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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 %
BBNA
751
Bremer Bank National Association
Minnesota
$3.88M -$516K -5,331 -12%
MYIA
752
Mount Yale Investment Advisors
Colorado
$3.88M -$3.47M -35,915 -47%
VIM
753
Vista Investment Management
Pennsylvania
$3.87M +$133K +1,375 +4%
CF
754
Centaurus Financial
California
$3.86M +$1.4M +14,517 +57%
RBC
755
Romano Brothers & Co
Illinois
$3.85M +$18.5K +191 +0.5%
LIM
756
Leavell Investment Management
Alabama
$3.84M +$8.9K +92 +0.2%
S
757
SignatureFD
Georgia
$3.84M +$599K +6,196 +19%
HGWM
758
Harvest Group Wealth Management
Massachusetts
$3.8M +$1.18M +12,220 +45%
NGA
759
Naples Global Advisors
Florida
$3.76M +$76.7K +793 +2%
CB
760
Centennial Bank
Arkansas
$3.71M -$25.3K -262 -0.7%
PAG
761
Private Advisory Group
Washington
$3.7M -$472K -4,876 -11%
MOACM
762
Mutual of America Capital Management
New York
$3.7M +$1.83M +18,925 +98%
SS
763
Sound Stewardship
Kansas
$3.7M +$166K +1,719 +5%
WA
764
Wilshire Advisors
California
$3.69M +$1.44M +14,874 +64%
SOS
765
Silver Oak Securities
Tennessee
$3.67M -$47.3K -489 -1%
AGA
766
Arkos Global Advisors
Texas
$3.64M +$1.66M +17,139 +84%
Koshinski Asset Management
767
Koshinski Asset Management
Illinois
$3.64M +$156K +1,611 +4%
ES
768
ETF Store
Kansas
$3.63M -$59K -637 -2%
CFD
769
Creative Financial Designs
Indiana
$3.63M +$246K +2,540 +7%
GSAM
770
Grant Street Asset Management
Pennsylvania
$3.62M +$225K +2,324 +7%
MA
771
Mutual Advisors
Nebraska
$3.61M -$145K -1,495 -4%
DE
772
Day & Ennis
Georgia
$3.61M -$18.6K -192 -0.5%
AFS
773
AFG Fiduciary Services
Massachusetts
$3.6M -$1.83M -18,879 -34%
EFS
774
Essex Financial Services
Connecticut
$3.6M -$153K -1,582 -4%
FWP
775
FAS Wealth Partners
Kansas
$3.58M -$2.88M -29,811 -45%
29 30
31
32 33