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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 %
AWM
1801
Aries Wealth Management
Maine
$268K – – –
TCB
1802
Texas Capital Bancshares
Texas
$266K -$19.3K -194 -7%
DI
1803
DAGCO Inc
Ohio
$266K -$39.6K -397 -13%
PA
1804
Parkside Advisors
California
$265K -$399 -4 -0.1%
RWM
1805
Ritholtz Wealth Management
New York
$263K +$263K +2,640 New
BWM
1806
BCGM Wealth Management
Indiana
$263K +$263K +2,640 New
CWP
1807
Corepath Wealth Partners
Arizona
$263K -$38.8K -380 -13%
BAMG
1808
Brand Asset Management Group
Missouri
$263K +$1.69K +17 +0.6%
SGWM
1809
Sterling Group Wealth Management
California
$261K +$261K +2,621 New
PD
1810
Planning Directions
Pennsylvania
$260K +$699 +7 +0.3%
BIP
1811
Blueprint Investment Partners
North Carolina
$260K -$1.25M -12,516 -83%
CWM
1812
Capital Wealth Management
Rhode Island
$258K – – –
ACI
1813
Alpha Cubed Investments
California
$258K +$18K +181 +8%
AWA
1814
Acorn Wealth Advisors
Michigan
$258K -$8.97K -90 -3%
ZIG
1815
Zullo Investment Group
Pennsylvania
$257K +$100 +1 +0%
GC
1816
Gratus Capital
Georgia
$257K – – –
APC
1817
Asset Planning Corporation
Tennessee
$257K +$299 +3 +0.1%
SCM
1818
Stordahl Capital Management
Colorado
$254K – – –
HBW
1819
Hazlett, Burt & Watson
West Virginia
$254K +$896 +9 +0.4%
PWM
1820
Penobscot Wealth Management
Maine
$253K +$6.98K +70 +3%
MFG
1821
Midwest Financial Group
Kansas
$253K +$41.1K +413 +19%
GKIM
1822
GW&K Investment Management
Massachusetts
$253K +$41.6K +418 +20%
TWP
1823
Tempus Wealth Planning
California
$253K -$12.4K -124 -5%
VCM
1824
Vigilant Capital Management
Maine
$250K +$86.9K +873 +53%
SWMP
1825
Signature Wealth Management Partners
New Jersey
$250K +$100 +1 +0%
71 72
73
74 75