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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
33.72%
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
Envestnet Asset Management
Illinois
+$216M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$132M
3
US Bancorp
US Bancorp
Minnesota
+$114M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$113M
5
RJA
Raymond James & Associates
Florida
+$105M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$247M
2
CAM
Cresset Asset Management
Illinois
-$237M
3
CCMG
Clark Capital Management Group
Pennsylvania
-$120M
4
HI
Horizon Investments
North Carolina
-$116M
5
BlackRock
BlackRock
New York
-$106M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
1426
McNaughton Wealth Management
California
$635K +$23.1K +239 +4%
MWM
1427
Maripau Wealth Management
Indiana
$634K -$12.5K -129 -2%
SSW
1428
Smith Shellnut Wilson
Mississippi
$634K -$2.13K -22 -0.3%
IA
1429
Insight Advisors
Pennsylvania
$634K -$19.3K -200 -3%
AA
1430
Argent Advisors
Louisiana
$633K – – –
BFS
1431
Bradley Foster & Sargent
Connecticut
$632K +$22.5K +233 +4%
LNB
1432
Ledyard National Bank
$631K +$205K +2,120 +48%
ACM
1433
Advisors Capital Management
New Jersey
$631K +$51.9K +537 +9%
BFA
1434
Bragg Financial Advisors
North Carolina
$631K – – –
LMKC
1435
L.M. Kohn & Company
Ohio
$626K +$90.2K +933 +17%
SVWAG
1436
Sound View Wealth Advisors Group
Georgia
$625K -$399K -4,122 -39%
RZH
1437
Relyea Zuckerberg Hanson
Connecticut
$623K +$3.38K +35 +0.5%
RWM
1438
Rockwood Wealth Management
Pennsylvania
$623K -$32.8K -339 -5%
HVIA
1439
Hudson Valley Investment Advisors
New York
$621K -$65.7K -679 -10%
FA
1440
Financial Advisors
Massachusetts
$621K +$97 +1 +0%
HWA
1441
Hillcrest Wealth Advisors
New Jersey
$621K – – –
FPB
1442
First PREMIER Bank
South Dakota
$620K +$211K +2,185 +52%
WAG
1443
Winthrop Advisory Group
Massachusetts
$620K -$6.58K -68 -1%
SSWM
1444
Smith Salley Wealth Management
North Carolina
$619K +$6.96K +72 +1%
PA
1445
Procyon Advisors
Connecticut
$618K -$74K -765 -11%
GA
1446
Greenspring Advisors
Maryland
$617K -$12.2K -126 -2%
EW
1447
Evoke Wealth
California
$613K -$12.5K -129 -2%
BWP
1448
BSW Wealth Partners
Colorado
$612K +$3.58K +37 +0.6%
BLC
1449
Brown, Lisle/Cummings
Rhode Island
$612K +$97 +1 +0%
VCM
1450
Vivaldi Capital Management
Illinois
$610K -$347K -3,585 -36%
56 57
58
59 60