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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 %
RWPA
601
Richard W. Paul & Associates
Michigan
$6.13M +$229K +2,300 +4%
RA
602
RFG Advisory
Alabama
$6.11M -$164K -1,641 -3%
UBS AM
603
UBS AM
Illinois
$6.09M – – –
AWA
604
Arete Wealth Advisors
Illinois
$6.05M +$19.4K +195 +0.3%
JF
605
JSF Financial
California
$6.04M -$79.7K -800 -1%
PFA
606
Pathway Financial Advisors
Vermont
$6.03M +$286K +2,868 +5%
BFEC
607
Benjamin F. Edwards & Company
Missouri
$6.03M +$209K +2,093 +4%
ACB
608
Aristotle Capital Boston
Massachusetts
$6.03M +$253K +2,535 +4%
NCMW
609
Northern Capital Management (Washington)
Washington
$6.02M -$59.7K -599 -1%
PRA
610
Pine Ridge Advisers
New York
$6.02M +$591K +5,935 +11%
IA
611
IFP Advisors
Florida
$5.99M -$2.11M -21,132 -26%
WB
612
WesBanco Bank
West Virginia
$5.97M +$4.79M +48,112 +407%
BBHC
613
Brown Brothers Harriman & Co
New York
$5.97M +$990K +9,930 +20%
CF
614
Cantor Fitzgerald
New York
$5.96M -$143K -1,439 -2%
HCM
615
Hudson Capital Management
New Jersey
$5.94M +$243K +2,440 +4%
AWM
616
AAF Wealth Management
Massachusetts
$5.91M +$231K +2,322 +4%
GMA
617
Glassy Mountain Advisors
Maryland
$5.91M +$5.91M +59,268 New
DC
618
Davenport & Co
Virginia
$5.9M +$277K +2,780 +5%
QS
619
Quantitative Strategies
California
$5.88M +$5.88M +58,966 New
IWM
620
IHT Wealth Management
Illinois
$5.86M -$2.22M -22,267 -27%
MWM
621
Magnolia Wealth Management
Alabama
$5.86M +$631K +6,334 +12%
AIA
622
Arcadia Investment Advisors
Idaho
$5.86M +$232K +2,327 +4%
GWMIA
623
Global Wealth Management Investment Advisory
Florida
$5.86M +$273K +2,744 +5%
OIS
624
Okabena Investment Services
Minnesota
$5.84M +$5.84M +58,619 New
Luther King Capital Management (LKCM)
625
Luther King Capital Management (LKCM)
Texas
$5.8M -$3.5M – –
23 24
25
26 27