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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 %
AFG
1501
Allegheny Financial Group
Pennsylvania
$534K +$82K +848 +18%
RWP
1502
RWA Wealth Partners
Massachusetts
$533K +$100K +1,036 +23%
ClearBridge Investments
1503
ClearBridge Investments
New York
$531K -$42.8K -443 -7%
GHA
1504
GW Henssler & Associates
Georgia
$530K +$19.5K +202 +4%
FNBTCON
1505
First National Bank & Trust Co of Newtown
Pennsylvania
$530K +$33.4K +345 +7%
VCP
1506
Vista Capital Partners
Oregon
$530K -$5.61K -58 -1%
MAM
1507
MMA Asset Management
Pennsylvania
$528K -$3.77K -39 -0.7%
SFO
1508
Stokes Family Office
Louisiana
$528K -$156K -1,609 -23%
SWP
1509
Strategic Wealth Partners
Ohio
$527K -$213K -2,205 -29%
BWCS
1510
Beirne Wealth Consulting Services
Connecticut
$526K -$12.6K -130 -2%
KTA
1511
Keeley-Teton Advisors
Illinois
$525K +$525K +5,425 New
GAM
1512
Gotham Asset Management
New York
$523K +$523K +5,410 New
SFP
1513
Strategic Financial Planning
Texas
$523K – – –
WCWM
1514
Willow Creek Wealth Management
California
$519K -$23.1K -239 -4%
CIA
1515
Compass Ion Advisors
Pennsylvania
$517K +$3.87K +40 +0.8%
Fisher Asset Management
1516
Fisher Asset Management
Washington
$517K -$108K -1,121 -17%
SAM
1517
SP Asset Management
California
$515K +$515K +5,322 New
KIA
1518
KCM Investment Advisors
California
$514K +$91.6K +947 +22%
MCM
1519
McRae Capital Management
New Jersey
$514K -$62.4K -645 -11%
AAG
1520
Armstrong Advisory Group
Massachusetts
$512K – – –
NFP
1521
Narus Financial Partners
Utah
$512K +$219K +2,260 +75%
CWP
1522
Curated Wealth Partners
California
$507K -$43.5K -450 -8%
OFG
1523
Oxford Financial Group
Indiana
$507K -$11.6K -120 -2%
CC
1524
Copperleaf Capital
North Carolina
$507K -$54.5K -564 -10%
PMFA
1525
Plante Moran Financial Advisors
Michigan
$506K +$4.64K +48 +0.9%
59 60
61
62 63