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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 %
EFM
851
Eley Financial Management
Vermont
$2.83M +$71.8K +721 +3%
PAG
852
Paladin Advisory Group
Iowa
$2.82M -$38.8K -389 -1%
HSWM
853
Hubbell Strickland Wealth Management
Louisiana
$2.81M -$163K -1,635 -5%
HPWM
854
High Pines Wealth Management
Massachusetts
$2.81M +$134K +1,345 +5%
SCA
855
Snowden Capital Advisors
New York
$2.81M -$340K -3,409 -11%
VCM
856
Viewpoint Capital Management
Washington
$2.8M – – –
CTFG
857
Capstone Triton Financial Group
Oklahoma
$2.8M +$85.7K +860 +3%
RFG
858
RFP Financial Group
Georgia
$2.8M +$145K +1,451 +5%
SGK
859
Steigerwald Gordon & Koch
Virginia
$2.79M -$40K -401 -1%
CCFM
860
Clear Creek Financial Management
Washington
$2.79M +$12K +120 +0.4%
LWP
861
Laurel Wealth Planning
Minnesota
$2.77M -$147K -1,479 -5%
FNBOSM
862
First National Bank of South Miami
Florida
$2.76M -$58.8K -590 -2%
UWPG
863
Ullmann Wealth Partners Group
Florida
$2.76M -$127K -1,272 -4%
KIG
864
Kowal Investment Group
Wisconsin
$2.74M -$1.8M -18,090 -40%
FIM
865
Freedom Investment Management
Connecticut
$2.74M +$896K +8,994 +49%
KHC
866
Koesten Hirschmann & Crabtree
Kansas
$2.73M -$154K -1,542 -5%
WWM
867
Wiser Wealth Management
Georgia
$2.72M +$48.4K +486 +2%
BWM
868
Birchcreek Wealth Management
Ohio
$2.7M +$707K +7,093 +35%
CIBC World Market
869
CIBC World Market
Ontario, Canada
$2.68M +$1.4M +14,068 +110%
GPA
870
Garrison Point Advisors
California
$2.67M +$57.3K +575 +2%
LWA
871
Lineweaver Wealth Advisors
Ohio
$2.67M -$210K -2,106 -7%
MSWM
872
McGlone Suttner Wealth Management
Wisconsin
$2.67M -$224K -2,245 -8%
CGFA
873
Colton Groome Financial Advisors
North Carolina
$2.66M +$1.1M +11,070 +71%
CFO
874
Callan Family Office
Pennsylvania
$2.65M -$28.7K -288 -1%
SFI
875
SPC Financial Inc
Maryland
$2.65M +$512K +5,138 +24%
33 34
35
36 37