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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 %
DWA
1051
Dougherty Wealth Advisers
Minnesota
$1.71M – – –
WGCA
1052
Wolf Group Capital Advisors
Virginia
$1.7M +$171K +1,835 +11%
JWS
1053
Juncture Wealth Strategies
Arizona
$1.7M +$454K +4,556 +36%
MTIC
1054
Missouri Trust & Investment Company
Missouri
$1.7M +$166K +1,666 +11%
ADL
1055
Asset Dedication LLC
California
$1.69M -$1.09K -11 -0.1%
WFA
1056
Wellspring Financial Advisors
Ohio
$1.69M -$650 -132 -0%
OWP
1057
Obermeyer Wealth Partners
Colorado
$1.69M +$10.4K +104 +0.6%
Capital Fund Management (CFM)
1058
Capital Fund Management (CFM)
France
$1.69M +$1.69M +16,961 New
WCA
1059
Waypoint Capital Advisors
Minnesota
$1.69M -$19.4K -195 -1%
IAS
1060
Investment Advisory Services
Texas
$1.68M +$296K +2,967 +21%
ACP
1061
Aveo Capital Partners
Colorado
$1.68M -$5.58K -56 -0.3%
PPP
1062
Private Portfolio Partners
New Jersey
$1.68M +$83K +833 +5%
W
1063
WealthOne
New York
$1.68M -$20.8K -209 -1%
TI
1064
Trexquant Investment
Connecticut
$1.67M +$1.67M +16,808 New
PIM
1065
Penobscot Investment Management
Massachusetts
$1.67M +$4.98K +50 +0.3%
PFG
1066
PAX Financial Group
Texas
$1.67M +$146K +1,461 +10%
CA
1067
Crewe Advisors
Utah
$1.67M -$52.3K -525 -3%
GFS
1068
GYL Financial Synergies
Connecticut
$1.66M -$679K -6,815 -29%
PPWM
1069
Paragon Private Wealth Management
Kentucky
$1.66M +$439K +4,406 +36%
NRI
1070
NFP Retirement Inc
California
$1.66M -$3.59K -36 -0.2%
AIP
1071
Almanack Investment Partners
Pennsylvania
$1.65M -$297K -2,976 -15%
SC
1072
Steph & Co
Wisconsin
$1.65M -$7.77K -78 -0.5%
HT
1073
Headlands Technologies
Illinois
$1.64M +$1.21M +12,109 +276%
ESB
1074
Essex Savings Bank
Connecticut
$1.64M +$70.1K +703 +4%
SFM
1075
Signet Financial Management
New Jersey
$1.64M -$12.4K -124 -0.7%
41 42
43
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