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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 %
AIP
1801
ARS Investment Partners
New York
$261K – – –
SC
1802
Scotia Capital
Ontario, Canada
$260K -$42.7K -442 -14%
AWM
1803
Aries Wealth Management
Maine
$260K – – –
WC
1804
Waterloo Capital
Texas
$260K +$260K +2,685 New
AWA
1805
Acorn Wealth Advisors
Michigan
$259K -$18.4K -190 -7%
PCA
1806
Pallas Capital Advisors
Massachusetts
$258K – – –
PA
1807
Parkside Advisors
California
$258K +$387 +4 +0.2%
RWM
1808
Revisor Wealth Management
Ohio
$257K +$257K +2,661 New
TWP
1809
Tempus Wealth Planning
California
$257K +$27.9K +288 +12%
TCM
1810
True Capital Management
California
$256K +$5.32K +55 +2%
MWM
1811
Merriman Wealth Management
Washington
$255K -$4.55K -47 -2%
TA
1812
Tiedemann Advisors
New York
$255K -$48.5K -502 -16%
PIA
1813
Petredis Investment Advisors
Pennsylvania
$254K – – –
BW
1814
Bison Wealth
Georgia
$253K +$30K +326 +13%
BAMG
1815
Brand Asset Management Group
Missouri
$253K – – –
CWM
1816
Concentric Wealth Management
California
$253K +$2.03K +21 +0.8%
ICM
1817
Islay Capital Management
Texas
$252K -$714K -7,384 -74%
VWM
1818
Vigilare Wealth Management
Arizona
$251K +$290 +3 +0.1%
PD
1819
Planning Directions
Pennsylvania
$251K +$773 +8 +0.3%
CWM
1820
Capital Wealth Management
Rhode Island
$251K -$3.04M -31,468 -92%
FWI
1821
Facet Wealth Inc
Maryland
$251K -$37.4K -387 -13%
OMC
1822
Old Mission Capital
Illinois
$250K +$30.8K +319 +14%
GC
1823
Gratus Capital
Georgia
$250K -$35K -362 -12%
ZIG
1824
Zullo Investment Group
Pennsylvania
$250K -$57.8K -598 -19%
FA
1825
Fermata Advisors
California
$249K -$67.8K -701 -21%
71 72
73
74 75