$6.6M +$826K +8,288 +14%
SFS
573
Sowell Financial Services
Arkansas
$6.59M +$3.34M +33,505 +103%
NAM
574
NorthCrest Asset Manangement
Minnesota
$6.56M +$21.8K +219 +0.3%
MWAM
575
Manhattan West Asset Management
California
$6.54M +$2.36M +23,665 +56%
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