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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 %
QCIG
901
Quad-Cities Investment Group
Iowa
$2.49M +$69.2K +694 +3%
MHS
902
M Holdings Securities
Oregon
$2.48M -$12M -120,572 -83%
GSWM
903
Greenup Street Wealth Management
Michigan
$2.47M +$1.71M +17,205 +226%
CPIA
904
Cornell Pochily Investment Advisors
New York
$2.47M +$15K +151 +0.6%
PIWA
905
Prevail Innovative Wealth Advisors
Kansas
$2.45M +$2.45M +24,563 New
GS
906
GTS Securities
New York
$2.45M +$2.45M +24,548 New
CPC
907
Congress Park Capital
New York
$2.44M -$26.2K -263 -1%
WA
908
Waverly Advisors
Alabama
$2.44M +$608K +6,104 +33%
AMM
909
American Money Management
California
$2.44M +$87.3K +876 +4%
BWAM
910
Boyd Watterson Asset Management
Ohio
$2.43M – – –
IDA
911
Intelligence Driven Advisers
California
$2.42M -$1.69M -17,303 -41%
CAM
912
Campion Asset Management
Virginia
$2.42M +$92.2K +925 +4%
MFS
913
McNamara Financial Services
Massachusetts
$2.42M +$344K +3,420 +17%
AG
914
Ascent Group
Virginia
$2.41M -$368K -3,561 -13%
AC
915
Abbrea Capital
California
$2.41M -$2.49K -25 -0.1%
JFGIW
916
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.41M +$834K +8,365 +53%
PIA
917
Perennial Investment Advisors
California
$2.4M -$73.1K -734 -3%
DE
918
Day & Ennis
Georgia
$2.4M -$1.32M -13,226 -35%
V
919
ViaWealth
Kansas
$2.39M +$10.8K +108 +0.5%
IAA
920
Independent Advisor Alliance
North Carolina
$2.39M +$1.08M +10,801 +82%
FPAS
921
Focus Partners Advisor Solutions
Missouri
$2.39M +$532K +5,334 +29%
ST
922
Sabal Trust
Florida
$2.39M +$28.2K +283 +1%
RWP
923
Revolve Wealth Partners
New Jersey
$2.39M -$509K -5,108 -18%
EA
924
Emerald Advisors
Washington
$2.38M +$148K +1,481 +7%
MPPLM
925
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$2.38M -$3.56M -35,717 -60%
35 36
37
38 39