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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 %
FFG
651
Frisch Financial Group
New York
$5.38M +$266K +2,665 +5%
FWA
652
FSM Wealth Advisors
Ohio
$5.36M +$1.26M +12,526 +31%
CC
653
Courier Capital
New York
$5.34M +$49.4K +496 +0.9%
KDA
654
Kraft Davis & Associates
Missouri
$5.34M +$5.34M +52,553 New
AIMC
655
Alley Investment Management Company
Illinois
$5.33M -$21.6K -217 -0.4%
KWA
656
Kellett Wealth Advisors
Ohio
$5.31M +$506K +5,081 +11%
AP
657
Arlington Partners
Alabama
$5.29M +$5.29M +53,105 New
SCM
658
Sebold Capital Management
Illinois
$5.28M -$541K -5,431 -9%
NAM
659
NTV Asset Management
West Virginia
$5.26M +$5.88K +59 +0.1%
RA
660
Resolute Advisors
California
$5.25M +$453K +4,547 +9%
WDL
661
Well Done LLC
Michigan
$5.24M -$129K -1,290 -2%
JFG
662
Jefferies Financial Group
New York
$5.2M +$65.7K +659 +1%
VNA
663
Valley National Advisers
Pennsylvania
$5.19M +$713K +7,150 +16%
EW
664
Element Wealth
Mississippi
$5.17M -$414K -4,152 -7%
MIG
665
McGuire Investment Group
Rhode Island
$5.15M +$243K +2,435 +5%
CL
666
Choreo LLC
Illinois
$5.11M +$66.8K +670 +1%
SWA
667
Sutton Wealth Advisors
Florida
$5.06M +$337K +3,384 +7%
WIA
668
World Investment Advisors
California
$5.05M -$35.3K -354 -0.7%
CB
669
Commerce Bank
Missouri
$5.05M +$16.7K +168 +0.3%
TA
670
TKG Advisors
Indiana
$4.99M -$1.11M -11,109 -18%
PPC
671
Park Place Capital
Alabama
$4.98M -$772K -7,751 -13%
SIM
672
Stratos Investment Management
Ohio
$4.96M +$369K +3,706 +8%
MC
673
Middleton & Co
Massachusetts
$4.95M +$138K +1,387 +3%
PTC
674
Private Trust Company
Ohio
$4.91M -$121K -1,211 -2%
TCM
675
Telos Capital Management
California
$4.91M +$64.1K +643 +1%
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