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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 %
EI
951
Ellevest Inc
New York
$2.19M +$46.1K +477 +2%
EA
952
Emerald Advisors
Washington
$2.17M -$191K -1,979 -8%
SPI
953
Santori & Peters Inc
Pennsylvania
$2.16M -$17.8K -184 -0.8%
ASW
954
Astoria Strategic Wealth
Texas
$2.16M +$231K +2,389 +12%
WIM
955
Westside Investment Management
California
$2.16M +$81.7K +845 +4%
TP
956
Tranquility Partners
Tennessee
$2.16M +$42.2K +436 +2%
SCM
957
SOL Capital Management
Maryland
$2.15M +$53.9K +557 +3%
CT
958
Coastline Trust
Rhode Island
$2.14M -$96.3K -996 -4%
AL
959
Aspiriant LLC
California
$2.13M -$86.8K -898 -4%
AM
960
AGF Management
Ontario, Canada
$2.13M -$44.6K -461 -2%
MBTD
961
Mechanics Bank - Trust Department
California
$2.13M -$15.2K -157 -0.7%
USAA
962
United Services Automobile Association
Texas
$2.13M -$365K -3,775 -15%
PAM
963
Palisade Asset Management
Minnesota
$2.12M +$30.1K +311 +1%
STB
964
S&T Bank
Pennsylvania
$2.12M -$174K -1,795 -8%
IAIM
965
International Assets Investment Management
Florida
$2.11M -$577K -5,970 -21%
NEAM
966
New England Asset Management
Connecticut
$2.11M – – –
RhumbLine Advisers
967
RhumbLine Advisers
Massachusetts
$2.1M -$1.93M -19,982 -48%
9WM
968
9258 Wealth Management
Ohio
$2.1M +$4.93K +51 +0.2%
EAM
969
Evanson Asset Management
California
$2.09M +$1.16K +12 +0.1%
PWA
970
Peterson Wealth Advisors
Utah
$2.08M -$8.8K -91 -0.4%
CF
971
Corrigan Financial
Rhode Island
$2.07M +$104K +1,074 +5%
SFI
972
SPC Financial Inc
Maryland
$2.07M +$310K +3,209 +18%
AFO
973
Arrowroot Family Office
California
$2.07M +$2.07M +21,411 New
FVWA
974
Foster Victor Wealth Advisors
South Carolina
$2.07M -$9.43M -99,389 -82%
BFW
975
Brady Family Wealth
Missouri
$2.07M +$97 +1 +0%
37 38
39
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