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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
1
Northwestern Mutual Wealth Management
Wisconsin
$2.98B
2
CCMG
2
Clark Capital Management Group
Pennsylvania
$129M
3
AAS
3
Annex Advisory Services
Wisconsin
$115M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$1.61B
5
CAM
5
Cresset Asset Management
Illinois
$285M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1B
2
US Bancorp
2
US Bancorp
Minnesota
$516M
3
HNB
3
Huntington National Bank
Ohio
$237M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.33B
5
Wells Fargo
5
Wells Fargo
California
$1.68B
Name Holding Trade Value Shares
Change 		Shares
Change %
VC
126
Vicus Capital
Pennsylvania
$46M -$23.5M -235,992 -34%
BCM
127
Becker Capital Management
Oregon
$45.7M -$3.54M -35,552 -7%
TC
128
Telemus Capital
Michigan
$45.6M +$1.73M +17,320 +4%
LSAG
129
Lake Street Advisors Group
New Hampshire
$44.5M +$5.52M +55,404 +14%
PIMJS
130
PKO Investment Management Joint-Stock
Poland
$44.4M +$9.97M +100,000 +29%
VOYA Investment Management
131
VOYA Investment Management
Georgia
$44.3M -$15.2M -152,323 -26%
Citigroup
132
Citigroup
New York
$44M -$2.98M -29,923 -6%
Natixis Advisors
133
Natixis Advisors
Massachusetts
$43.8M +$1.25M +12,503 +3%
Squarepoint
134
Squarepoint
New York
$43.6M -$37.7M -377,880 -46%
KA
135
Klingman & Associates
New York
$43.6M +$1.39M +13,983 +3%
FT
136
Fiduciary Trust
Massachusetts
$43M +$494K +4,957 +1%
NQWM
137
Northwest Quadrant Wealth Management
Oregon
$41.6M +$328K +3,293 +0.8%
WA
138
Wealth Architects
California
$41.3M +$1.67M +16,723 +4%
BSB
139
Bangor Savings Bank
Maine
$41.1M +$1.15M +11,537 +3%
SFG
140
Sage Financial Group
Pennsylvania
$40.5M +$3.6M +36,138 +10%
LWMT
141
Legacy Wealth Management (Tennessee)
Tennessee
$40.5M +$1.61M +16,134 +4%
GW
142
GW & Wade
Massachusetts
$40.4M -$64.6K -648 -0.2%
MWM
143
Mission Wealth Management
California
$40.1M -$686K -6,889 -2%
CPSAC
144
Chas P. Smith & Associates (CPS)
Florida
$40M +$243K +2,439 +0.6%
FLPIM
145
F.L. Putnam Investment Management
Massachusetts
$40M -$1.66M -16,647 -4%
VA
146
Valmark Advisers
Ohio
$39.6M -$839K -8,419 -2%
Allspring Global Investments
147
Allspring Global Investments
North Carolina
$39.1M +$464K +4,661 +1%
AWS
148
Atria Wealth Solutions
New York
$39M +$4.88M +48,992 +14%
NA
149
NewEdge Advisors
Louisiana
$38.4M -$164K -1,648 -0.4%
CAI
150
Capital Advisors Inc
Oklahoma
$38.4M -$407K -4,086 -1%
4 5
6
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