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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 %
SI
1276
Saxon Interests
Texas
$953K +$797 +8 +0.1%
AWA
1277
Aaron Wealth Advisors
Illinois
$953K +$1.1K +11 +0.1%
SWP
1278
Strategic Wealth Partners
Ohio
$950K +$406K +4,079 +75%
CCG
1279
Cypress Capital Group
Florida
$949K +$69.4K +696 +8%
EDRIA
1280
Edmonds Duncan Registered Investment Advisors
Kansas
$947K +$34K +341 +4%
ZIC
1281
ZWJ Investment Counsel
Georgia
$945K -$19K -191 -2%
FPW
1282
Flagship Private Wealth
Massachusetts
$944K -$95.1K -954 -9%
SAM
1283
Silvercrest Asset Management
New York
$940K -$84.9K -852 -8%
BAWC
1284
Boyce & Associates Wealth Consulting
Texas
$939K +$939K +9,425 New
MAA
1285
Matrix Asset Advisors
New York
$931K +$182K +1,823 +24%
TCM
1286
Tufton Capital Management
Maryland
$927K +$3.89K +39 +0.4%
TF
1287
Trek Financial
Arizona
$926K -$40.7M -408,118 -98%
IGWM
1288
ICA Group Wealth Management
Colorado
$923K +$421K +4,226 +84%
GKWIM
1289
Gerber Kawasaki Wealth & Investment Management
California
$923K -$263K -2,643 -22%
FWIA
1290
Fort Washington Investment Advisors
Ohio
$920K -$158K -1,586 -15%
TNB
1291
Thomasville National Bank
Georgia
$919K +$498 +5 +0.1%
PSF
1292
Pacific Sun Financial
California
$918K +$918K +9,490 New
RB
1293
Renasant Bank
Mississippi
$916K -$857K -8,605 -48%
CPP
1294
Capasso Planning Partners
South Carolina
$912K -$717K -7,193 -44%
GFG
1295
Greystone Financial Group
Michigan
$910K +$107K +1,077 +13%
GSEP
1296
Golden State Equity Partners
California
$908K +$654K +6,559 +257%
PPWP
1297
Proquility Private Wealth Partners
Nevada
$908K +$1.59K +16 +0.2%
RF
1298
Rollins Financial
Georgia
$905K -$1.36M -13,683 -60%
BMD
1299
Better Money Decisions
New Mexico
$902K -$69.4K -696 -7%
CL
1300
COWA LLC
Oklahoma
$900K -$4.37M -43,855 -83%
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