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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 %
TAM
876
Titleist Asset Management
Texas
$2.65M -$157K -1,575 -6%
BFA
877
Bluestem Financial Advisors
Illinois
$2.64M -$75.2K -755 -3%
MAS
878
Meeder Advisory Services
Ohio
$2.63M +$52.8K +530 +2%
IF
879
Intrua Financial
Texas
$2.62M -$88.4K -887 -3%
SPFA
880
Summit Place Financial Advisors
New Jersey
$2.62M +$617K +6,196 +31%
BDF
881
Black Diamond Financial
Maryland
$2.61M -$6.38K -64 -0.2%
UF
882
Univest Financial
Pennsylvania
$2.61M -$191K -1,919 -7%
KFGK
883
Keystone Financial Group (Kentucky)
Kentucky
$2.6M +$2.6M +26,086 New
SAA
884
Southeast Asset Advisors
Georgia
$2.58M -$248K -2,485 -9%
CTA
885
Colonial Trust Advisors
South Carolina
$2.58M +$150K +1,503 +6%
BMCM
886
Bryn Mawr Capital Management
Pennsylvania
$2.56M -$398K -3,997 -13%
OCM
887
Orion Capital Management
California
$2.56M -$169K -1,693 -6%
Koshinski Asset Management
888
Koshinski Asset Management
Illinois
$2.55M -$1.2M -12,011 -32%
ASW
889
Astoria Strategic Wealth
Texas
$2.55M +$326K +3,270 +15%
MA
890
Mangham Associates
Virginia
$2.54M +$277K +2,780 +12%
WA
891
Wealth Alliance
New York
$2.54M -$50.7K -509 -2%
SAG
892
SageView Advisory Group
California
$2.54M +$788K +7,904 +45%
SC
893
Sepio Capital
Utah
$2.54M -$47.8K -480 -2%
CFS
894
CRA Financial Services
New Jersey
$2.53M -$14.1K -141 -0.6%
KCM
895
Kanawha Capital Management
Virginia
$2.53M +$79.5K +798 +3%
PAM
896
Palisade Asset Management
Minnesota
$2.53M +$342K +3,434 +16%
OCM
897
Objective Capital Management
Ohio
$2.5M -$22.1K -222 -0.9%
CIAS
898
CFS Investment Advisory Services
New Jersey
$2.5M +$210K +2,104 +9%
TFS
899
Thoroughbred Financial Services
Tennessee
$2.49M +$9.67K +97 +0.4%
JIP
900
Jaffetilchin Investment Partners
Florida
$2.49M -$8.67K -87 -0.3%
34 35
36
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