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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 %
AFG
626
Arkansas Financial Group
Arkansas
$5.8M +$133K +1,336 +2%
GA
627
GFS Advisors
Texas
$5.8M -$542K -5,443 -9%
ABC
628
Associated Banc-Corp
Wisconsin
$5.77M +$299 +3 +0%
AGA
629
Arkos Global Advisors
Texas
$5.76M +$2.01M +20,135 +53%
HR
630
Howe & Rusling
New York
$5.75M +$175K +1,760 +3%
TC
631
Trilogy Capital
California
$5.74M +$60.4K +586 +1%
MNBTD
632
Moody National Bank Trust Division
Texas
$5.72M -$320K -3,216 -5%
T
633
TCWP
Ohio
$5.71M -$3.69M -37,043 -39%
BCM
634
Boltwood Capital Management
California
$5.68M -$217K -2,177 -4%
ACA
635
Affinity Capital Advisors
California
$5.65M -$2.8M -28,143 -33%
AFS
636
AFG Fiduciary Services
Massachusetts
$5.65M +$1.88M +18,490 +50%
EFL
637
ERn Financial LLC
Wisconsin
$5.65M -$11.1K -111 -0.2%
MWM
638
Mascoma Wealth Management
New Hampshire
$5.63M -$199K -1,931 -3%
AFG
639
ABLE Financial Group
Arizona
$5.62M +$1.21M +12,143 +27%
CA
640
Cambridge Associates
Massachusetts
$5.62M – – –
CIAS
641
Capital Investment Advisory Services
North Carolina
$5.59M +$1.44M +14,497 +35%
PCIA
642
Prime Capital Investment Advisors
Kansas
$5.59M +$3.95M +39,684 +241%
PBO
643
Peoples Bank (Ohio)
Ohio
$5.58M +$897 +9 +0%
ASFA
644
All Season Financial Advisors
Colorado
$5.56M +$5.56M +55,815 New
MFG
645
Merit Financial Group
Georgia
$5.53M +$304K +3,048 +6%
KOMWMG
646
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$5.51M +$180K +1,811 +3%
PCM
647
Parsons Capital Management
Rhode Island
$5.5M -$19.6K -197 -0.4%
RBC
648
Roble Belko & Company
Pennsylvania
$5.47M -$664K -6,663 -11%
MWP
649
Madison Wealth Partners
Wisconsin
$5.43M +$133K +1,337 +3%
MFC
650
Mechanics Financial Corp
Ohio
$5.43M -$29.2K -293 -0.5%
24 25
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