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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 %
LOPW
1626
Live Oak Private Wealth
North Carolina
$402K +$62.4K +626 +18%
OSAM
1627
O'Shaughnessy Asset Management
Connecticut
$401K -$29.9K -300 -7%
DF
1628
Dunhill Financial
United Kingdom
$400K +$400K +4,078 New
ANBT
1629
American National Bank & Trust
Texas
$399K -$18.1K -182 -4%
LG
1630
LAM Group
Oregon
$399K – – –
EHC
1631
Everett Harris & Co
California
$398K +$49.8K +500 +14%
PWMG
1632
Provence Wealth Management Group
California
$398K -$645K -6,474 -62%
AA
1633
Aufman Associates
Pennsylvania
$397K +$797 +8 +0.2%
VAS
1634
Vestmark Advisory Solutions
Massachusetts
$393K -$272K -2,733 -41%
HWA
1635
Heartwood Wealth Advisors
Virginia
$393K +$11.9K +119 +3%
WP
1636
WealthPLAN Partners
Nebraska
$393K -$121K -1,213 -24%
AWA
1637
Archvest Wealth Advisors
California
$393K -$17.8K -179 -4%
IWP
1638
IAG Wealth Partners
Wisconsin
$393K -$14.9K -150 -4%
KWS
1639
Keystone Wealth Services
California
$392K -$608K -6,104 -61%
GAG
1640
GM Advisory Group
New York
$392K +$392K +3,929 New
SHWM
1641
Silicon Hills Wealth Management
Texas
$390K -$16.2K -163 -4%
BP
1642
BBR Partners
New York
$389K +$1.1K +11 +0.3%
PC
1643
Port Capital
Illinois
$389K +$10.3K +103 +3%
TA
1644
TruWealth Advisors
Louisiana
$388K -$36.5K -366 -9%
IIC
1645
Ironwood Investment Counsel
Arizona
$388K +$698 +7 +0.2%
ACM
1646
AlphaStar Capital Management
North Carolina
$387K +$20.2K +203 +6%
RRC
1647
Relaxing Retirement Coach
Massachusetts
$386K +$386K +3,874 New
MRCM
1648
M&R Capital Management
New Jersey
$386K +$24.3K +244 +7%
BFG
1649
Berger Financial Group
Minnesota
$385K +$100 +1 +0%
SMG
1650
Smart Money Group
Texas
$385K +$1.4K +14 +0.4%
64 65
66
67 68