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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 %
PWM
726
Provident Wealth Management
Tennessee
$4.12M -$45.3K -468 -1%
WCM
727
Windsor Capital Management
Arizona
$4.12M -$75K -776 -2%
EWP
728
Elevation Wealth Partners
California
$4.1M +$4.1M +42,442 New
PL
729
Parthenon LLC
Kentucky
$4.1M +$166K +1,715 +4%
DFC
730
DBK Financial Counsel
Ohio
$4.09M -$90.7K -938 -2%
OAM
731
Occidental Asset Management
California
$4.08M +$753K +7,792 +23%
MWAM
732
Manhattan West Asset Management
California
$4.06M +$231K +2,384 +6%
SIAM
733
Sterling Investment Advisors (Missouri)
Missouri
$4.04M +$47.3K +489 +1%
RW
734
RVW Wealth
California
$4.03M -$43.3K -448 -1%
CIAS
735
Capital Investment Advisory Services
North Carolina
$4.03M -$750K -7,752 -16%
HF
736
HRT Financial
New York
$4.02M -$7.18M -74,261 -64%
SEIA
737
Signature Estate & Investment Advisors
California
$4.01M -$20.2K -209 -0.5%
WFAG
738
Wescott Financial Advisory Group
Pennsylvania
$4M -$101K -1,049 -2%
AWC
739
Abundance Wealth Counselors
Pennsylvania
$4M -$1.3M -13,442 -25%
CBT
740
Central Bank & Trust
Kentucky
$3.98M +$101K +1,040 +3%
EWA
741
EP Wealth Advisors
California
$3.97M -$2.01M -28,132 -34%
IDA
742
Intelligence Driven Advisers
California
$3.97M +$421K +4,476 +12%
SS
743
Sunbelt Securities
Texas
$3.95M +$71K +748 +2%
FWA
744
FSM Wealth Advisors
Ohio
$3.94M +$885K +9,147 +29%
National Bank of Canada
745
National Bank of Canada
Quebec, Canada
$3.93M -$52K -537 -1%
ONB
746
Old National Bancorp
Indiana
$3.91M -$20.3K -210 -0.5%
AT
747
American Trust
Kentucky
$3.91M +$156K +1,609 +4%
BFG
748
Baron Financial Group
New Jersey
$3.91M -$10.3K -106 -0.3%
LA
749
Lynch & Associates
Indiana
$3.9M -$102K -1,051 -3%
SKK
750
Shepherd Kaplan Krochuk
Massachusetts
$3.89M -$69.9K -723 -2%
28 29
30
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