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iShares Core S&P Small-Cap ETF
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Overview Fund Activity

2,107 hedge funds and large institutions have $45.5B invested in iShares Core S&P Small-Cap ETF in 2023 Q1 according to their latest regulatory filings, with 125 funds opening new positions, 887 increasing their positions, 879 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,107
Holders Change
-20
Holders Change %
-0.94%
% of All Funds
33.73%
Holding in Top 10
338
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-3.43%
% of All Funds
5.41%
New
125
Increased
887
Reduced
879
Closed
99
Calls
$37.8M
Puts
$28.1M
Net Calls
+$9.67M
Net Calls Change
-$7.18M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$911M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$2.76B
3
US Bancorp
3
US Bancorp
Minnesota
$844M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$1.47B
5
RJA
5
Raymond James & Associates
Florida
$845M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$255M
2
CAM
2
Cresset Asset Management
Illinois
$178M
3
CCMG
3
Clark Capital Management Group
Pennsylvania
$352K
4
HI
4
Horizon Investments
North Carolina
$43.8M
5
BlackRock
5
BlackRock
New York
$768M
Name Holding Trade Value Shares
Change 		Shares
Change %
FBFS
101
First Business Financial Services
Wisconsin
$54M +$842K +8,709 +2%
AWM
102
AE Wealth Management
Kansas
$53.8M +$3.59M +37,166 +7%
SLT
103
St Louis Trust
Missouri
$53.7M -$14.7K -152 -0%
BCI
104
Brinker Capital Investments
Pennsylvania
$53M +$4.82M +49,894 +10%
OPS
105
Orion Portfolio Solutions
Nebraska
$53M +$44.5M +460,560 +524%
Brown Advisory
106
Brown Advisory
Maryland
$52.5M +$1.55M +16,036 +3%
MAWA
107
Moss Adams Wealth Advisors
Washington
$52.1M +$12.2M +125,788 +30%
GT
108
Glenview Trust
Kentucky
$50.4M +$1.79M +18,514 +4%
OAM
109
Oppenheimer Asset Management
New York
$49.8M +$530K +5,480 +1%
BF
110
BOK Financial
Oklahoma
$48.8M -$1.13M -11,702 -2%
GIM
111
Goelzer Investment Management
Indiana
$48.4M +$271K +2,803 +0.6%
JSW
112
Journey Strategic Wealth
New Jersey
$47.9M -$105K -1,086 -0.2%
BCM
113
Becker Capital Management
Oregon
$47.8M +$47.8M +494,115 New
CG
114
Colony Group
Massachusetts
$47.1M -$2.42M -25,063 -5%
ODIJL
115
One Day In July LLC
Vermont
$47.1M +$2.89M +29,848 +7%
MWM
116
Modera Wealth Management
New Jersey
$47M +$43.6M +450,836 +1,281%
FSC
117
Full Sail Capital
Oklahoma
$46.9M +$968K +10,010 +2%
PAG
118
Private Advisor Group
New Jersey
$45.8M +$370K +3,824 +0.8%
Mercer Global Advisors
119
Mercer Global Advisors
Colorado
$45.6M -$9.06M -93,792 -17%
Citigroup
120
Citigroup
New York
$45.6M +$4.88M +50,432 +12%
Bank of Nova Scotia
121
Bank of Nova Scotia
Ontario, Canada
$45.5M -$102K -1,055 -0.2%
AF
122
Allworth Financial
California
$45.3M +$9.38M +96,969 +26%
VFA
123
Voya Financial Advisors
Connecticut
$45.1M -$1.09M -11,469 -2%
HI
124
Horizon Investments
North Carolina
$43.8M -$116M -1,203,964 -73%
FDCDDQ
125
Federation des caisses Desjardins du Quebec
Quebec, Canada
$43.7M +$8.92M +92,247 +26%
3 4
5
6 7