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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 %
KAH
1026
Kathryn A. Hall
$1.84M -$428K -4,300 -19%
PA
1027
PFG Advisors
Arizona
$1.83M +$50.8K +510 +3%
DPI
1028
Diversified Portfolios Inc
Michigan
$1.83M +$214K +2,151 +13%
API
1029
Advisor Partners II
California
$1.82M +$1.27M +12,710 +228%
CB
1030
Cadence Bank
Mississippi
$1.81M -$17.7K -178 -1%
VP
1031
Verum Partners
North Carolina
$1.81M -$188K -1,885 -9%
AFP
1032
Alpha Financial Partners
Kentucky
$1.81M -$189K -1,893 -9%
SFG
1033
Sunburst Financial Group
Alabama
$1.81M -$88.2K -885 -5%
BBWP
1034
Beacon Bridge Wealth Partners
Pennsylvania
$1.8M +$130K +1,303 +8%
GFP
1035
Gryphon Financial Partners
Ohio
$1.79M -$103K -1,038 -5%
PL
1036
Plancorp LLC
Missouri
$1.77M +$165K +1,657 +10%
H
1037
HoyleCohen
California
$1.77M +$1.77M +17,721 New
GPWA
1038
Great Point Wealth Advisors
Massachusetts
$1.76M +$16.6K +167 +1%
USAA
1039
United Services Automobile Association
Texas
$1.75M -$443K -4,442 -20%
RWA
1040
Rooted Wealth Advisors
Illinois
$1.75M +$1.75M +17,724 New
GWM
1041
GSB Wealth Management
Connecticut
$1.75M -$69.6K -698 -4%
WMS
1042
Wealth Management Solutions
Pennsylvania
$1.75M -$691K -6,936 -28%
SL
1043
Sentinus LLC
Illinois
$1.74M +$128K +1,286 +8%
ACM
1044
AUA Capital Management
Pennsylvania
$1.73M – – –
SWP
1045
Summit Wealth Partners
Florida
$1.73M +$16.9K +170 +1%
MOS
1046
MGO One Seven
Ohio
$1.73M -$8.15M -81,815 -83%
DWM
1047
Darwin Wealth Management
Florida
$1.72M +$164K +1,628 +11%
JWCA
1048
J.W. Coons Advisors
Ohio
$1.72M +$59.5K +597 +4%
FPCG
1049
Forum Private Client Group
Indiana
$1.71M -$79.9K -802 -4%
FFWA
1050
FRG Family Wealth Advisors
Washington
$1.71M -$59.3K -595 -3%
40 41
42
43 44