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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 %
WP
876
WealthShield Partners
North Carolina
$2.74M -$841K -8,697 -24%
FNBOSM
877
First National Bank of South Miami
Florida
$2.73M -$786K -8,127 -22%
TAM
878
Titleist Asset Management
Texas
$2.72M +$2.72M +28,120 New
VCM
879
Viewpoint Capital Management
Washington
$2.72M – – –
UF
880
Univest Financial
Pennsylvania
$2.71M -$84.9K -878 -3%
CCFM
881
Clear Creek Financial Management
Washington
$2.7M +$1.03M +10,664 +62%
SIC
882
Sterling Investment Counsel
New York
$2.68M +$2.2M +22,765 +456%
MAS
883
Madden Advisory Services
Florida
$2.68M +$8.9K +92 +0.3%
DT
884
Diversified Trust
Tennessee
$2.67M +$194K +2,007 +8%
EFM
885
Eley Financial Management
Vermont
$2.67M -$1.35K -14 -0.1%
SFP
886
Sweet Financial Partners
Minnesota
$2.66M +$426K +4,403 +19%
OCM
887
Orion Capital Management
California
$2.65M -$95.6K -989 -3%
BFA
888
Bluestem Financial Advisors
Illinois
$2.64M -$60.2K -623 -2%
CTFG
889
Capstone Triton Financial Group
Oklahoma
$2.63M -$69.1K -715 -3%
CSPIA
890
Cary Street Partners Investment Advisory
Virginia
$2.62M +$91.6K +947 +4%
NWA
891
Navis Wealth Advisors
New York
$2.62M +$53.1K +549 +2%
AG
892
Ascent Group
Virginia
$2.61M -$828K -8,562 -24%
CFO
893
Callan Family Office
Pennsylvania
$2.6M +$583K +6,032 +29%
HPWM
894
High Pines Wealth Management
Massachusetts
$2.59M +$18.4K +190 +0.7%
WWM
895
Wiser Wealth Management
Georgia
$2.59M -$212K -2,189 -8%
BFO
896
Biltmore Family Office
North Carolina
$2.59M +$12.8K +132 +0.5%
RFG
897
RFP Financial Group
Georgia
$2.57M -$22.3K -231 -0.9%
MIA
898
Milestone Investment Advisors
Wisconsin
$2.55M +$44.3K +458 +2%
PAMG
899
Patton Albertson Miller Group
Tennessee
$2.54M -$1.05M -10,883 -29%
GPA
900
Garrison Point Advisors
California
$2.54M +$246K +2,547 +11%
34 35
36
37 38