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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 %
ULWM
1701
Upper Left Wealth Management
Florida
$341K -$2.19K -22 -0.6%
PT
1702
Plimoth Trust
Massachusetts
$341K +$54.8K +550 +19%
CWM
1703
Circle Wealth Management
New Jersey
$341K +$1.2K +12 +0.4%
CWA
1704
Clearview Wealth Advisors
Oregon
$341K -$132K -1,322 -28%
GWS
1705
Glassman Wealth Services
Virginia
$340K – – –
PCM
1706
Poehling Capital Management
Wisconsin
$338K – – –
SFS
1707
Stiles Financial Services
Minnesota
$338K +$399 +4 +0.1%
MAP
1708
Milestone Advisory Partners
North Carolina
$337K – – –
PAWA
1709
Palo Alto Wealth Advisors
California
$337K +$15.1K +152 +5%
VPP
1710
Vertex Planning Partners
Illinois
$337K +$59.8K +600 +22%
VI
1711
Vestcor Inc
New Brunswick, Canada
$336K – – –
FA
1712
FC Advisory
Pennsylvania
$335K +$6.48K +65 +2%
HFG
1713
Heron Financial Group
New York
$335K – – –
IWP
1714
Icon Wealth Partners
Texas
$332K -$1.07M -10,716 -76%
IPW
1715
Inlet Private Wealth
Florida
$332K +$12.8K +128 +4%
ORC
1716
O'Rourke & Company
Massachusetts
$330K -$598 -6 -0.2%
GWM
1717
Gray Wealth Management
Maine
$330K +$100 +1 +0%
NCG
1718
Newport Capital Group
New Jersey
$327K +$327K +3,283 New
KWA
1719
Kingswood Wealth Advisors
California
$324K +$324K +3,254 New
DP
1720
DDD Partners
Washington
$324K – – –
WMA
1721
West Michigan Advisors
Michigan
$324K -$11.8K -118 -4%
IP
1722
Investment Partners
Ohio
$322K +$100 +1 +0%
KA
1723
Kooman & Associates
Pennsylvania
$322K +$14.4K +145 +5%
FC
1724
Financial Council
Maryland
$321K +$399 +4 +0.1%
PWM
1725
Paulson Wealth Management
Illinois
$320K +$13.4K +134 +4%
67 68
69
70 71