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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 %
FM
1676
Foster & Motley
Ohio
$354K -$32.5K -336 -8%
WB
1677
West Bancorporation
Iowa
$353K +$77.7K +804 +28%
CCMG
1678
Clark Capital Management Group
Pennsylvania
$352K -$120M -1,244,077 -100%
LEFP
1679
Leading Edge Financial Planning
Tennessee
$351K +$47.6K +492 +16%
MRCM
1680
M&R Capital Management
New Jersey
$351K +$9.77K +101 +3%
TT
1681
TI-Trust
Illinois
$349K +$33.4K +345 +11%
ACM
1682
Argent Capital Management
Missouri
$348K – – –
SWM
1683
Seaside Wealth Management
California
$348K – – –
IA
1684
Inspire Advisors
Idaho
$347K +$32.4K +335 +10%
OC
1685
Oarsman Capital
Wisconsin
$346K +$12.6K +130 +4%
OWA
1686
Octavia Wealth Advisors
Ohio
$344K -$52.3K -541 -13%
MMHP
1687
Murphy Middleton Hinkle & Parker
Georgia
$343K – – –
MJRIC
1688
Mogy Joel R Investment Counsel
California
$343K -$2.42K -25 -0.7%
PWP
1689
Principle Wealth Partners
Connecticut
$342K -$197K -2,035 -37%
NWM
1690
NEIRG Wealth Management
Massachusetts
$342K -$35.4K -366 -9%
SC
1691
Sinecera Capital
Texas
$342K – – –
EHC
1692
Everett Harris & Co
California
$338K – – –
SFG
1693
SNS Financial Group
Minnesota
$335K -$44.4K -459 -12%
AIFAIM
1694
American Institute for Advanced Investment Management
Arizona
$334K -$14.5K -150 -4%
EA
1695
Eudaimonia Advisors
Tennessee
$334K -$86K -889 -20%
ULWM
1696
Upper Left Wealth Management
Florida
$333K -$6.67K -69 -2%
CW
1697
Channel Wealth
California
$333K +$333K +3,445 New
CWS
1698
Confluence Wealth Services
Pennsylvania
$333K -$27.8K -287 -8%
GWS
1699
Glassman Wealth Services
Virginia
$330K -$97 -1 -0%
LOPW
1700
Live Oak Private Wealth
North Carolina
$330K -$25.2K -261 -7%
66 67
68
69 70