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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 %
JLBC
1776
J.L. Bainbridge & Co
Florida
$278K – – –
CFA
1777
Capstone Financial Advisors
Illinois
$277K – – –
TCB
1778
Texas Capital Bancshares
Texas
$277K +$277K +2,864 New
FP
1779
Financial Perspectives
Minnesota
$276K +$19.3K +200 +8%
AFP
1780
Ausdal Financial Partners
Iowa
$276K -$32.7K -338 -11%
SAG
1781
Spotlight Asset Group
Illinois
$276K +$276K +2,994 New
PCMK
1782
Paragon Capital Management (Kansas)
Kansas
$276K – – –
LFP
1783
Leeward Financial Partners
Washington
$276K – – –
AFAS
1784
Acorn Financial Advisory Services
Virginia
$275K -$28.4K -294 -9%
CAG
1785
Curtis Advisory Group
California
$275K – – –
PP
1786
Patten & Patten
Tennessee
$272K -$12.7K -131 -4%
WCM
1787
Weik Capital Management
Pennsylvania
$271K +$9.68K +100 +4%
GWSG
1788
GPS Wealth Strategies Group
Colorado
$270K +$270K +2,791 New
PWS
1789
Peterson Wealth Services
Utah
$270K +$18.9K +195 +8%
HIP
1790
HUB Investment Partners
Texas
$269K -$7.25K -75 -3%
LAIC
1791
Lederer & Associates Investment Counsel
California
$269K – – –
SCI
1792
Stableford Capital II
Arizona
$269K +$269K +2,840 New
VPP
1793
Vertex Planning Partners
Illinois
$269K -$162K -1,680 -38%
RC
1794
Roundview Capital
New Jersey
$269K +$3.19K +33 +1%
AFO
1795
Allie Family Office
Florida
$268K +$268K +2,767 New
BOM
1796
Bank of Marin
California
$267K – – –
CFO
1797
Collective Family Office
Pennsylvania
$265K +$9.67K +100 +4%
KCM
1798
Kathmere Capital Management
Pennsylvania
$265K -$387 -4 -0.1%
WRPWM
1799
Werba Rubin Papier Wealth Management
California
$264K -$4.74K -49 -2%
SWM
1800
SFG Wealth Management
Maryland
$262K +$290 +3 +0.1%
70 71
72
73 74