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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 %
NCM
976
Narwhal Capital Management
Georgia
$2.07M +$174K +1,743 +9%
CD
977
Chapin Davis
Maryland
$2.07M -$12.2K -122 -0.6%
WPC
978
Wedmont Private Capital
Pennsylvania
$2.07M +$231K +2,282 +13%
TVAMP
979
Tennessee Valley Asset Management Partners
Tennessee
$2.06M -$8.67K -87 -0.4%
MAWCM
980
Mine & Arao Wealth Creation & Management
California
$2.06M -$15.8K -159 -0.8%
TIA
981
Tiemann Investment Advisors
California
$2.06M +$178K +1,785 +9%
1IA
982
1834 Investment Advisors
Wisconsin
$2.05M -$1.13M -11,371 -36%
SHFP
983
Second Half Financial Partners
Florida
$2.05M +$2.05M +20,564 New
CIR
984
Clear Investment Research
Georgia
$2.04M +$112K +1,124 +6%
AIA
985
Alera Investment Advisors
Illinois
$2.03M +$224K +2,247 +12%
PCA
986
Providence Capital Advisors
North Carolina
$2.02M +$319K +3,205 +19%
BFA
987
Beaumont Financial Advisors
Massachusetts
$2.02M +$303K +3,039 +18%
SF
988
Summit Financial
New Jersey
$2M -$113K -1,134 -5%
T
989
TNF
Montana
$2M -$80.3K -806 -4%
CWM
990
Compass Wealth Management
Connecticut
$2M -$23.1K -232 -1%
PWPS
991
Pinnacle Wealth Planning Services
Ohio
$2M +$131K +1,313 +7%
WAM
992
Weiss Asset Management
Massachusetts
$1.99M +$1.99M +20,000 New
MCA
993
Magnolia Capital Advisors
Mississippi
$1.99M +$41.7K +418 +2%
RWA
994
River Wealth Advisors
Pennsylvania
$1.98M -$4.29K -43 -0.2%
AO
995
Advisor OS
Illinois
$1.98M +$3.59K +36 +0.2%
WIP
996
WealthCare Investment Partners
Rhode Island
$1.98M +$49.1K +497 +3%
PCP
997
Proficio Capital Partners
Massachusetts
$1.98M +$1.98M +19,827 New
RFN
998
RDA Financial Network
Iowa
$1.98M -$43.3K -435 -2%
Neuberger Berman Group
999
Neuberger Berman Group
New York
$1.97M -$67.5K -677 -3%
AFO
1000
Arrowroot Family Office
California
$1.96M -$169K -1,698 -8%
38 39
40
41 42