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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 %
AF
126
Arrow Financial
New York
$42.6M +$6.1M +63,044 +17%
TC
127
Telemus Capital
Michigan
$42.6M +$3.16M +32,639 +8%
APCM
128
Alaska Permanent Capital Management
Alaska
$41.7M -$9.84M -101,711 -19%
Natixis Advisors
129
Natixis Advisors
Massachusetts
$41.3M -$4.21M -43,551 -9%
FT
130
Fiduciary Trust
Massachusetts
$41.3M -$934K -9,662 -2%
KA
131
Klingman & Associates
New York
$40.9M +$1.49M +15,410 +4%
FLPIM
132
F.L. Putnam Investment Management
Massachusetts
$40.4M +$778K +8,047 +2%
TF
133
Trek Financial
Arizona
$40.4M -$2.04M -21,068 -5%
NQWM
134
Northwest Quadrant Wealth Management
Oregon
$40.1M +$925K +9,570 +2%
MWM
135
Mission Wealth Management
California
$39.6M -$835K -8,632 -2%
SWP
136
Stratos Wealth Partners
Ohio
$39.3M -$1.51M -15,613 -4%
GW
137
GW & Wade
Massachusetts
$39.3M +$3.36M +34,786 +9%
VA
138
Valmark Advisers
Ohio
$39.3M -$141K -1,458 -0.4%
CA
139
Cetera Advisors
Colorado
$39.1M -$4.78M -49,388 -11%
BSB
140
Bangor Savings Bank
Maine
$38.8M +$397K +4,105 +1%
CPSAC
141
Chas P. Smith & Associates (CPS)
Florida
$38.6M -$34.1K -353 -0.1%
WA
142
Wealth Architects
California
$38.5M +$1.16M +12,001 +3%
CIBC Private Wealth Group
143
CIBC Private Wealth Group
Georgia
$37.9M +$454K +4,421 +1%
SW
144
SVB Wealth
Massachusetts
$37.9M -$6.26M -64,758 -14%
LSAG
145
Lake Street Advisors Group
New Hampshire
$37.8M +$1.93M +19,955 +5%
LWMT
146
Legacy Wealth Management (Tennessee)
Tennessee
$37.7M +$872K +9,021 +2%
CAI
147
Capital Advisors Inc
Oklahoma
$37.6M +$13.7M +141,701 +57%
CI
148
Conning Inc
Connecticut
$37.5M +$392K +4,055 +1%
Allspring Global Investments
149
Allspring Global Investments
North Carolina
$37.5M +$7.8M +80,619 +26%
MIA
150
MainStreet Investment Advisors
Illinois
$37.1M +$638K +6,602 +2%
4 5
6
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