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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 %
RIA
701
Retirement Investment Advisors
Oklahoma
$4.43M -$876K -8,793 -17%
SFG
702
SevenBridge Financial Group
Pennsylvania
$4.41M +$74.8K +751 +2%
TA
703
Townsend & Associates
Colorado
$4.39M +$2.24M +21,624 +104%
EWP
704
Elevation Wealth Partners
California
$4.39M +$143K +1,429 +3%
GLA
705
Good Life Advisors
Pennsylvania
$4.36M -$1.44M -14,438 -25%
ES
706
ETF Store
Kansas
$4.34M +$274K +2,648 +7%
GTAM
707
Global Trust Asset Management
Florida
$4.33M +$9.47K +95 +0.2%
GSC
708
G&S Capital
Colorado
$4.32M -$1.47M -14,710 -25%
SWM
709
Shelton Wealth Management
Texas
$4.32M -$442K -4,431 -9%
MCA
710
MSH Capital Advisors
Arizona
$4.31M -$171K -1,718 -4%
SWA
711
SOA Wealth Advisors
New York
$4.31M -$1.7M -17,096 -28%
EWM
712
EPG Wealth Management
Georgia
$4.3M -$36.3K -364 -0.8%
BFG
713
Baron Financial Group
New Jersey
$4.29M +$264K +2,648 +7%
NGA
714
Naples Global Advisors
Florida
$4.27M +$395K +3,968 +10%
SS
715
Sunbelt Securities
Texas
$4.26M +$116K +1,168 +3%
BBNA
716
Bremer Bank National Association
Minnesota
$4.26M +$260K +2,611 +7%
PL
717
Parthenon LLC
Kentucky
$4.25M +$27.4K +275 +0.6%
WCM
718
Windsor Capital Management
Arizona
$4.22M -$20K -201 -0.5%
SOS
719
Silver Oak Securities
Tennessee
$4.22M +$437K +4,390 +12%
CRI
720
Colonial River Investments
Virginia
$4.21M +$3.19M +31,968 +309%
National Bank of Canada
721
National Bank of Canada
Quebec, Canada
$4.21M +$169K +1,700 +4%
MCM
722
Magnolia Capital Management
New York
$4.21M -$45.3K -455 -1%
PWM
723
Provident Wealth Management
Tennessee
$4.2M -$41.3K -414 -1%
DFC
724
DBK Financial Counsel
Ohio
$4.2M -$14K -140 -0.3%
W
725
Wealthquest
Ohio
$4.2M -$213K -2,136 -5%
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