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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 %
HSWM
851
Hubbell Strickland Wealth Management
Louisiana
$2.89M -$1.28M -13,271 -31%
UBG
852
United Bank (Georgia)
Georgia
$2.88M -$34.7K -359 -1%
BMCM
853
Bryn Mawr Capital Management
Pennsylvania
$2.88M -$7.06K -73 -0.2%
OBGC
854
O'Brien Greene & Co
Pennsylvania
$2.86M +$97 +1 +0%
SEI Investments
855
SEI Investments
Pennsylvania
$2.86M +$257K +2,660 +10%
WMP
856
Wealth Management Partners
Arizona
$2.86M +$54.1K +559 +2%
RBFC
857
Roman Butler Fullerton & Co
Missouri
$2.84M +$1.67K +18 +0.1%
DIA
858
Dana Investment Advisors
Wisconsin
$2.84M -$47.6K -492 -2%
LWP
859
Laurel Wealth Planning
Minnesota
$2.83M -$190K -1,960 -6%
LOIP
860
Live Oak Investment Partners
Texas
$2.83M -$2.79M – –
DWM
861
Defined Wealth Management
Oregon
$2.83M +$558K +5,767 +25%
ACM
862
Ashford Capital Management
Delaware
$2.82M -$247K -2,552 -8%
RWP
863
Revolve Wealth Partners
New Jersey
$2.81M -$894K -9,249 -24%
MSWM
864
McGlone Suttner Wealth Management
Wisconsin
$2.8M -$178K -1,841 -6%
KHC
865
Koesten Hirschmann & Crabtree
Kansas
$2.8M +$2.8K +29 +0.1%
UWPG
866
Ullmann Wealth Partners Group
Florida
$2.8M -$29.3K -303 -1%
LWA
867
Lineweaver Wealth Advisors
Ohio
$2.8M -$4.68M -48,357 -63%
AWMG
868
Alliance Wealth Management Group
New Jersey
$2.79M +$97K +1,003 +4%
PAG
869
Paladin Advisory Group
Iowa
$2.77M +$2.77M +28,656 New
DWM
870
Dakota Wealth Management
Florida
$2.77M -$306K -3,164 -10%
SGK
871
Steigerwald Gordon & Koch
Virginia
$2.75M -$247K -2,559 -8%
BCG
872
Breakwater Capital Group
New Jersey
$2.75M +$476K +4,921 +21%
NRC
873
New Republic Capital
North Carolina
$2.75M +$201K +2,078 +8%
SAA
874
Southeast Asset Advisors
Georgia
$2.75M +$1.26K +13 +0%
NCM
875
Next Capital Management
New York
$2.74M +$174K +1,803 +7%
33 34
35
36 37