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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 %
KWM
1776
KFG Wealth Management
Indiana
$287K +$47.3K +475 +20%
CFA
1777
Capstone Financial Advisors
Illinois
$287K +$997 +10 +0.3%
RC
1778
Roundview Capital
New Jersey
$287K +$10.1K +101 +4%
CWA
1779
Consilium Wealth Advisory
Texas
$284K -$84.9K -852 -23%
PCMK
1780
Paragon Capital Management (Kansas)
Kansas
$284K – – –
MWM
1781
Madison Wealth Management
Ohio
$284K -$11.3K -113 -4%
CAG
1782
Curtis Advisory Group
California
$283K – – –
PFA
1783
Petra Financial Advisors
Colorado
$282K +$282K +2,828 New
OC
1784
Oarsman Capital
Wisconsin
$281K -$75.2K -755 -21%
PBF
1785
Petix & Botte Financial
California
$281K +$281K +2,821 New
PP
1786
Patten & Patten
Tennessee
$280K – – –
AC
1787
ASB Consultores
Florida
$280K +$280K +2,807 New
GHAM
1788
Gilman Hill Asset Management
Connecticut
$279K +$51.4K +516 +23%
HDIM
1789
Hanson & Doremus Investment Management
Vermont
$277K -$59.8K -600 -18%
LAIC
1790
Lederer & Associates Investment Counsel
California
$277K – – –
GWSG
1791
GPS Wealth Strategies Group
Colorado
$277K -$1.59K -16 -0.6%
EFH
1792
Eaton Financial Holdings
Florida
$276K +$42.8K +430 +18%
AFO
1793
Allie Family Office
Florida
$276K – – –
BOM
1794
Bank of Marin
California
$276K – – –
KCM
1795
Kathmere Capital Management
Pennsylvania
$276K +$2.49K +25 +0.9%
WRPWM
1796
Werba Rubin Papier Wealth Management
California
$274K +$1.59K +16 +0.6%
SIA
1797
Sovereign Investment Advisors
Arizona
$269K +$269K +2,702 New
AIP
1798
ARS Investment Partners
New York
$269K – – –
SWM
1799
SFG Wealth Management
Maryland
$269K -$997 -10 -0.4%
CWM
1800
Certus Wealth Management
California
$269K +$269K +2,696 New
70 71
72
73 74