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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 %
D
1551
Dentgroup
Louisiana
$474K -$36.5K -377 -7%
KSWA
1552
Kathleen S. Wright Associates
Pennsylvania
$473K +$6.09K +63 +1%
BCM
1553
BTC Capital Management
Iowa
$472K +$24.7K +255 +6%
IFAM
1554
Institutional & Family Asset Management
Colorado
$470K -$4.09M -42,278 -90%
BI
1555
Ballast Inc
Kentucky
$470K -$116K -1,203 -20%
AIM
1556
Alhambra Investment Management
Florida
$469K – – –
T. Rowe Price Associates
1557
T. Rowe Price Associates
Maryland
$468K -$54.9K -567 -10%
WFA
1558
WMG Financial Advisors
Tennessee
$466K -$7.01K -72 -1%
PCM
1559
Palisade Capital Management
New Jersey
$465K +$49.2K +509 +12%
VC
1560
Veracity Capital
Georgia
$464K -$221K -2,286 -32%
LA
1561
Latitude Advisors
Florida
$463K -$1.35K -14 -0.3%
BCMLT
1562
Beacon Capital Management LLC (Tennessee)
Tennessee
$461K +$580 +6 +0.1%
FI
1563
Financial Insights
Washington
$460K -$61.8K -639 -12%
IWA
1564
Intercontinental Wealth Advisors
Texas
$459K – – –
CWA
1565
Clearview Wealth Advisors
Oregon
$459K -$468K -4,835 -50%
AF
1566
Aldebaran Financial
$458K -$6.87K -71 -1%
RIL
1567
Rothschild Investment LLC
Illinois
$456K +$11.2K +116 +3%
FAG
1568
Fortitude Advisory Group
Washington
$453K +$6.48K +67 +1%
AA
1569
Advisory Alpha
Michigan
$453K +$20K +207 +5%
PG
1570
Patten Group
Tennessee
$453K -$17.4K -180 -4%
CSWM
1571
Cassady Schiller Wealth Management
Ohio
$452K -$2.22K -23 -0.5%
HSG
1572
Helen Stephens Group
Texas
$446K +$15.3K +158 +4%
CWP
1573
CFM Wealth Partners
Texas
$445K -$14.1K -146 -3%
GC
1574
GFG Capital
Florida
$445K +$6.33K +66 +1%
PI
1575
PFG Investments
New York
$444K +$444K +4,588 New
61 62
63
64 65