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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 %
LSA
1651
Lion Street Advisors
Texas
$370K +$148K +1,533 +67%
PC
1652
Port Capital
Illinois
$368K +$387 +4 +0.1%
AWG
1653
Altus Wealth Group
Colorado
$368K -$967 -10 -0.3%
PPW
1654
Presilium Private Wealth
Pennsylvania
$366K +$4.35K +45 +1%
PFG
1655
Pinnacle Financial Group
Illinois
$365K – – –
RFWA
1656
RPg Family Wealth Advisory
Massachusetts
$364K +$6.87K +71 +2%
LA
1657
LexAurum Advisors
Kansas
$364K -$266K -2,752 -42%
HCA
1658
Horan Capital Advisors
Ohio
$364K +$4.35K +45 +1%
SBWIC
1659
Schaper Benz & Wise Investment Counsel
Wisconsin
$364K -$1.64K -17 -0.4%
ACP
1660
Arcus Capital Partners
Georgia
$363K +$1.16K +12 +0.3%
PIA
1661
Powell Investment Advisors
Florida
$362K -$18.8K -194 -5%
SMG
1662
Smart Money Group
Texas
$362K -$26K -277 -7%
AAP
1663
Arax Advisory Partners
Colorado
$362K +$26.1K +270 +8%
GIA
1664
Guyasuta Investment Advisors
Pennsylvania
$361K – – –
RLWM
1665
RF&L Wealth Management
Massachusetts
$359K – – –
CWA
1666
Consilium Wealth Advisory
Texas
$358K +$56.8K +587 +19%
GWM
1667
GDS Wealth Management
Texas
$358K +$4.64K +48 +1%
VNB
1668
Virginia National Bank
Virginia
$357K -$17.4K -180 -5%
ACM
1669
AlphaStar Capital Management
North Carolina
$356K -$60.3K -624 -14%
CIAS
1670
CBIZ Investment Advisory Services
Ohio
$356K – – –
HPA
1671
High Probability Advisors
New York
$356K – – –
AWM
1672
Avondale Wealth Management
Texas
$355K +$62.9K +650 +21%
SEP
1673
Southland Equity Partners
Missouri
$355K -$1.26K -13 -0.4%
ST
1674
Sentinel Trust
Texas
$355K – – –
WWP
1675
WR Wealth Planners
Missouri
$354K -$57K -589 -14%
65 66
67
68 69