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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 %
TFF
826
The Family Firm
Maryland
$3.06M -$62.2K -643 -2%
SCA
827
Snowden Capital Advisors
New York
$3.05M -$1.22M -12,633 -29%
PWW
828
Pettyjohn Wood & White
Virginia
$3.05M +$14K +145 +0.5%
3F
829
360 Financial
Minnesota
$3.05M +$184K +1,902 +6%
EWM
830
Evercore Wealth Management
New York
$3.05M +$352K +3,645 +13%
HPC
831
HM Payson & Co
Maine
$3.04M +$20.6K +213 +0.7%
HIMC
832
Heritage Investors Management Corp
Maryland
$3.03M +$8.7K +90 +0.3%
SCA
833
Southern Capital Advisors
Tennessee
$3.02M +$177K +1,827 +6%
WPW
834
Waldron Private Wealth
Pennsylvania
$3M -$315K -3,260 -10%
SSW
835
Stone Summit Wealth
Florida
$2.98M +$10.9K +113 +0.4%
BIA
836
Bigelow Investment Advisors
Maine
$2.97M +$273K +2,818 +10%
CPA
837
Capital Planning Advisors
California
$2.97M -$3.59M -37,132 -55%
HFW
838
Horizon Family Wealth
Illinois
$2.97M +$9.28K +96 +0.3%
AWP
839
Ascent Wealth Partners
New York
$2.97M +$1.88M +14,445 +173%
1WM
840
1900 Wealth Management
Texas
$2.97M -$1.33K -14 -0%
TAM
841
TCP Asset Management
Ohio
$2.95M +$681K +7,045 +30%
MSRPS
842
Maryland State Retirement & Pension System
Maryland
$2.95M +$1.57M +16,227 +114%
CCA
843
Cora Capital Advisors
New Jersey
$2.94M -$9.32M -96,422 -76%
AMG
844
Asset Management Group
Connecticut
$2.93M +$9.77K +101 +0.3%
WS
845
Wedbush Securities
California
$2.93M +$260K +2,687 +10%
AFC
846
AFT Forsyth & Company
Florida
$2.93M -$20.3K -210 -0.7%
WF
847
Welch & Forbes
Massachusetts
$2.93M -$13.3K -138 -0.5%
FNBOO
848
First National Bank of Omaha
Nebraska
$2.91M -$255K -2,639 -8%
NDSI
849
Newman Dignan & Sheerar Inc
Rhode Island
$2.91M -$78.7K -814 -3%
KFAA
850
Klaas Financial Asset Advisors
Illinois
$2.9M -$35.6K -368 -1%
32 33
34
35 36