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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 %
BWA
976
BlueSky Wealth Advisors
North Carolina
$2.06M -$63K -652 -3%
SF
977
Summit Financial
New Jersey
$2.05M +$131K +1,359 +7%
SA
978
Scarborough Advisors
Maryland
$2.04M -$2.15M -22,270 -51%
FA
979
Faithward Advisors
Pennsylvania
$2.03M -$134K -1,460 -6%
CWM
980
Castle Wealth Management
Florida
$2.03M -$3.77M -39,028 -65%
CD
981
Chapin Davis
Maryland
$2.02M -$107K -1,109 -5%
GFG
982
Goldstone Financial Group
Illinois
$2.01M +$2.01M +20,837 New
MAWCM
983
Mine & Arao Wealth Creation & Management
California
$2.01M -$11.9K -123 -0.6%
BC
984
Brio Consultants
California
$2.01M -$284K -2,936 -12%
TVAMP
985
Tennessee Valley Asset Management Partners
Tennessee
$2.01M -$61.2K -633 -3%
AWM
986
Alterna Wealth Management
Texas
$2M -$996K -10,305 -33%
ANTB
987
AMG National Trust Bank
Colorado
$2M -$5.51K -57 -0.3%
GEA
988
Glen Eagle Advisors
New Jersey
$2M -$11.3K -117 -0.6%
MFS
989
McNamara Financial Services
Massachusetts
$1.99M +$253K +2,619 +15%
TFCP
990
Twin Focus Capital Partners
Massachusetts
$1.99M +$8.03K +83 +0.4%
EPM
991
Elm Partners Management
Pennsylvania
$1.98M -$89.4K -925 -4%
Neuberger Berman Group
992
Neuberger Berman Group
New York
$1.97M -$1.16M -12,010 -37%
LNWWM
993
Laird Norton Wetherby Wealth Management
California
$1.97M -$61.6K -637 -3%
CWM
994
Compass Wealth Management
Connecticut
$1.96M -$23.8K -246 -1%
T
995
TNF
Montana
$1.96M -$1.79M -19,087 -48%
RFN
996
RDA Financial Network
Iowa
$1.96M -$31.8K -329 -2%
BWM
997
Baystate Wealth Management
Massachusetts
$1.95M +$20.9K +216 +1%
TA
998
Townsend & Associates
Colorado
$1.95M +$270K +2,876 +16%
SPFA
999
Summit Place Financial Advisors
New Jersey
$1.94M +$175K +1,810 +10%
VP
1000
Verum Partners
North Carolina
$1.94M +$41.1K +425 +2%
38 39
40
41 42