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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 %
RPCA
1601
Running Point Capital Advisors
California
$411K +$5.03K +52 +1%
TC
1602
Truvestments Capital
Florida
$410K -$46.7K -483 -10%
SRC
1603
Sage Rhino Capital
California
$410K – – –
AUB
1604
Atlantic Union Bankshares
Virginia
$409K -$1.16K -12 -0.3%
PHIC
1605
Pine Haven Investment Counsel
Massachusetts
$409K – – –
OPWM
1606
Oxinas Partners Wealth Management
Indiana
$409K +$97 +1 +0%
ETIA
1607
Epic Trust Investment Advisors
Washington
$408K +$192K +1,986 +89%
FG
1608
Foster Group
Iowa
$407K +$407K +4,209 New
HAIM
1609
Hunter Associates Investment Management
Pennsylvania
$407K -$24.7K -255 -6%
ANBT
1610
American National Bank & Trust
Texas
$405K -$416K -4,298 -51%
FMTC
1611
Farmers & Merchants Trust Company
California
$404K – – –
LCM
1612
Leisure Capital Management
California
$404K -$153K -1,585 -27%
CMI
1613
Clare Market Investments
Texas
$404K -$329K -3,405 -45%
Fayez Sarofim & Co
1614
Fayez Sarofim & Co
Texas
$404K -$269K -2,783 -40%
SPW
1615
Sonoma Private Wealth
California
$404K +$404K +4,173 New
FFP
1616
FourThought Financial Partners
Florida
$403K -$2.71K -28 -0.7%
MAM
1617
Meeder Asset Management
Ohio
$402K -$31.5K -326 -7%
SAS
1618
Stelac Advisory Services
New York
$401K -$2.42K -25 -0.6%
HGERS
1619
Householder Group Estate & Retirement Specialist
Arizona
$400K +$400K +4,135 New
EP
1620
Eudaimonia Partners
Tennessee
$400K -$21.5K -222 -5%
SWM
1621
Segment Wealth Management
Texas
$399K – – –
AWA
1622
Archvest Wealth Advisors
California
$398K -$6.29K -65 -2%
PFBT
1623
Parkside Financial Bank & Trust
Missouri
$397K +$213K +2,201 +115%
BWP
1624
Balboa Wealth Partners
Arizona
$396K -$2.9K -30 -0.7%
IWP
1625
IAG Wealth Partners
Wisconsin
$395K -$55.9K -578 -12%
63 64
65
66 67