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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 %
FCB
701
First Command Bank
Texas
$4.48M -$559K -5,785 -11%
SIM
702
Stratos Investment Management
Ohio
$4.45M -$99.1K -1,025 -2%
KIG
703
Kowal Investment Group
Wisconsin
$4.41M -$7.31M -75,646 -62%
NOI
704
Newton One Investments
Delaware
$4.4M +$16.8K +174 +0.4%
SP
705
SWS Partners
Ohio
$4.4M +$425K +4,395 +11%
MWM
706
Meridian Wealth Management
Kentucky
$4.39M -$366K -3,783 -8%
PWA
707
Physician Wealth Advisors
Utah
$4.37M -$1.77M -18,472 -29%
PCMU
708
Paragon Capital Management (Utah)
Utah
$4.37M +$27.6K +285 +0.6%
CCB
709
Country Club Bank
Missouri
$4.37M -$131K -1,375 -3%
MCA
710
MSH Capital Advisors
Arizona
$4.35M -$206K -2,128 -5%
GC
711
Garde Capital
Washington
$4.34M +$551K +5,695 +15%
CFG
712
Cooper Financial Group
California
$4.31M +$60.8K +629 +1%
CIC
713
Chilton Investment Company
Connecticut
$4.3M – – –
PPWM
714
PFG Private Wealth Management
Florida
$4.29M +$1.75M +18,106 +69%
AFG
715
ABLE Financial Group
Arizona
$4.28M +$4.28M +44,287 New
W
716
Wealthquest
Ohio
$4.28M -$304K -3,145 -7%
VNA
717
Valley National Advisers
Pennsylvania
$4.27M +$786K +8,268 +23%
CFG
718
Carr Financial Group
Massachusetts
$4.26M +$87.4K +904 +2%
SFG
719
SevenBridge Financial Group
Pennsylvania
$4.21M +$66.9K +692 +2%
EWM
720
EPG Wealth Management
Georgia
$4.2M +$10.8K +112 +0.3%
GTAM
721
Global Trust Asset Management
Florida
$4.2M -$41.1K -425 -1%
AWP
722
Accretive Wealth Partners
New Jersey
$4.19M -$65.6K -678 -2%
PIAS
723
PCA Investment Advisory Services
Ohio
$4.17M +$4.17M +43,171 New
KFP
724
KMG Fiduciary Partners
Ohio
$4.15M +$577K +5,964 +16%
MCM
725
Magnolia Capital Management
New York
$4.13M -$95.1K -983 -2%
27 28
29
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