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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 %
KTC
1751
Kistler-Tiffany Companies
Pennsylvania
$293K -$2.61K -27 -0.9%
CAM
1752
Clark Asset Management
New Hampshire
$291K +$774 +8 +0.3%
SCM
1753
Shelton Capital Management
Colorado
$290K – – –
SAM
1754
Selway Asset Management
$290K – – –
NP
1755
NorthRock Partners
Minnesota
$288K -$203K -2,100 -41%
CW
1756
Cook Wealth
North Carolina
$288K +$288K +3,095 New
JIR
1757
James Investment Research
Ohio
$288K -$141K -1,463 -33%
BFG
1758
Beacon Financial Group
Texas
$288K -$99.4K -1,041 -26%
CWP
1759
Cyndeo Wealth Partners
Florida
$287K -$28K -290 -9%
MWM
1760
Madison Wealth Management
Ohio
$286K -$11.7K -121 -4%
FPWM
1761
FSB Premier Wealth Management
Iowa
$285K -$13.5K -140 -5%
SBIA
1762
Sheaff Brock Investment Advisors
Indiana
$284K -$4.84K -50 -2%
SSC
1763
Syverson Strege & Co
Iowa
$282K – – –
SIG
1764
Stonegate Investment Group
Alabama
$282K +$44.6K +461 +19%
CWM
1765
Collaborative Wealth Management
Florida
$282K -$7.16K -74 -2%
AR
1766
Apeiron RIA
Texas
$282K -$1.88M -19,489 -87%
FSG
1767
Financial Strategies Group
Michigan
$281K -$387 -4 -0.1%
CWP
1768
Corepath Wealth Partners
Arizona
$280K +$69.2K +728 +33%
SGCA
1769
Steel Grove Capital Advisors
Tennessee
$280K +$280K +2,900 New
CWA
1770
Clarity Wealth Advisors
California
$280K +$24.5K +253 +10%
FAT
1771
First American Trust
California
$280K +$1.26K +13 +0.5%
OWM
1772
OneAscent Wealth Management
Alabama
$279K +$66.8K +690 +31%
EP
1773
EPIQ Partners
Minnesota
$279K -$13K -134 -4%
JHCP
1774
Jackson Hole Capital Partners
Oklahoma
$278K +$13.2K +136 +5%
PT
1775
Plimoth Trust
Massachusetts
$278K +$278K +2,873 New
69 70
71
72 73