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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 %
MBT
576
Montecito Bank & Trust
California
$6.61M -$260K -2,691 -4%
CNBTD
577
Citizens National Bank Trust Department
Mississippi
$6.59M +$143K +1,482 +2%
FFW
578
Fusion Family Wealth
New York
$6.55M -$692K -7,152 -10%
SAF
579
Smith Anglin Financial
Texas
$6.54M +$911K +9,416 +16%
4FG
580
4Thought Financial Group
New York
$6.54M +$464K +4,795 +8%
AWA
581
Arkadios Wealth Advisors
Georgia
$6.53M +$577K +5,970 +10%
ZIM
582
Zacks Investment Management
Illinois
$6.51M +$707K +7,308 +12%
BGDI
583
BW Gestao de Investimentos
Brazil
$6.49M +$6.49M +67,165 New
CIG
584
Cairn Investment Group
Washington
$6.43M -$98.8K -1,022 -2%
SFG
585
Summit Financial Group
West Virginia
$6.43M +$1.16K +12 +0%
Barclays
586
Barclays
United Kingdom
$6.4M +$375K +3,881 +6%
NAM
587
NorthCrest Asset Manangement
Minnesota
$6.34M +$6.34M +65,598 New
BWFA
588
Baltimore-Washington Financial Advisors
Maryland
$6.32M +$304K +3,148 +5%
EWA
589
Etesian Wealth Advisors
Oregon
$6.31M +$106K +1,100 +2%
OPPS
590
Obsidian Personal Planning Solutions
Maryland
$6.3M +$28.7K +297 +0.5%
Empower Advisory Group
591
Empower Advisory Group
Colorado
$6.29M +$6.29M +64,951 New
MF
592
Meridian Financial
Massachusetts
$6.26M +$17.9K +185 +0.3%
WPIC
593
White Pine Investment Company
Michigan
$6.25M +$384K +3,968 +7%
FHA
594
Flagship Harbor Advisors
Massachusetts
$6.2M -$68.2K -705 -1%
CCM
595
Canal Capital Management
Virginia
$6.18M -$1.94M -20,033 -24%
IA
596
IFG Advisory
Georgia
$6.18M +$77K +796 +1%
CSIC
597
Clifford Swan Investment Counsel
California
$6.15M -$51.6K -534 -0.8%
GA
598
GFS Advisors
Texas
$6.15M -$64.6K -668 -1%
JSL
599
JT Stratford LLC
Georgia
$6.11M -$60.2K -623 -1%
UBS AM
600
UBS AM
Illinois
$6.09M +$6.09M +62,996 New
22 23
24
25 26