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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 %
IAS
1476
Insigneo Advisory Services
Florida
$574K -$16.3K -169 -3%
CMP
1477
Courage Miller Partners
Virginia
$573K -$18.7K -193 -3%
KA
1478
Kovack Advisors
Florida
$572K -$150K -1,548 -21%
SFP
1479
Shepherd Financial Partners
Massachusetts
$568K – – –
LWCFA
1480
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$567K -$79.1K -818 -12%
EWA
1481
Exencial Wealth Advisors
Oklahoma
$567K +$483 +5 +0.1%
CCWM
1482
Cassaday & Co Wealth Management
Virginia
$565K +$20.9K +216 +4%
RA
1483
Ruggaard & Associates
Ohio
$564K +$564K +5,837 New
TWP
1484
Tower Wealth Partners
Pennsylvania
$562K +$1.16K +12 +0.2%
KA
1485
Kearns & Associates
California
$562K – – –
TFA
1486
Triad Financial Advisors
North Carolina
$560K -$4.45K -46 -0.8%
AAMA
1487
Advanced Asset Management Advisors
Ohio
$559K – – –
FCA
1488
Fortis Capital Advisors
Kansas
$558K +$266K +2,747 +91%
BW
1489
BIP Wealth
Georgia
$556K +$556K +5,676 New
1WA
1490
180 Wealth Advisors
Washington
$554K -$6.19K -64 -1%
SFC
1491
Strategic Financial Concepts
Texas
$550K +$550K +5,684 New
HNWA
1492
Henrickson Nauta Wealth Advisors
Michigan
$548K – – –
PAM
1493
Private Asset Management
California
$545K -$6.77K -70 -1%
MWM
1494
MY Wealth Management
Maryland
$545K +$5.71K +59 +1%
DCM
1495
Donaldson Capital Management
Indiana
$545K -$6.58K -68 -1%
FFL
1496
Financial Freedom LLC
Ohio
$544K +$45.5K +471 +9%
API
1497
Advisor Partners II
California
$538K +$538K +5,563 New
EBA
1498
Eagle Bay Advisors
New York
$537K +$105K +1,083 +24%
FAAM
1499
First Ascent Asset Management
Colorado
$535K +$535K +5,537 New
BOPW
1500
Brandywine Oak Private Wealth
Pennsylvania
$534K +$2.71K +28 +0.5%
58 59
60
61 62