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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 %
CC
1151
Cadinha & Co
Hawaii
$1.31M -$21.4K -215 -2%
EIA
1152
Eldridge Investment Advisors
New Hampshire
$1.31M -$17.7K -178 -1%
LFG
1153
Leverty Financial Group
Wisconsin
$1.3M -$6.78K -68 -0.5%
CW
1154
CreativeOne Wealth
Kansas
$1.3M +$173K +1,734 +15%
AWS
1155
AJ Wealth Strategies
New York
$1.3M – – –
GPI
1156
General Partner Inc
Pennsylvania
$1.29M – – –
KC
1157
Kingfisher Capital
North Carolina
$1.29M -$112K -1,123 -8%
SFP
1158
Sterling Financial Planning
New Jersey
$1.29M -$220K -2,211 -15%
WC
1159
Woodstock Corp
Massachusetts
$1.29M +$29.6K +297 +2%
WA
1160
WP Advisors
California
$1.28M +$4.48K +45 +0.4%
CGPCS
1161
Capital Group Private Client Services
California
$1.28M +$103K +1,036 +9%
ONST
1162
Old North State Trust
North Carolina
$1.28M -$25.1K -252 -2%
SM
1163
Sensible Money
Arizona
$1.28M +$9.57K +96 +0.8%
AFS
1164
Annapolis Financial Services
Maryland
$1.28M -$23.6K -237 -2%
SCA
1165
STALEY CAPITAL ADVISERS
Pennsylvania
$1.28M – – –
SFG
1166
Sowa Financial Group
Rhode Island
$1.28M +$13K +130 +1%
FCP
1167
Fidelis Capital Partners
Florida
$1.27M -$409K -4,103 -24%
FHC
1168
First Heartland Consultants
Missouri
$1.27M -$6.78K -68 -0.5%
FCA
1169
FLC Capital Advisors
California
$1.27M -$105K -1,052 -8%
SIAS
1170
Summit Investment Advisory Services
Minnesota
$1.26M +$1.4K +14 +0.1%
BWCS
1171
Beirne Wealth Consulting Services
Connecticut
$1.25M +$703K +7,050 +130%
RWM
1172
Rockwood Wealth Management
Pennsylvania
$1.24M +$601K +6,035 +94%
MIC
1173
Meridian Investment Counsel
California
$1.24M – – –
NCM
1174
Nelson Capital Management
California
$1.24M +$23.5K +236 +2%
HIA
1175
Harbor Investment Advisory
Maryland
$1.23M -$72.6K -729 -6%
45 46
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