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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 %
AP
1576
Appleton Partners
Massachusetts
$443K +$3K +31 +0.7%
GI
1577
GS Investments
Minnesota
$441K +$7.35K +76 +2%
MIM
1578
Macroview Investment Management
Maryland
$440K +$1.55K +16 +0.4%
WPP
1579
Whalerock Point Partners
Rhode Island
$435K +$97 +1 +0%
CCT
1580
Capital City Trust
Florida
$435K – – –
IC
1581
Innealta Capital
Texas
$434K +$8.8K +91 +2%
FAM
1582
Forte Asset Management
New York
$433K -$509K -5,261 -54%
FEG
1583
Fund Evaluation Group
Ohio
$433K -$22.2K -230 -5%
BEAM
1584
Baker Ellis Asset Management
Washington
$428K – – –
WG
1585
Welch Group
Alabama
$426K -$55.6K -575 -12%
HT
1586
Headlands Technologies
Illinois
$425K -$83.3K -861 -16%
SNB
1587
Security National Bank
Nebraska
$422K +$24.5K +253 +6%
NIC
1588
Northwest Investment Counselors
Oregon
$421K – – –
RWRC
1589
R.W. Roge & Company
New York
$420K -$999K -10,339 -70%
DL
1590
DOHJ LLC
Washington
$420K -$85.4K -883 -17%
PCA
1591
Peddock Capital Advisors
Massachusetts
$419K +$290 +3 +0.1%
NCM
1592
NCM Capital Management
New Jersey
$419K -$372K -3,847 -47%
BC
1593
Bowman & Company
Wisconsin
$419K -$26.9K -278 -6%
OSAM
1594
O'Shaughnessy Asset Management
Connecticut
$418K +$284K +2,938 +212%
GAMC
1595
Garner Asset Management Corp
Texas
$418K +$773 +8 +0.2%
SAM
1596
Seelaus Asset Management
New Jersey
$418K +$17.8K +187 +4%
CWM
1597
Catalyst Wealth Management
Georgia
$417K -$41.3K -427 -9%
HBWM
1598
Hollow Brook Wealth Management
New York
$416K -$52.8K -546 -11%
HWM
1599
Howard Wealth Management
Connecticut
$413K -$2.9K -30 -0.7%
TA
1600
TruWealth Advisors
Louisiana
$412K +$71.2K +736 +21%
62 63
64
65 66