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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 %
RFA
1226
Resurgent Financial Advisors
Georgia
$1.1M +$497K +4,988 +83%
TAM
1227
Townsend Asset Management
North Carolina
$1.09M -$19.8K -199 -2%
PAMG
1228
Patton Albertson Miller Group
Tennessee
$1.09M -$1.53M -15,324 -58%
GDP
1229
Great Diamond Partners
Maine
$1.09M -$219K -2,194 -17%
LFA
1230
Legacy Financial Advisors
Kentucky
$1.08M +$160K +1,601 +17%
CPA
1231
Capital Planning Advisors
California
$1.08M -$1.98M -19,874 -65%
ICP
1232
Interchange Capital Partners
Pennsylvania
$1.08M -$337K -3,378 -24%
BTI
1233
Blue Trust Inc
Georgia
$1.08M -$4.39M -45,414 -80%
FFA
1234
First Foundation Advisors
California
$1.08M -$84.1K -844 -7%
EWA
1235
Evolution Wealth Advisors
Florida
$1.08M – – –
JIR
1236
James Investment Research
Ohio
$1.08M +$780K +7,829 +263%
MCM
1237
Maple Capital Management
Vermont
$1.07M +$118K +1,181 +12%
CCM
1238
Coldstream Capital Management
Washington
$1.07M -$148K -1,485 -12%
CHA
1239
Carmichael Hill & Associates
Maryland
$1.07M -$10.2K -102 -0.9%
GIA
1240
Goodwin Investment Advisory
Georgia
$1.07M -$16.6K -167 -2%
RT
1241
Rockland Trust
Massachusetts
$1.06M -$55K -552 -5%
Deutsche Bank
1242
Deutsche Bank
Germany
$1.06M -$26.9K -270 -2%
JWBC
1243
J.W. Burns & Co
New York
$1.06M +$126K +1,270 +14%
SFG
1244
StrategIQ Financial Group
Indiana
$1.06M +$26.8K +269 +3%
BA
1245
Ballast Advisors
Minnesota
$1.06M -$68.9K -691 -6%
C1AG
1246
Client 1st Advisory Group
Florida
$1.05M -$279K -2,802 -21%
BFA
1247
Beacon Financial Advisory
Ohio
$1.05M -$57.7K -579 -5%
KW
1248
KWB Wealth
California
$1.05M -$512K -5,139 -33%
WHG
1249
Westwood Holdings Group
Texas
$1.05M +$85.2K +855 +9%
MWM
1250
Maltin Wealth Management
New Jersey
$1.05M +$9.97K +100 +1%
48 49
50
51 52