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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 %
Vanguard Group
1101
Vanguard Group
Pennsylvania
$1.54M -$30.1K -302 -2%
CT
1102
Cambridge Trust
Massachusetts
$1.52M +$418K +4,190 +38%
CA
1103
Cambridge Advisors
Nebraska
$1.51M -$59.9K -601 -4%
RC
1104
Rovin Capital
Arizona
$1.51M -$10.3M -103,043 -87%
PGA
1105
Portland Global Advisors
Maine
$1.5M – – –
SFP
1106
Sweet Financial Partners
Minnesota
$1.5M -$1.25M -12,513 -45%
HIS
1107
Horizon Investment Services
Indiana
$1.5M -$26.1K -262 -2%
FCB
1108
First County Bank
Connecticut
$1.49M +$90.3K +906 +6%
IIC
1109
Integrated Investment Consultants
Michigan
$1.48M -$147K -1,479 -9%
DWMG
1110
DB Wealth Management Group
California
$1.48M +$150K +1,509 +11%
4WM
1111
4J Wealth Management
Virginia
$1.47M +$34.5K +346 +2%
TCWA
1112
Ten Capital Wealth Advisors
Washington
$1.47M -$27.9K -280 -2%
VCA
1113
Verdence Capital Advisors
Maryland
$1.46M -$17.2K -173 -1%
TWM
1114
Thrive Wealth Management
Pennsylvania
$1.46M -$8.9M -89,314 -86%
BG
1115
Benedetti & Gucer
Georgia
$1.46M -$51.7K -519 -3%
DWM
1116
Defined Wealth Management
Oregon
$1.46M -$1.45M -14,551 -50%
TCA
1117
Transcend Capital Advisors
New Jersey
$1.46M +$8.57K +86 +0.6%
SMWM
1118
Silvia McColl Wealth Management
California
$1.44M – – –
LFG
1119
Lockerman Financial Group
California
$1.43M +$44.6K +448 +3%
CRWM
1120
Castle Rock Wealth Management
California
$1.43M -$12K -121 -0.8%
SIA
1121
Schechter Investment Advisors
Michigan
$1.43M -$508K -5,099 -26%
HNWAG
1122
High Net Worth Advisory Group
Florida
$1.43M -$171K -1,715 -11%
EWP
1123
Engrave Wealth Partners
Texas
$1.43M -$2.69K -27 -0.2%
CCM
1124
Crew Capital Management
Ohio
$1.42M -$436K -4,379 -24%
KL
1125
KWMG LLC
Kansas
$1.41M -$1.04M -10,405 -42%
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