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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 %
CA
1876
CGN Advisors
Kansas
$227K +$227K +2,343 New
EFH
1877
Eaton Financial Holdings
Florida
$226K -$27.3K -282 -11%
BFA
1878
BMS Financial Advisors
South Dakota
$226K -$2.47M -25,543 -92%
AWM
1879
Aberdeen Wealth Management
Illinois
$225K – – –
WFA
1880
Wade Financial Advisory
California
$225K – – –
CA
1881
Carson Advisory
Georgia
$225K +$7.64K +79 +4%
BL
1882
BFSG LLC
California
$225K -$773 -8 -0.3%
AAM
1883
Augustine Asset Management
Florida
$224K +$4.64K +48 +2%
NFP
1884
NorthLanding Financial Partners
New York
$224K +$224K +2,318 New
NFSG
1885
Newbridge Financial Services Group
Florida
$224K -$45K -465 -17%
VCM
1886
Virtue Capital Management
Tennessee
$224K -$8.71K -95 -4%
SMH
1887
Sanders Morris Harris
Texas
$223K +$223K +2,306 New
BFC
1888
Bedel Financial Consulting
Indiana
$223K +$12.7K +131 +6%
NCM
1889
Northwest Capital Management
Oregon
$222K -$82.1K -849 -27%
BWP
1890
Bernardo Wealth Planning
Pennsylvania
$221K -$18K -186 -8%
SIMG
1891
Sonora Investment Management Group
Arizona
$221K +$221K +2,289 New
PIFP
1892
Partners in Financial Planning
Virginia
$221K +$193 +2 +0.1%
GHAM
1893
Gilman Hill Asset Management
Connecticut
$221K -$2.9K -30 -1%
TWA
1894
Trellis Wealth Advisors
California
$220K +$220K +2,274 New
MWA
1895
Meridian Wealth Advisors
Texas
$220K -$668K -6,906 -75%
IPAM
1896
ICICI Prudential Asset Management
India
$219K +$219K +2,270 New
SA
1897
SRH Advisors
Kansas
$219K -$47.3K -489 -18%
GG
1898
GenWealth Group
New Jersey
$218K -$3K -31 -1%
SCP
1899
Syntal Capital Partners
Texas
$216K – – –
RCG
1900
Resource Consulting Group
Florida
$215K – – –
74 75
76
77 78