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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 %
FCMC
926
Founders Capital Management (Connecticut)
Connecticut
$2.38M – – –
FAM
927
Forte Asset Management
New York
$2.37M +$1.92M +19,301 +431%
Wealth Enhancement Advisory Services
928
Wealth Enhancement Advisory Services
Minnesota
$2.37M -$10.4M -104,455 -81%
ANTB
929
AMG National Trust Bank
Colorado
$2.36M +$299K +2,996 +14%
DIA
930
Dana Investment Advisors
Wisconsin
$2.35M -$576K -5,784 -20%
WP
931
WealthShield Partners
North Carolina
$2.35M -$476K -4,774 -17%
AWA
932
Amplius Wealth Advisors
Pennsylvania
$2.34M -$21.9K -220 -0.9%
MIA
933
Milestone Investment Advisors
Wisconsin
$2.34M -$290K -2,906 -11%
ACM
934
Armbruster Capital Management
New York
$2.33M -$7.97K -80 -0.3%
EI
935
Ellevest Inc
New York
$2.33M +$70.8K +710 +3%
MOACM
936
Mutual of America Capital Management
New York
$2.31M -$1.51M -15,160 -40%
WIM
937
Westside Investment Management
California
$2.3M +$76.7K +770 +3%
GFG
938
Goldstone Financial Group
Illinois
$2.28M +$208K +2,092 +10%
CCA
939
Cora Capital Advisors
New Jersey
$2.28M -$747K -7,493 -25%
EPWM
940
Essex Private Wealth Management
Massachusetts
$2.28M -$18.5K -186 -0.8%
SWM
941
Soundmark Wealth Management
Washington
$2.28M +$15.7K +158 +0.7%
CWM
942
Castle Wealth Management
Florida
$2.28M +$186K +1,862 +9%
PCM
943
Pennsylvania Capital Management
Pennsylvania
$2.27M +$324K +3,256 +17%
SCM
944
SOL Capital Management
Maryland
$2.27M +$59.8K +600 +3%
TP
945
Tranquility Partners
Tennessee
$2.26M +$40K +401 +2%
V
946
VeraBank
Texas
$2.26M -$108K -1,085 -5%
BSAM
947
Blue Square Asset Management
New York
$2.24M +$2.24M +22,496 New
BCG
948
Breakwater Capital Group
New Jersey
$2.23M -$602K -6,044 -21%
SPI
949
Santori & Peters Inc
Pennsylvania
$2.22M -$3.89K -39 -0.2%
CFB
950
Cullen/Frost Bankers
Texas
$2.22M -$337K -3,377 -13%
36 37
38
39 40