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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 %
Commonwealth Equity Services
1726
Commonwealth Equity Services
Massachusetts
$312K -$3.75K -38,798 -1%
FC
1727
Financial Council
Maryland
$311K – – –
HCM
1728
Hollencrest Capital Management
California
$311K – – –
CPSC
1729
Carl P. Sherr & Co
Massachusetts
$310K +$80.4K +831 +35%
IPW
1730
Inlet Private Wealth
Florida
$310K – – –
DA
1731
Detalus Advisors
Missouri
$308K +$55.2K +571 +22%
JC
1732
JB Capital
Connecticut
$308K -$10.6M -109,777 -97%
CAP
1733
Columbia Advisory Partners
Washington
$307K +$290 +3 +0.1%
NB
1734
Nicolet Bankshares
Wisconsin
$305K +$58.7K +607 +24%
SLWA
1735
San Luis Wealth Advisors
California
$305K +$305K +3,155 New
BDFN
1736
Bond & Devick Financial Network
Minnesota
$303K – – –
CSB
1737
City State Bank
Iowa
$302K – – –
FAM
1738
Formidable Asset Management
Ohio
$301K +$966 +10 +0.3%
BWA
1739
Beam Wealth Advisors
Louisiana
$299K +$387 +4 +0.1%
KA
1740
Kooman & Associates
Pennsylvania
$298K +$967 +10 +0.3%
NL
1741
NVWM LLC
Pennsylvania
$298K +$298K +3,084 New
CHAM
1742
Clear Harbor Asset Management
Connecticut
$298K +$677 +7 +0.2%
PWM
1743
Paulson Wealth Management
Illinois
$298K +$2.9K +30 +1%
MPW
1744
Monterey Private Wealth
California
$296K – – –
DI
1745
DAGCO Inc
Ohio
$296K -$131K -1,350 -31%
WB
1746
Webster Bank
Connecticut
$296K +$5.8K +60 +2%
FH
1747
FWG Holdings
Florida
$295K -$18.1K -187 -6%
TIAM2
1748
Tru Independence Asset Management 2
Oregon
$294K +$294K +3,039 New
BTW
1749
Boston Trust Walden
Massachusetts
$293K – – –
DI
1750
DDFG Inc
California
$293K -$256K -2,643 -47%
68 69
70
71 72