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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 %
TB
1851
Terril Brothers
Missouri
$236K – – –
TWA
1852
TCI Wealth Advisors
Arizona
$236K -$1.35K -14 -0.6%
NCM
1853
Northside Capital Management
Oregon
$236K +$870 +9 +0.4%
GP
1854
Girard Partners
Pennsylvania
$236K -$51.4K -532 -18%
SC
1855
SouthState Corp
Florida
$235K -$38.2K -395 -14%
FVCM
1856
F&V Capital Management
Florida
$234K +$965 +10 +0.4%
PRWA
1857
Platte River Wealth Advisors
Colorado
$234K +$6.29K +65 +3%
SCM
1858
Schnieders Capital Management
California
$233K – – –
SLG
1859
Stanley-Laman Group
Pennsylvania
$233K +$11.2K +116 +5%
ACI
1860
Alpha Cubed Investments
California
$233K +$233K +2,406 New
KFS
1861
Kelly Financial Services
Massachusetts
$232K -$3.59M -37,141 -94%
PIM
1862
Progressive Investment Management
Oregon
$232K – – –
CK
1863
Cohen Klingenstein
New York
$232K – – –
NHC
1864
Nicholas Hoffman & Company
Georgia
$232K -$8.51K -88 -4%
LWP
1865
Lumature Wealth Partners
Georgia
$232K – – –
KWM
1866
KFG Wealth Management
Indiana
$231K +$231K +2,405 New
WCG
1867
Weaver Consulting Group
California
$230K -$2.61K -27 -1%
MFG
1868
MidWestOne Financial Group
Iowa
$230K +$230K +2,380 New
TFA
1869
Tranquilli Financial Advisor
New Jersey
$229K -$2.43M -25,149 -91%
MCA
1870
Maryland Capital Advisors
Maryland
$229K -$1.26K -13 -0.5%
SP
1871
Successful Portfolios
Florida
$229K -$29.1K -301 -11%
RJTCONH
1872
Raymond James Trust Company of New Hampshire
New Hampshire
$228K -$83.4K -861 -27%
CIS
1873
Connors Investor Services
Pennsylvania
$228K – – –
Tudor Investment Corp
1874
Tudor Investment Corp
Connecticut
$228K +$228K +2,358 New
IAG
1875
Investmark Advisory Group
Connecticut
$227K +$870 +9 +0.4%
73 74
75
76 77