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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 %
TSWM
676
Triangle Securities Wealth Management
North Carolina
$4.85M +$51.3K +515 +1%
CIC
677
Cutler Investment Counsel
Oregon
$4.84M +$193K +1,939 +4%
ZIM
678
Zacks Investment Management
Illinois
$4.83M -$1.87M -18,782 -28%
OGF
679
Orin Green Financial
California
$4.81M +$97K +973 +2%
SSWM
680
Sheets Smith Wealth Management
North Carolina
$4.79M -$112K -1,126 -2%
CAM
681
Cozad Asset Management
Illinois
$4.78M +$124K +1,240 +3%
NOI
682
Newton One Investments
Delaware
$4.74M +$210K +2,105 +5%
BA
683
Ballew Advisors
Mississippi
$4.74M +$11K +109 +0.2%
PA
684
PSI Advisors
Florida
$4.73M +$12.9K +129 +0.3%
JWCA
685
J.W. Cole Advisors
Florida
$4.7M -$280K -2,811 -6%
AC
686
Apella Capital
Connecticut
$4.69M +$4.69M +47,092 New
BA
687
Bellwether Advisors
Nebraska
$4.69M -$34.2K -343 -0.7%
ISWM
688
Independent Solutions Wealth Management
New York
$4.63M -$119K -1,190 -2%
PCMU
689
Paragon Capital Management (Utah)
Utah
$4.62M +$118K +1,183 +3%
SP
690
SWS Partners
Ohio
$4.62M +$88.4K +887 +2%
KFP
691
KMG Fiduciary Partners
Ohio
$4.6M +$323K +3,244 +8%
CFG
692
Cooper Financial Group
California
$4.6M +$155K +1,560 +3%
PPWM
693
PFG Private Wealth Management
Florida
$4.59M +$170K +1,708 +4%
BCMO
694
Buckingham Capital Management (Ohio)
Ohio
$4.59M -$94K -943 -2%
PWA
695
Physician Wealth Advisors
Utah
$4.55M -$35.9K -358 -0.8%
AWP
696
Accretive Wealth Partners
New Jersey
$4.54M +$224K +2,247 +5%
CCB
697
Country Club Bank
Missouri
$4.52M -$64.1K -644 -1%
WWM
698
Western Wealth Management
Colorado
$4.51M -$218K -2,183 -5%
SEIA
699
Signature Estate & Investment Advisors
California
$4.45M +$319K +3,206 +8%
CIC
700
Chilton Investment Company
Connecticut
$4.44M – – –
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