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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 %
LGWM
726
Litman Gregory Wealth Management
California
$4.19M +$4.19M +42,023 New
MWM
727
Meridian Wealth Management
Kentucky
$4.18M -$344K -3,450 -8%
SKK
728
Shepherd Kaplan Krochuk
Massachusetts
$4.17M +$163K +1,634 +4%
PAG
729
Private Advisory Group
Washington
$4.17M +$351K +3,520 +9%
MYIA
730
Mount Yale Investment Advisors
Colorado
$4.16M +$162K +1,625 +4%
SIAM
731
Sterling Investment Advisors (Missouri)
Missouri
$4.13M -$24.9K -250 -0.6%
RBC
732
Romano Brothers & Co
Illinois
$4.11M +$149K +1,496 +4%
CB
733
Centennial Bank
Arkansas
$4.1M +$279K +2,798 +7%
FTWA
734
Fifth Third Wealth Advisors
Ohio
$4.1M +$3.04M +30,504 +286%
LIM
735
Leavell Investment Management
Alabama
$4.09M +$130K +1,305 +3%
PIAS
736
PCA Investment Advisory Services
Ohio
$4.09M -$215K -2,156 -5%
ONB
737
Old National Bancorp
Indiana
$4.08M +$47.9K +481 +1%
PWAG
738
Polaris Wealth Advisory Group
California
$4.05M -$5.95M -59,682 -59%
FCFS
739
First Command Financial Services
Texas
$4.05M -$571K -5,734 -12%
FCB
740
First Command Bank
Texas
$4.05M -$571K -5,734 -12%
LA
741
Lynch & Associates
Indiana
$4.04M +$24.1K +242 +0.6%
VIM
742
Vista Investment Management
Pennsylvania
$4.04M +$54.4K +546 +1%
AT
743
American Trust
Kentucky
$4.03M +$3.39K +34 +0.1%
BWM
744
Boyd Wealth Management
California
$4.03M -$8.22M -82,526 -67%
CWA
745
Canvas Wealth Advisors
Kansas
$4.03M +$2.47M +23,839 +159%
TC
746
TownSquare Capital
Utah
$3.92M +$2.53M +25,396 +182%
GC
747
Garde Capital
Washington
$3.88M -$592K -5,936 -13%
S
748
SignatureFD
Georgia
$3.88M -$72.7K -730 -2%
ATC
749
Adirondack Trust Company
New York
$3.88M +$101K +963 +3%
WFAG
750
Wescott Financial Advisory Group
Pennsylvania
$3.87M -$255K -2,559 -6%
28 29
30
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