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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 %
BAM
926
Baldrige Asset Management
Pennsylvania
$2.33M +$39.8K +412 +2%
CST
927
Charles Schwab Trust
Nevada
$2.32M -$386K -3,996 -14%
V
928
ViaWealth
Kansas
$2.31M +$123K +1,275 +6%
FCMC
929
Founders Capital Management (Connecticut)
Connecticut
$2.31M – – –
CWA
930
CM Wealth Advisors
Ohio
$2.3M +$665K +7,246 +41%
V
931
VeraBank
Texas
$2.3M -$8.22K -85 -0.4%
AWA
932
Amplius Wealth Advisors
Pennsylvania
$2.3M +$127K +1,314 +6%
ST
933
Sabal Trust
Florida
$2.29M -$7.74K -80 -0.3%
HGWM
934
Horst & Graben Wealth Management
Oregon
$2.28M -$2.76M -28,491 -55%
AMM
935
American Money Management
California
$2.28M +$66.2K +685 +3%
ACM
936
Armbruster Capital Management
New York
$2.27M -$147K -1,516 -6%
GFS
937
GYL Financial Synergies
Connecticut
$2.27M -$3.16M -32,663 -58%
CAM
938
Campion Asset Management
Virginia
$2.26M +$110K +1,140 +5%
RMDI
939
R.M. Davis Inc
Maine
$2.25M -$5.13K -53 -0.2%
SL
940
SWMG LLC
Texas
$2.24M -$2.24M -23,204 -50%
EPWM
941
Essex Private Wealth Management
Massachusetts
$2.23M -$89K -920 -4%
LWM
942
Lionsbridge Wealth Management
Florida
$2.23M +$649K +6,707 +41%
CCM
943
Colorado Capital Management
Colorado
$2.23M -$9.67K -100 -0.4%
CIAS
944
CFS Investment Advisory Services
New Jersey
$2.22M +$2.22M +22,995 New
Mackenzie Financial
945
Mackenzie Financial
Ontario, Canada
$2.21M +$171K +1,765 +8%
RF
946
Rollins Financial
Georgia
$2.2M +$140K +1,448 +7%
CA
947
Continuum Advisory
Idaho
$2.2M -$1.44M -14,924 -40%
MA
948
Mangham Associates
Virginia
$2.2M +$1.01M +10,471 +85%
KAH
949
Kathryn A. Hall
$2.2M – – –
SWM
950
Soundmark Wealth Management
Washington
$2.2M +$7.25K +75 +0.3%
36 37
38
39 40