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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 %
WWM
1526
Wolff Wiese Magana
California
$505K +$9.19K +95 +2%
RRWA
1527
Rainey & Randall Wealth Advisors
Florida
$505K +$1.64K +17 +0.3%
WW
1528
Westshore Wealth
California
$503K -$739K -7,641 -60%
IIM
1529
Ipswich Investment Management
Massachusetts
$500K +$17.3K +179 +4%
WP
1530
WealthPLAN Partners
Nebraska
$499K -$332K -3,432 -40%
M
1531
MOTCO
Texas
$495K +$7.83K +81 +2%
NB
1532
NBT Bank
New York
$494K – – –
LWMG
1533
Levy Wealth Management Group
Pennsylvania
$494K -$7.25K -75 -1%
LRIA
1534
Leonard Rickey Investment Advisors
Washington
$493K -$13.4K -139 -3%
ST
1535
Somerset Trust
Pennsylvania
$491K -$16.1K -166 -3%
DA
1536
Doliver Advisors
Texas
$491K +$491K +5,076 New
NPP
1537
New Potomac Partners
Maryland
$487K +$11K +114 +2%
SCM
1538
Seascape Capital Management
New Hampshire
$487K -$584K -6,050 -55%
ICG
1539
InterOcean Capital Group
Tennessee
$487K -$46.6K -482 -9%
IGWM
1540
ICA Group Wealth Management
Colorado
$487K -$676K -6,988 -58%
LCM
1541
Linker Capital Management
Kentucky
$484K – – –
CCA
1542
Cobblestone Capital Advisors
New York
$483K -$19.3K -200 -4%
NSIM
1543
North Star Investment Management
Illinois
$481K +$31.3K +324 +7%
KF
1544
Krilogy Financial
Missouri
$478K -$539K -5,571 -53%
RW
1545
Regimen Wealth
Georgia
$478K -$76K -939 -14%
AIA
1546
Angeles Investment Advisors
California
$476K – – –
DACG
1547
Donor Advised Charitable Giving
California
$476K +$20.9K +216 +5%
BWP
1548
Baldwin Wealth Partners
Massachusetts
$476K +$50.3K +520 +12%
AF
1549
Alerus Financial
North Dakota
$475K -$870 -9 -0.2%
TWM
1550
TMD Wealth Management
Arizona
$475K +$223K +2,305 +88%
60 61
62
63 64