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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 %
Public Sector Pension Investment Board (PSP Investments)
1126
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.41M -$29M -291,279 -95%
RIA
1127
Realta Investment Advisors
Delaware
$1.41M -$52.1K -523 -4%
PFA
1128
Pinnacle Family Advisors
Missouri
$1.41M +$1.41M +14,129 New
FWM
1129
Forza Wealth Management
Florida
$1.4M – – –
OW
1130
Olistico Wealth
Oklahoma
$1.39M -$579K -5,810 -29%
QPWM
1131
Quadrant Private Wealth Management
Pennsylvania
$1.39M -$5.08K -51 -0.4%
MSAM
1132
Moloney Securities Asset Management
Missouri
$1.39M +$40.4K +405 +3%
CT
1133
Colonial Trust
South Carolina
$1.39M -$309K -3,098 -18%
LL
1134
LWMG LLC
Minnesota
$1.38M -$105K -1,054 -7%
NWMG
1135
National Wealth Management Group
Ohio
$1.37M +$454K +4,401 +49%
VWA
1136
V Wealth Advisors
Kansas
$1.37M -$6.98K -70 -0.5%
TTWM
1137
TCV Trust & Wealth Management
Virginia
$1.37M +$61.4K +616 +5%
PAM
1138
Peak Asset Management
Colorado
$1.37M -$48.2K -484 -3%
JIC
1139
Joel Isaacson & Co
New York
$1.36M +$190K +1,907 +16%
BB
1140
Busey Bank
Illinois
$1.35M +$12.6K +126 +0.9%
CP
1141
Capital Planning
Washington
$1.35M +$148K +1,487 +12%
BO
1142
Bank OZK
Arkansas
$1.34M +$125K +1,259 +10%
ATWA
1143
Arbor Trust Wealth Advisors
Michigan
$1.34M -$5.48K -55 -0.4%
GWA
1144
GGM Wealth Advisors
Maryland
$1.34M +$61.3K +609 +5%
VWA
1145
Visionary Wealth Advisors
Illinois
$1.34M +$225K +2,262 +20%
FIA
1146
Foundations Investment Advisors
Arizona
$1.33M -$7.03M -70,599 -84%
SCA
1147
St. Clair Advisors
Ohio
$1.33M +$157K +1,572 +13%
DWM
1148
Drive Wealth Management
Utah
$1.32M +$923K +9,264 +233%
PWA
1149
Pillar Wealth Advisors
Pennsylvania
$1.32M +$607K +6,092 +85%
PW
1150
Peninsula Wealth
California
$1.31M +$3.39K +34 +0.3%
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