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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 %
SFG
776
Snider Financial Group
Washington
$3.55M +$184K +1,843 +5%
GSAM
777
Grant Street Asset Management
Pennsylvania
$3.53M -$206K -2,064 -6%
FWTB
778
First Western Trust Bank
Colorado
$3.53M -$8.07K -81 -0.2%
1WM
779
1900 Wealth Management
Texas
$3.53M +$407K +4,080 +13%
EFS
780
Essex Financial Services
Connecticut
$3.53M -$181K -1,815 -5%
CA
781
Continuum Advisory
Idaho
$3.51M +$1.25M +12,494 +55%
HWMT
782
Heritage Wealth Management (Texas)
Texas
$3.51M -$152K -1,523 -4%
WCP
783
Wick Capital Partners
Pennsylvania
$3.5M +$65.6K +658 +2%
FWP
784
FAS Wealth Partners
Kansas
$3.5M -$193K -1,932 -5%
RW
785
RVW Wealth
California
$3.48M -$678K -6,800 -16%
TCOT
786
Trust Company of Toledo
Ohio
$3.46M -$49.8K -500 -1%
NL
787
NEPC LLC
Massachusetts
$3.45M -$2.39K -24 -0.1%
AP
788
Americana Partners
Texas
$3.44M +$2.58M +25,880 +298%
SAM
789
Smithbridge Asset Management
Pennsylvania
$3.43M -$2.49K -25 -0.1%
MCI
790
MRP Capital Investments
Georgia
$3.42M +$3.42M +34,335 New
BFO
791
Biltmore Family Office
North Carolina
$3.42M +$753K +7,555 +28%
NSLI
792
Nan Shan Life Insurance
Taiwan
$3.41M +$3.41M +34,200 New
PIMG
793
Patriot Investment Management Group
Tennessee
$3.41M -$11.6K -116 -0.3%
CHC
794
City Holding Co
West Virginia
$3.4M +$210K +2,107 +7%
DP
795
Denver PWM
Colorado
$3.39M -$104K -1,048 -3%
GWM
796
Greenwich Wealth Management
Connecticut
$3.39M -$1.48M -14,851 -30%
MUAMU
797
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$3.39M – – –
USB
798
Union Savings Bank
Connecticut
$3.37M +$3.37M +32,036 New
AIP
799
Ameritas Investment Partners
Nebraska
$3.35M +$124K +1,247 +4%
PFA
800
Pure Financial Advisors
California
$3.34M -$27.2K -273 -0.8%
30 31
32
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