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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 %
JWCA
676
J.W. Cole Advisors
Florida
$4.83M -$337K -3,485 -7%
BBHC
677
Brown Brothers Harriman & Co
New York
$4.83M +$688K +7,119 +17%
BNP Paribas Financial Markets
678
BNP Paribas Financial Markets
France
$4.77M -$1.34M -13,885 -22%
MIG
679
McGuire Investment Group
Rhode Island
$4.76M +$1.25M +12,978 +36%
SSWM
680
Sheets Smith Wealth Management
North Carolina
$4.76M -$208K -2,155 -4%
GWM
681
Greenwich Wealth Management
Connecticut
$4.72M -$293K -3,032 -6%
CM
682
Cercano Management
Washington
$4.72M -$14.5M -149,964 -75%
TCM
683
Telos Capital Management
California
$4.7M +$178K +1,844 +4%
MC
684
Middleton & Co
Massachusetts
$4.67M +$23.7K +245 +0.5%
TSWM
685
Triangle Securities Wealth Management
North Carolina
$4.66M +$6.29K +65 +0.1%
KWA
686
Kellett Wealth Advisors
Ohio
$4.66M -$176K -1,824 -4%
RA
687
Resolute Advisors
California
$4.65M +$120K +1,236 +3%
SWM
688
Shelton Wealth Management
Texas
$4.62M -$266K -2,754 -5%
ISWM
689
Independent Solutions Wealth Management
New York
$4.61M -$281K -2,902 -6%
BA
690
Ballew Advisors
Mississippi
$4.6M -$221K -2,260 -5%
WWM
691
Western Wealth Management
Colorado
$4.59M -$140K -1,447 -3%
SWA
692
Sutton Wealth Advisors
Florida
$4.59M +$388K +4,017 +9%
BA
693
Bellwether Advisors
Nebraska
$4.58M -$189K -1,952 -4%
PA
694
PSI Advisors
Florida
$4.58M -$44.6K -461 -1%
OGF
695
Orin Green Financial
California
$4.58M -$81.6K -844 -2%
BCMO
696
Buckingham Capital Management (Ohio)
Ohio
$4.54M +$75.2K +778 +2%
CAM
697
Cozad Asset Management
Illinois
$4.52M +$243K +2,517 +6%
CIC
698
Cutler Investment Counsel
Oregon
$4.51M -$508K -5,251 -10%
MCIA
699
Mountain Capital Investment Advisors
Colorado
$4.5M -$3.7M -38,488 -45%
FCFS
700
First Command Financial Services
Texas
$4.48M -$559K -5,785 -11%
26 27
28
29 30