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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 %
BWA
1001
BlueSky Wealth Advisors
North Carolina
$1.95M -$176K -1,764 -8%
PO
1002
Private Ocean
California
$1.94M +$27.9K +280 +1%
RWA
1003
Roberts Wealth Advisors
California
$1.94M +$9.97K +100 +0.5%
BC
1004
Brio Consultants
California
$1.94M -$137K -1,370 -7%
PGF
1005
Plan Group Financial
Oklahoma
$1.92M +$1.92M +19,308 New
WKSWA
1006
White Knight Strategic Wealth Advisors
New Jersey
$1.92M +$53.8K +540 +3%
GEA
1007
Glen Eagle Advisors
New Jersey
$1.92M -$135K -1,350 -7%
KBFS
1008
Kohmann Bosshard Financial Services
Ohio
$1.9M +$175K +1,755 +10%
FPTW
1009
Franklin, Parlapiano, Turner & Welch
Texas
$1.9M +$4.29K +43 +0.2%
BIM
1010
Baldwin Investment Management
Pennsylvania
$1.89M +$29.9K +300 +2%
RFO
1011
RiverGlades Family Offices
Florida
$1.89M -$12.8K -128 -0.7%
LFAS
1012
Level Four Advisory Services
Texas
$1.88M +$123K +1,233 +7%
CAL
1013
Capital Advisors Ltd
Ohio
$1.88M +$49.6K +498 +3%
CAWM
1014
Capital Advisors Wealth Management
Washington
$1.87M +$161K +1,619 +9%
CF
1015
Centaurus Financial
California
$1.87M -$2.1M -21,077 -53%
AGP
1016
Autumn Glory Partners
Texas
$1.87M -$46.1K -463 -2%
CWA
1017
CM Wealth Advisors
Ohio
$1.87M -$746K -7,155 -29%
CPRC
1018
Consolidated Portfolio Review Corp
New York
$1.86M -$74.3K -746 -4%
BHBT
1019
Burke & Herbert Bank & Trust
Virginia
$1.86M -$19.2K -193 -1%
RCG
1020
Regatta Capital Group
California
$1.86M -$171K -1,715 -8%
OP
1021
ORG Partners
Indiana
$1.86M +$110K +1,095 +6%
TFGT
1022
TS Financial Group (TSFG)
Illinois
$1.85M +$46.6K +468 +3%
ACM
1023
Ategra Capital Management
Virginia
$1.85M +$999K +10,022 +117%
PB
1024
Pinnacle Bancorp
Nebraska
$1.85M +$32.5K +326 +2%
TW
1025
TrinityPoint Wealth
Connecticut
$1.85M +$127K +1,273 +7%
39 40
41
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