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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
33.73%
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
1
Envestnet Asset Management
Illinois
$911M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$2.76B
3
US Bancorp
3
US Bancorp
Minnesota
$844M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$1.47B
5
RJA
5
Raymond James & Associates
Florida
$845M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$255M
2
CAM
2
Cresset Asset Management
Illinois
$178M
3
CCMG
3
Clark Capital Management Group
Pennsylvania
$352K
4
HI
4
Horizon Investments
North Carolina
$43.8M
5
BlackRock
5
BlackRock
New York
$768M
Name Holding Trade Value Shares
Change 		Shares
Change %
Legal & General Group
151
Legal & General Group
United Kingdom
$36.7M +$11M +113,360 +43%
NA
152
NewEdge Advisors
Louisiana
$36.6M -$9M -95,034 -20%
SFG
153
Sage Financial Group
Pennsylvania
$35.8M +$8.71M +90,097 +32%
UBV
154
United Bank (Virginia)
Virginia
$35.5M -$1.55M -15,979 -4%
MPWT
155
MassMutual Private Wealth & Trust
Connecticut
$35.5M +$468K +4,844 +1%
OCG
156
Opus Capital Group
Ohio
$33.5M +$72.1K +746 +0.2%
PIMJS
157
PKO Investment Management Joint-Stock
Poland
$33.4M +$33.4M +345,865 New
EH
158
Equitable Holdings
New York
$33.1M -$456K -4,715 -1%
R
159
Rebalance
California
$33.1M +$552K +5,706 +2%
AWS
160
Atria Wealth Solutions
New York
$33.1M -$6.34M -65,523 -16%
WPA
161
West Paces Advisors
Georgia
$32.9M -$261K -2,700 -0.8%
AFG
162
Albion Financial Group
Utah
$32.8M +$174K +1,798 +0.5%
ECG
163
Edge Capital Group
Georgia
$32.2M +$3.39M +35,068 +12%
CWM
164
Cahaba Wealth Management
Georgia
$32.2M +$1.12M +11,626 +4%
Lazard Asset Management
165
Lazard Asset Management
New York
$32.2M -$303K -3,131 -0.9%
Citadel Advisors
166
Citadel Advisors
Florida
$31.9M +$4.94M +51,124 +18%
OC
167
Oakworth Capital
Alabama
$31.5M +$30.8M +318,944 +4,649%
JWA
168
JFS Wealth Advisors
Pennsylvania
$31.5M -$244K -2,528 -0.8%
CCA
169
Conservest Capital Advisors
Pennsylvania
$31.4M +$1.42M +14,662 +5%
WP
170
WMS Partners
Maryland
$31.2M +$5.11M +52,802 +20%
BP
171
Ballentine Partners
Massachusetts
$31M +$2.34M +24,148 +8%
PGFC
172
Peapack-Gladstone Financial Corp
New Jersey
$30.9M +$9.13M +94,380 +42%
ERWM
173
Elk River Wealth Management
Colorado
$30.5M +$2.43M +25,113 +9%
RWM
174
RKL Wealth Management
Pennsylvania
$30.2M +$483K +4,994 +2%
Fiera Capital (Canada)
175
Fiera Capital (Canada)
Quebec, Canada
$30.1M +$2.47M +25,571 +9%
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