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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 %
FFA
1601
Founders Financial Alliance
North Carolina
$421K +$238K +2,390 +130%
MHR
1602
Matthew Hamilton Rosenberg
$421K -$631K -6,337 -60%
PFBT
1603
Parkside Financial Bank & Trust
Missouri
$420K +$10.2K +102 +2%
TC
1604
Truvestments Capital
Florida
$419K -$3.39K -34 -0.8%
HAIM
1605
Hunter Associates Investment Management
Pennsylvania
$419K – – –
RPCA
1606
Running Point Capital Advisors
California
$419K -$5.18K -52 -1%
FCA
1607
Fortis Capital Advisors
Kansas
$418K -$157K -1,577 -27%
ACM
1608
Argent Capital Management
Missouri
$417K +$58.4K +586 +16%
LCM
1609
Leisure Capital Management
California
$417K – – –
SLWA
1610
San Luis Wealth Advisors
California
$416K +$101K +1,015 +32%
WAG
1611
Winthrop Advisory Group
Massachusetts
$415K -$224K -2,245 -35%
VAFP
1612
Vahanian & Associates Financial Planning
New York
$414K -$432K -4,335 -51%
QT
1613
Quantbot Technologies
New York
$414K +$414K +4,156 New
EWM
1614
Endowment Wealth Management
Wisconsin
$411K +$83.7K +840 +26%
FMTC
1615
Farmers & Merchants Trust Company
California
$410K -$6.38K -64 -2%
B
1616
Bensler
Washington
$410K +$5.28K +53 +1%
LA
1617
LexAurum Advisors
Kansas
$409K +$34.4K +345 +9%
DC
1618
Destiny Capital
Colorado
$408K +$162K +1,627 +66%
BFA
1619
Buttonwood Financial Advisors
Maryland
$408K +$408K +4,095 New
OWA
1620
Octavia Wealth Advisors
Ohio
$407K +$52.5K +527 +15%
RWRC
1621
R.W. Roge & Company
New York
$406K -$26.6K -267 -6%
FFP
1622
FourThought Financial Partners
Florida
$406K -$8.97K -90 -2%
DSC
1623
Duncker Streett & Co
Missouri
$403K – – –
AC
1624
AWM Capital
Arizona
$403K – – –
WW
1625
Westshore Wealth
California
$402K -$116K -1,160 -22%
63 64
65
66 67