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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
33.73%
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
1
Envestnet Asset Management
Illinois
$911M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$2.76B
3
US Bancorp
3
US Bancorp
Minnesota
$844M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$1.47B
5
RJA
5
Raymond James & Associates
Florida
$845M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$255M
2
CAM
2
Cresset Asset Management
Illinois
$178M
3
CCMG
3
Clark Capital Management Group
Pennsylvania
$352K
4
HI
4
Horizon Investments
North Carolina
$43.8M
5
BlackRock
5
BlackRock
New York
$768M
Name Holding Trade Value Shares
Change 		Shares
Change %
DWM
76
Destination Wealth Management
California
$73.2M +$340K +3,515 +0.5%
BBA
77
BLB&B Advisors
Pennsylvania
$73.2M +$137K +1,413 +0.2%
GT
78
Greenleaf Trust
Michigan
$73M +$903K +9,341 +1%
Corient Private Wealth
79
Corient Private Wealth
Florida
$71.7M +$14.9M +153,887 +26%
WT
80
Whittier Trust
California
$71.1M +$3.41M +35,229 +5%
MGIA
81
Moneta Group Investment Advisors
Missouri
$70.4M +$12.3M +126,795 +21%
AI
82
Accredited Investors
Minnesota
$70.4M +$1.57M +16,244 +2%
SPIA
83
Steward Partners Investment Advisory
New York
$70.2M +$4.02M +41,572 +6%
Bessemer Group
84
Bessemer Group
New Jersey
$69.1M +$7.72M +79,835 +13%
Cambridge Investment Research Advisors
85
Cambridge Investment Research Advisors
Iowa
$69M +$2.42M +25,032 +4%
VC
86
Vicus Capital
Pennsylvania
$67.5M -$6.1M -63,088 -8%
LI
87
LVZ Inc
Michigan
$66.4M -$1.12M -11,543 -2%
HI
88
Harbour Investments
Wisconsin
$64.1M +$3.28M +33,964 +5%
BIAS
89
Beacon Investment Advisory Services
New Jersey
$63.1M -$1.01M -10,493 -2%
SFA
90
Sequoia Financial Advisors
Ohio
$62.3M +$3.01M +31,098 +5%
TF
91
TIAA FSB
Florida
$61.4M +$4.27M +44,110 +7%
Cetera Investment Advisers
92
Cetera Investment Advisers
Illinois
$61.1M -$21.4M -220,978 -26%
CAPTRUST Financial Advisors
93
CAPTRUST Financial Advisors
North Carolina
$59M +$1.43M +14,875 +2%
VOYA Investment Management
94
VOYA Investment Management
Georgia
$57.7M +$12.4M +128,120 +27%
AssetMark Inc
95
AssetMark Inc
California
$57.2M +$910K +9,411 +2%
SSB
96
Sandy Spring Bank
Maryland
$57.1M +$762K +7,878 +1%
MAM
97
Madison Asset Management
Wisconsin
$56.3M -$7.16M -74,042 -11%
AAS
98
Avantax Advisory Services
Texas
$56.2M +$1.51M +15,597 +3%
SIC
99
Sigma Investment Counselors
Michigan
$56M -$4.08M -42,220 -7%
ST
100
Sageworth Trust
Pennsylvania
$54.1M +$8.05M +83,244 +17%
2 3
4
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