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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 %
SIC
1251
Samalin Investment Counsel
New York
$1.04M +$28.5K +286 +3%
TF
1252
Tompkins Financial
New York
$1.04M -$5.28K -53 -0.5%
WCWM
1253
Wooster Corthell Wealth Management
Connecticut
$1.03M -$45.6K -458 -4%
FB
1254
Fulton Bank
Pennsylvania
$1.03M -$370K -3,715 -26%
LC
1255
Lincoln Capital
Nebraska
$1.02M +$46.7K +469 +5%
IPW
1256
Intergy Private Wealth
Colorado
$1.02M +$42.4K +425 +4%
HWM
1257
Hohimer Wealth Management
Washington
$1.01M -$92.6K -929 -8%
IAS
1258
Insigneo Advisory Services
Florida
$1.01M +$421K +4,227 +71%
IAM
1259
Innovis Asset Management
Illinois
$1.01M -$55.6K -558 -5%
SYBT
1260
Stock Yards Bank & Trust
Kentucky
$1.01M -$43.9K -441 -4%
CG
1261
Corundum Group
Colorado
$1M – – –
SCA
1262
Stokes Capital Advisors
South Carolina
$999K -$955K -9,580 -49%
MC
1263
Moors & Cabot
Massachusetts
$998K -$797 -8 -0.1%
RPGK
1264
Retirement Planning Group (Kansas)
Kansas
$997K -$897 -9 -0.1%
PPW
1265
Pasadena Private Wealth
California
$997K – – –
BFM
1266
Broadview Financial Management
Wisconsin
$994K -$37.9K -380 -4%
PVI
1267
Pine Valley Investments
New Jersey
$982K +$42K +421 +4%
SBH
1268
Segall Bryant & Hamill
Illinois
$980K +$100 +1 +0%
ACP
1269
Aviance Capital Partners
Florida
$977K +$2.29K +23 +0.2%
KLCM
1270
KG&L Capital Management
Louisiana
$975K +$9.37K +94 +1%
TFP
1271
Tilia Fiduciary Partners
North Carolina
$973K -$41.1K -412 -4%
FDCC
1272
Foster Dykema Cabot & Co
Massachusetts
$969K +$16.6K +167 +2%
DI
1273
DFPG Investments
Utah
$965K -$90.8K -871 -9%
AL
1274
ADE LLC
Maryland
$965K -$509K -5,107 -35%
LW
1275
Linscomb Wealth
Texas
$962K -$335K -3,357 -26%
49 50
51
52 53