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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 %
TH
801
TCTC Holdings
Texas
$3.36M +$1.1M +11,361 +49%
NL
802
NEPC LLC
Massachusetts
$3.35M – – –
WCP
803
Wick Capital Partners
Pennsylvania
$3.34M +$662K +6,846 +25%
WPW
804
Watershed Private Wealth
Illinois
$3.33M -$870 -9 -0%
SAM
805
Simplify Asset Management
Nevada
$3.33M +$928K +9,593 +39%
SAM
806
Smithbridge Asset Management
Pennsylvania
$3.33M -$1.15M -11,931 -26%
GSB
807
Greenfield Savings Bank
Massachusetts
$3.32M +$5.71K +59 +0.2%
PIMG
808
Patriot Investment Management Group
Tennessee
$3.32M -$16K -165 -0.5%
WA
809
WBH Advisory
Maryland
$3.31M +$3.31M +34,274 New
WG
810
Watchman Group
Texas
$3.31M +$155K +1,604 +5%
First Manhattan
811
First Manhattan
New York
$3.3M +$300K +3,107 +10%
MUAMU
812
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$3.29M -$387K -4,000 -11%
TNBTD
813
Trustmark National Bank Trust Department
Mississippi
$3.28M +$151K +1,557 +5%
DP
814
Denver PWM
Colorado
$3.28M +$102K +1,098 +3%
NSB
815
Norway Savings Bank
Maine
$3.27M +$224K +2,319 +7%
PFA
816
Pure Financial Advisors
California
$3.27M -$59.3K -613 -2%
SFG
817
Snider Financial Group
Washington
$3.26M -$49.8K -515 -2%
FTC
818
Farmers Trust Company
Ohio
$3.25M -$31.5K -326 -1%
CAM
819
Congress Asset Management
Massachusetts
$3.17M -$276K -2,854 -8%
SFS
820
Sowell Financial Services
Arkansas
$3.16M -$3.34M -34,580 -51%
AIP
821
Ameritas Investment Partners
Nebraska
$3.13M +$4.93K +51 +0.2%
SMA
822
Sage Mountain Advisors
Georgia
$3.11M +$1.06K +11 +0%
CHC
823
City Holding Co
West Virginia
$3.09M +$131K +1,359 +4%
1IA
824
1834 Investment Advisors
Wisconsin
$3.09M +$2.07M +21,391 +203%
PP
825
PrairieView Partners
Minnesota
$3.08M +$122K +1,261 +4%
31 32
33
34 35