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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 %
DT
826
Diversified Trust
Tennessee
$3.08M +$329K +3,298 +12%
CWM
827
Cornerstone Wealth Management
Missouri
$3.04M +$504K +5,057 +20%
RBFC
828
Roman Butler Fullerton & Co
Missouri
$3.04M -$162K -1,557 -5%
AFC
829
AFT Forsyth & Company
Florida
$3.03M +$3.29K +33 +0.1%
SB
830
Strategic Blueprint
Georgia
$3.03M -$606K -6,083 -17%
SIC
831
Sterling Investment Counsel
New York
$3.02M +$254K +2,546 +9%
WF
832
Welch & Forbes
Massachusetts
$3.01M -$11.5K -115 -0.4%
LOIP
833
Live Oak Investment Partners
Texas
$2.99M -$2.83M – –
AMG
834
Asset Management Group
Connecticut
$2.98M -$41.6K -417 -1%
WMP
835
Wealth Management Partners
Arizona
$2.98M +$32.8K +329 +1%
NCM
836
Next Capital Management
New York
$2.97M +$150K +1,504 +5%
DWM
837
Dakota Wealth Management
Florida
$2.93M +$80.7K +810 +3%
FNBOO
838
First National Bank of Omaha
Nebraska
$2.92M -$78.7K -790 -3%
KFAA
839
Klaas Financial Asset Advisors
Illinois
$2.92M -$67.9K -681 -2%
WPW
840
Waldron Private Wealth
Pennsylvania
$2.92M -$175K -1,759 -6%
VIA
841
Vickerman Investment Advisors
Washington
$2.91M +$314K +3,156 +12%
WS
842
Wedbush Securities
California
$2.9M -$120K -1,207 -4%
TCPWM
843
Traverso Chambers Private Wealth Management
California
$2.86M +$1.94M +19,457 +210%
MAS
844
Madden Advisory Services
Florida
$2.85M +$96.6K +969 +4%
UBG
845
United Bank (Georgia)
Georgia
$2.85M -$117K -1,172 -4%
NRC
846
New Republic Capital
North Carolina
$2.84M +$12K +120 +0.4%
RhumbLine Advisers
847
RhumbLine Advisers
Massachusetts
$2.84M +$672K +6,743 +31%
OBGC
848
O'Brien Greene & Co
Pennsylvania
$2.84M -$113K -1,132 -4%
CHJWM
849
Carlton Hofferkamp & Jenks Wealth Management
Texas
$2.83M +$27.9K +270 +1%
NDSI
850
Newman Dignan & Sheerar Inc
Rhode Island
$2.83M -$162K -1,621 -5%
32 33
34
35 36