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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
Northwestern Mutual Wealth Management
Wisconsin
+$137M
2
CCMG
Clark Capital Management Group
Pennsylvania
+$129M
3
AAS
Annex Advisory Services
Wisconsin
+$107M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$102M
5
CAM
Cresset Asset Management
Illinois
+$101M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$873M
2
US Bancorp
US Bancorp
Minnesota
-$354M
3
HNB
Huntington National Bank
Ohio
-$255M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$168M
5
Wells Fargo
Wells Fargo
California
-$157M
Name Holding Trade Value Shares
Change 		Shares
Change %
WWM
1501
Wolff Wiese Magana
California
$537K +$16.9K +170 +3%
HPA
1502
High Probability Advisors
New York
$537K +$170K +1,710 +46%
GHA
1503
GW Henssler & Associates
Georgia
$536K -$11.1K -111 -2%
WCWM
1504
Willow Creek Wealth Management
California
$535K – – –
NPT
1505
Nixon Peabody Trust
Massachusetts
$532K -$1.15M -11,565 -68%
SAM
1506
SP Asset Management
California
$532K +$1.89K +19 +0.4%
BB
1507
Berkshire Bank
Massachusetts
$529K -$125K -1,257 -19%
MCM
1508
McRae Capital Management
New Jersey
$529K -$897 -9 -0.2%
AAG
1509
Armstrong Advisory Group
Massachusetts
$528K – – –
AA
1510
Advisory Alpha
Michigan
$525K +$58.9K +591 +13%
TA
1511
Tiedemann Advisors
New York
$525K +$262K +2,634 +100%
PMFA
1512
Plante Moran Financial Advisors
Michigan
$522K – – –
FLA
1513
Financial Life Advisors
Texas
$520K -$1.2M -12,084 -70%
NFP
1514
Narus Financial Partners
Utah
$519K -$7.77K -78 -1%
LFG
1515
Larson Financial Group
Missouri
$519K -$657K -6,589 -56%
DACG
1516
Donor Advised Charitable Giving
California
$518K +$27.8K +279 +6%
KIA
1517
KCM Investment Advisors
California
$518K -$12.4K -124 -2%
RRWA
1518
Rainey & Randall Wealth Advisors
Florida
$516K -$4.38K -44 -0.8%
DCM
1519
Donaldson Capital Management
Indiana
$512K -$49.4K -496 -9%
FI
1520
Financial Insights
Washington
$512K +$38K +381 +8%
FWI
1521
Facet Wealth Inc
Maryland
$511K +$242K +2,330 +90%
LWMG
1522
Levy Wealth Management Group
Pennsylvania
$510K +$1.5K +15 +0.3%
LRIA
1523
Leonard Rickey Investment Advisors
Washington
$510K +$2.29K +23 +0.5%
IC
1524
Innealta Capital
Texas
$509K +$62.6K +628 +14%
Acadian Asset Management
1525
Acadian Asset Management
Massachusetts
$509K +$509K +5,114 New
59 60
61
62 63