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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 %
CAAM
1076
Cornerstone Advisors Asset Management
Pennsylvania
$1.63M – – –
TFCP
1077
Twin Focus Capital Partners
Massachusetts
$1.63M -$415K -4,168 -20%
AF
1078
Advisornet Financial
Minnesota
$1.63M +$101K +1,012 +7%
PA
1079
Probity Advisors
Texas
$1.63M +$1.63M +16,354 New
TA
1080
TFG Advisers
Michigan
$1.62M -$2.69K -27 -0.2%
DFA
1081
Delta Financial Advisors
Louisiana
$1.6M +$100 +1 +0%
E
1082
ETFidea
New York
$1.6M +$43.5K +437 +3%
TFM
1083
TFC Financial Management
Massachusetts
$1.59M +$6.78K +68 +0.4%
JFG
1084
JMG Financial Group
Illinois
$1.59M – – –
LA
1085
Lane & Associates
New Jersey
$1.59M +$250K +2,512 +19%
LNWWM
1086
Laird Norton Wetherby Wealth Management
California
$1.58M -$443K -4,444 -22%
IC
1087
IEQ Capital
California
$1.58M +$18K +181 +1%
TPWA
1088
TRUE Private Wealth Advisors
Oregon
$1.58M -$14.3M -143,736 -90%
SFB
1089
STAR Financial Bank
Indiana
$1.58M +$148K +1,485 +10%
CT
1090
Coastline Trust
Rhode Island
$1.57M -$629K -6,311 -29%
CWA
1091
Continuum Wealth Advisors
New York
$1.57M +$174K +1,746 +12%
LC
1092
Lavaca Capital
Texas
$1.57M +$5.28K +53 +0.3%
ECA
1093
Elevated Capital Advisors
Utah
$1.57M +$74.2K +745 +5%
ZF
1094
Zhang Financial
Michigan
$1.56M – – –
JGC
1095
J. Goldman & Co
New York
$1.55M +$1.55M +15,591 New
GA
1096
Goldstein Advisors
Wisconsin
$1.55M +$275K +2,764 +22%
RWMG
1097
Redwood Wealth Management Group
New Jersey
$1.55M – – –
MMA
1098
Miracle Mile Advisors
California
$1.55M +$432K +4,336 +39%
CPSC
1099
Carl P. Sherr & Co
Massachusetts
$1.55M +$1.23M +12,320 +385%
HCA
1100
Harbour Capital Advisors
Virginia
$1.55M +$62.7K +625 +4%
42 43
44
45 46