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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 %
CWM
1701
Circle Wealth Management
New Jersey
$330K +$10.8K +112 +3%
PCM
1702
Poehling Capital Management
Wisconsin
$328K – – –
SFS
1703
Stiles Financial Services
Minnesota
$328K +$328K +3,388 New
MAP
1704
Milestone Advisory Partners
North Carolina
$327K – – –
CS
1705
Cannell & Spears
New York
$327K -$10.4K -108 -3%
HDIM
1706
Hanson & Doremus Investment Management
Vermont
$327K +$58K +600 +22%
VI
1707
Vestcor Inc
New Brunswick, Canada
$326K -$1.43M -14,800 -81%
WMA
1708
West Michigan Advisors
Michigan
$325K +$95.5K +988 +42%
HFG
1709
Heron Financial Group
New York
$325K -$15.5K -160 -5%
PNC
1710
Park National Corp
Ohio
$324K -$26.6K -275 -8%
IFS
1711
Ifrah Financial Services
Arkansas
$321K +$26.3K +272 +9%
NFG
1712
Nadler Financial Group
Illinois
$321K +$23.2K +240 +8%
CFA
1713
Camarda Financial Advisors
Florida
$321K – – –
AWM
1714
Arista Wealth Management
Nevada
$321K +$30.4K +314 +10%
ORC
1715
O'Rourke & Company
Massachusetts
$321K -$8.8K -91 -3%
SA
1716
Strategic Advisors
New York
$321K -$1.39M -14,419 -81%
GWM
1717
Gray Wealth Management
Maine
$320K +$6.58K +68 +2%
FA
1718
FC Advisory
Pennsylvania
$319K +$12K +124 +4%
LWM
1719
Laidlaw Wealth Management
New York
$317K -$3.29K -34 -1%
Toronto Dominion Bank
1720
Toronto Dominion Bank
Ontario, Canada
$316K +$83.9K +867 +36%
EWM
1721
Endowment Wealth Management
Wisconsin
$315K +$57.4K +598 +22%
DP
1722
DDD Partners
Washington
$314K – – –
PAWA
1723
Palo Alto Wealth Advisors
California
$313K -$24.2K -250 -7%
IP
1724
Investment Partners
Ohio
$313K +$97 +1 +0%
HT
1725
Heritage Trust
Oklahoma
$312K – – –
67 68
69
70 71