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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
33%
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
1
Northwestern Mutual Wealth Management
Wisconsin
$2.98B
2
CCMG
2
Clark Capital Management Group
Pennsylvania
$129M
3
AAS
3
Annex Advisory Services
Wisconsin
$115M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$1.61B
5
CAM
5
Cresset Asset Management
Illinois
$285M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1B
2
US Bancorp
2
US Bancorp
Minnesota
$516M
3
HNB
3
Huntington National Bank
Ohio
$237M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.33B
5
Wells Fargo
5
Wells Fargo
California
$1.68B
Name Holding Trade Value Shares
Change 		Shares
Change %
MGIA
76
Moneta Group Investment Advisors
Missouri
$80M +$7.48M +75,042 +10%
SWM
77
SigFig Wealth Management
California
$78.4M +$78.4M +787,087 New
CAN
78
Cetera Advisor Networks
California
$77.6M -$17.4M -174,176 -18%
GT
79
Greenleaf Trust
Michigan
$77.4M +$2.23M +22,347 +3%
DWM
80
Destination Wealth Management
California
$77.2M +$1.76M +17,667 +2%
Corient Private Wealth
81
Corient Private Wealth
Florida
$75.7M +$1.8M +18,088 +2%
JPMPWA
82
J.P. Morgan Private Wealth Advisors
California
$75.5M -$23.9M -239,956 -24%
CWM
83
Connecticut Wealth Management
Connecticut
$75.3M -$593K -5,946 -0.8%
AI
84
Accredited Investors
Minnesota
$74.2M +$1.65M +16,595 +2%
SPIA
85
Steward Partners Investment Advisory
New York
$72.9M +$563K +5,645 +0.8%
Bessemer Group
86
Bessemer Group
New Jersey
$71.7M +$479K +4,808 +0.7%
Cambridge Investment Research Advisors
87
Cambridge Investment Research Advisors
Iowa
$71.5M +$386K +3,878 +0.5%
MWM
88
Modera Wealth Management
New Jersey
$71.1M +$22.7M +227,884 +47%
LI
89
LVZ Inc
Michigan
$70.9M +$2.46M +24,681 +4%
SFA
90
Sequoia Financial Advisors
Ohio
$68.7M +$4.48M +44,981 +7%
WT
91
Whittier Trust
California
$67.3M -$5.99M -60,124 -8%
BIAS
92
Beacon Investment Advisory Services
New Jersey
$65.3M +$318K +3,196 +0.5%
Cetera Investment Advisers
93
Cetera Investment Advisers
Illinois
$64.7M +$1.76M +17,658 +3%
HI
94
Harbour Investments
Wisconsin
$64.3M -$1.76M -17,618 -3%
FNT
95
First National Trust
Pennsylvania
$64.1M +$55.2M +554,175 +619%
AF
96
Allworth Financial
California
$63.9M +$17.2M +172,417 +37%
TF
97
TIAA FSB
Florida
$63.6M +$272K +2,725 +0.4%
AAS
98
Avantax Advisory Services
Texas
$61.4M +$3.48M +34,888 +6%
ST
99
Sageworth Trust
Pennsylvania
$60.6M +$4.83M +48,455 +9%
CAPTRUST Financial Advisors
100
CAPTRUST Financial Advisors
North Carolina
$60.6M -$194K -1,954 -0.3%
2 3
4
5 6