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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 %
RA
601
RFG Advisory
Alabama
$6.08M -$1.87M -19,367 -24%
BSW
602
Buckingham Strategic Wealth
Missouri
$6.07M – – –
AIM
603
Allen Investment Management
New York
$6.05M – – –
WS
604
Wela Strategies
Georgia
$6.02M +$2.49M +25,735 +70%
PAS
605
Park Avenue Securities
New York
$6.01M -$45M -465,092 -88%
MPCG
606
Matrix Private Capital Group
New York
$6M -$349K -3,604 -5%
KWM
607
Kingsview Wealth Management
Oregon
$5.98M +$202K +2,086 +3%
RBC
608
Roble Belko & Company
Pennsylvania
$5.95M +$225K +2,322 +4%
Susquehanna International Group
609
Susquehanna International Group
Pennsylvania
$5.94M +$2.63M +27,155 +79%
JF
610
JSF Financial
California
$5.94M -$233K -2,407 -4%
PFM
611
Peak Financial Management
Massachusetts
$5.93M +$70.4K +728 +1%
TA
612
TKG Advisors
Indiana
$5.92M +$37.2K +385 +0.6%
CF
613
Cantor Fitzgerald
New York
$5.92M -$248K -2,568 -4%
NCMW
614
Northern Capital Management (Washington)
Washington
$5.9M +$88.4K +914 +2%
MNBTD
615
Moody National Bank Trust Division
Texas
$5.86M – – –
AWA
616
Arete Wealth Advisors
Illinois
$5.85M +$797K +8,246 +16%
SWA
617
SOA Wealth Advisors
New York
$5.83M -$11.9K -123 -0.2%
SW
618
SkyOak Wealth
Michigan
$5.82M +$534K +5,521 +10%
RIA
619
RPG Investment Advisory
California
$5.78M +$33.1K +342 +0.6%
MPPLM
620
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$5.76M +$5.76M +59,611 New
Kovitz Investment Group Partners
621
Kovitz Investment Group Partners
Illinois
$5.74M +$546K +5,645 +11%
RWPA
622
Richard W. Paul & Associates
Michigan
$5.73M +$263K +2,719 +5%
BCM
623
Boltwood Capital Management
California
$5.72M +$24.4K +252 +0.4%
SCM
624
Sebold Capital Management
Illinois
$5.65M -$773K -7,997 -12%
BFEC
625
Benjamin F. Edwards & Company
Missouri
$5.65M -$2.42M -24,979 -30%
23 24
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