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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 %
FTC
801
Farmers Trust Company
Ohio
$3.33M -$18.9K -190 -0.6%
PA
802
Paragon Advisors
Texas
$3.32M +$3.32M +33,354 New
BIA
803
Bigelow Investment Advisors
Maine
$3.32M +$254K +2,552 +8%
First Manhattan
804
First Manhattan
New York
$3.32M -$81.9K -822 -2%
TNBTD
805
Trustmark National Bank Trust Department
Mississippi
$3.31M -$69.7K -699 -2%
CW
806
Cook Wealth
North Carolina
$3.3M +$2.98M +28,902 +934%
VAM
807
Verity Asset Management
North Carolina
$3.3M +$1.58M +15,862 +92%
SSW
808
Stone Summit Wealth
Florida
$3.27M +$193K +1,935 +6%
PP
809
PrairieView Partners
Minnesota
$3.26M +$82.6K +829 +3%
SMA
810
Sage Mountain Advisors
Georgia
$3.26M +$53.3K +535 +2%
WA
811
WBH Advisory
Maryland
$3.25M -$167K -1,671 -5%
HFW
812
Horizon Family Wealth
Illinois
$3.23M +$175K +1,753 +6%
CAM
813
Congress Asset Management
Massachusetts
$3.21M -$57.3K -575 -2%
PWW
814
Pettyjohn Wood & White
Virginia
$3.21M +$64.7K +649 +2%
VF
815
Vawter Financial
Ohio
$3.2M +$3.2M +32,153 New
SCA
816
Southern Capital Advisors
Tennessee
$3.19M +$76.9K +772 +2%
HIMC
817
Heritage Investors Management Corp
Maryland
$3.18M +$58.8K +590 +2%
LWM
818
Lionsbridge Wealth Management
Florida
$3.16M +$861K +8,637 +37%
TFF
819
The Family Firm
Maryland
$3.15M -$1.59K -16 -0.1%
CTC
820
Corundum Trust Company
South Dakota
$3.14M +$3.14M +31,490 New
EWM
821
Evercore Wealth Management
New York
$3.12M -$21K -211 -0.7%
3F
822
360 Financial
Minnesota
$3.11M -$37.2K -373 -1%
VFPI
823
Vantage Financial Partners (Illinois)
Illinois
$3.11M -$548K -5,504 -15%
AWMG
824
Alliance Wealth Management Group
New Jersey
$3.1M +$225K +2,255 +8%
HPC
825
HM Payson & Co
Maine
$3.09M -$37.2K -373 -1%
31 32
33
34 35