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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 %
CFG
751
Citizens Financial Group
Rhode Island
$3.86M +$276K +2,768 +8%
EWM
752
Empirical Wealth Management
Washington
$3.86M +$2.73M +27,378 +240%
FNWM
753
Financial Network Wealth Management
Utah
$3.86M -$2.02M -19,360 -34%
CFA
754
Cahill Financial Advisors
Minnesota
$3.85M +$257K +2,581 +7%
SS
755
Sound Stewardship
Kansas
$3.83M +$22.2K +223 +0.6%
SI
756
Stephens Inc
Arkansas
$3.81M +$211K +2,115 +6%
AWAP
757
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$3.8M +$176K +1,762 +5%
CBT
758
Central Bank & Trust
Kentucky
$3.78M -$318K -3,195 -8%
BAM
759
Belpointe Asset Management
Nevada
$3.75M +$136K +1,365 +4%
WG
760
Watchman Group
Texas
$3.7M +$293K +2,942 +9%
GWP
761
Gateway Wealth Partners
Wisconsin
$3.67M +$115K +1,152 +3%
LSIA
762
LaSalle St. Investment Advisors
Illinois
$3.67M +$2.36M +23,729 +182%
UL
763
Unionview LLC
Washington
$3.66M +$134K +1,347 +4%
TH
764
TCTC Holdings
Texas
$3.64M +$178K +1,784 +5%
ST
765
Spinnaker Trust
Maine
$3.62M -$2.49K -25 -0.1%
LDB
766
Lee, Danner & Bass
Tennessee
$3.62M +$55.4K +556 +2%
VC
767
Vestor Capital
Illinois
$3.6M +$121K +1,219 +3%
CFG
768
Carr Financial Group
Massachusetts
$3.59M -$794K -7,965 -18%
WPW
769
Watershed Private Wealth
Illinois
$3.59M +$156K +1,567 +5%
TA
770
Tectonic Advisors
Texas
$3.59M – – –
NHT
771
New Hampshire Trust
New Hampshire
$3.58M -$13.9K -139 -0.4%
CW
772
CIC Wealth
Maryland
$3.57M -$37.9K -380 -1%
PLU
773
Performa Ltd (US)
South Carolina
$3.57M +$47.7K +479 +1%
PAS
774
Park Avenue Securities
New York
$3.56M -$2.63M -26,354 -42%
SEI Investments
775
SEI Investments
Pennsylvania
$3.56M +$613K +6,148 +21%
29 30
31
32 33