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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 %
BWA
1526
Burt Wealth Advisors
Maryland
$509K +$509K +5,104 New
BCM
1527
Bayesian Capital Management
New York
$508K +$508K +5,100 New
NB
1528
NBT Bank
New York
$508K -$997 -10 -0.2%
BW
1529
BIP Wealth
Georgia
$508K -$57.8K -580 -10%
ACA
1530
Aptus Capital Advisors
Alabama
$507K -$1.03M -10,294 -67%
ST
1531
Somerset Trust
Pennsylvania
$506K – – –
DA
1532
Doliver Advisors
Texas
$506K – – –
LA
1533
Latitude Advisors
Florida
$503K +$25.2K +253 +5%
SCM
1534
Seascape Capital Management
New Hampshire
$502K -$798 -8 -0.2%
CCA
1535
Cobblestone Capital Advisors
New York
$501K +$2.89K +29 +0.6%
HFA
1536
High Falls Advisors
New York
$499K -$253K -2,540 -34%
NPP
1537
New Potomac Partners
Maryland
$498K -$3.79K -38 -0.8%
LCM
1538
Linker Capital Management
Kentucky
$498K – – –
GC
1539
GFG Capital
Florida
$496K +$1.39K +13 +0.3%
BPC
1540
Banque Pictet & Cie
Switzerland
$496K -$431K -4,330 -47%
NSIM
1541
North Star Investment Management
Illinois
$496K +$100 +1 +0%
AIM
1542
Alhambra Investment Management
Florida
$491K +$8.47K +85 +2%
BWP
1543
BSW Wealth Partners
Colorado
$491K -$140K -1,403 -22%
AIA
1544
Angeles Investment Advisors
California
$490K – – –
BWP
1545
Baldwin Wealth Partners
Massachusetts
$490K – – –
AF
1546
Alerus Financial
North Dakota
$490K – – –
OWA
1547
One Wealth Advisors
California
$488K -$572K -5,745 -54%
TC
1548
Trust Company
Kansas
$482K -$259K -2,600 -35%
D
1549
Dentgroup
Louisiana
$482K -$7.38K -74 -2%
WFA
1550
WMG Financial Advisors
Tennessee
$480K +$2.89K +29 +0.6%
60 61
62
63 64