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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 %
Jane Street
651
Jane Street
New York
$5.35M -$19.5M -202,139 -79%
TC
652
Trilogy Capital
California
$5.33M -$18.4M -190,619 -78%
MWM
653
Mascoma Wealth Management
New Hampshire
$5.31M +$843K +8,973 +19%
MFC
654
Mechanics Financial Corp
Ohio
$5.3M -$26.3K -272 -0.5%
PRA
655
Pine Ridge Advisers
New York
$5.27M +$1.17M +12,090 +29%
WDL
656
Well Done LLC
Michigan
$5.21M +$229K +2,372 +5%
AIMC
657
Alley Investment Management Company
Illinois
$5.2M +$100K +1,035 +2%
KOMWMG
658
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$5.17M -$745K -7,707 -13%
RIA
659
Retirement Investment Advisors
Oklahoma
$5.15M +$527K +5,451 +11%
MWP
660
Madison Wealth Partners
Wisconsin
$5.14M -$19.1K -197 -0.4%
CC
661
Courier Capital
New York
$5.13M -$65.2K -674 -1%
NAM
662
NTV Asset Management
West Virginia
$5.1M +$60.1K +622 +1%
MFG
663
Merit Financial Group
Georgia
$5.07M -$2.12M -21,953 -29%
MWM
664
Magnolia Wealth Management
Alabama
$5.07M -$172K -1,776 -3%
HH
665
HWG Holdings
Texas
$5.04M -$2.43M -25,156 -33%
HAC
666
Harbor Advisory Corp
New Hampshire
$5.04M +$1M +10,370 +25%
JFG
667
Jefferies Financial Group
New York
$4.98M -$613K -6,344 -11%
FFG
668
Frisch Financial Group
New York
$4.97M +$302K +3,126 +6%
WIA
669
World Investment Advisors
California
$4.94M -$430K -4,451 -8%
SG Americas Securities
670
SG Americas Securities
New York
$4.94M +$63K +651 +1%
CAG
671
Csenge Advisory Group
Florida
$4.93M -$735K -7,602 -13%
CL
672
Choreo LLC
Illinois
$4.89M +$3.8M +39,247 +346%
CB
673
Commerce Bank
Missouri
$4.89M +$80.8K +836 +2%
PTC
674
Private Trust Company
Ohio
$4.88M +$384K +3,973 +9%
MWM
675
MorganRosel Wealth Management
Colorado
$4.85M +$2.18M +22,571 +82%
25 26
27
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