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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 %
BDF
901
Black Diamond Financial
Maryland
$2.53M -$11.8K -122 -0.5%
TWA
902
TPB Wealth Advisors
Texas
$2.52M -$408K -4,217 -14%
VIA
903
Vickerman Investment Advisors
Washington
$2.52M +$1.39M +14,364 +123%
CHJWM
904
Carlton Hofferkamp & Jenks Wealth Management
Texas
$2.52M -$72.8K -785 -3%
WA
905
Wealth Alliance
New York
$2.51M -$1.45M -14,965 -37%
SC
906
Sepio Capital
Utah
$2.51M +$65.9K +681 +3%
MAS
907
Meeder Advisory Services
Ohio
$2.5M -$548K -5,665 -18%
IF
908
Intrua Financial
Texas
$2.5M -$267K -2,913 -10%
CFB
909
Cullen/Frost Bankers
Texas
$2.48M +$54.8K +567 +2%
CFS
910
CRA Financial Services
New Jersey
$2.47M +$12.5K +129 +0.5%
CWM
911
Cornerstone Wealth Management
Missouri
$2.46M +$2.46M +25,419 New
OCM
912
Objective Capital Management
Ohio
$2.45M -$35K -362 -1%
JIP
913
Jaffetilchin Investment Partners
Florida
$2.43M -$117K -1,208 -5%
TFS
914
Thoroughbred Financial Services
Tennessee
$2.41M +$86.9K +899 +4%
PIA
915
Perennial Investment Advisors
California
$2.4M -$115K -1,194 -5%
CPC
916
Congress Park Capital
New York
$2.4M +$392K +4,055 +20%
CPIA
917
Cornell Pochily Investment Advisors
New York
$2.39M -$204K -2,105 -8%
KCM
918
Kanawha Capital Management
Virginia
$2.38M +$54.7K +566 +2%
KL
919
KWMG LLC
Kansas
$2.38M -$199K -2,062 -8%
WMS
920
Wealth Management Solutions
Pennsylvania
$2.37M -$181K -1,871 -7%
CTA
921
Colonial Trust Advisors
South Carolina
$2.36M +$1.77M +18,264 +297%
BWAM
922
Boyd Watterson Asset Management
Ohio
$2.35M – – –
TFG
923
Tilson Financial Group
New Jersey
$2.35M -$47.5K -491 -2%
QCIG
924
Quad-Cities Investment Group
Iowa
$2.35M +$77.6K +802 +3%
AC
925
Abbrea Capital
California
$2.34M -$74.5K -770 -3%
35 36
37
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