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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 %
TWA
1876
Trellis Wealth Advisors
California
$227K +$299 +3 +0.1%
SWM
1877
Sugarloaf Wealth Management
Georgia
$227K +$118K +1,182 +108%
MWA
1878
Meridian Wealth Advisors
Texas
$226K +$100 +1 +0%
GG
1879
GenWealth Group
New Jersey
$225K +$399 +4 +0.2%
ICM
1880
Islay Capital Management
Texas
$225K -$34.5K -346 -13%
BWP
1881
Bernardo Wealth Planning
Pennsylvania
$224K -$4.58K -46 -2%
SCP
1882
Syntal Capital Partners
Texas
$222K – – –
KWM
1883
Kaydan Wealth Management
Michigan
$222K +$222K +2,227 New
IFAM
1884
Institutional & Family Asset Management
Colorado
$220K -$264K -2,651 -55%
NB
1885
Northwest Bancshares
Pennsylvania
$220K +$220K +2,205 New
RIG
1886
RiverFront Investment Group
Virginia
$219K -$21.7M -217,817 -99%
SA
1887
SRH Advisors
Kansas
$219K – – –
KFA
1888
Kapstone Financial Advisors
Ohio
$219K -$1.26K -12 -0.6%
BWA
1889
Blodgett Wealth Advisors
California
$219K – – –
CFO
1890
Collective Family Office
Pennsylvania
$216K -$57.5K -577 -21%
JWM
1891
JGP Wealth Management
Oregon
$215K -$32.9K -330 -13%
SF
1892
Symphony Financial
Texas
$215K +$215K +2,171 New
RWG
1893
Regal Wealth Group
California
$214K -$40.6K -413 -16%
EGA
1894
E&G Advisors
Texas
$213K – – –
BWM
1895
BNC Wealth Management
Oregon
$213K +$598 +6 +0.3%
NWM
1896
Northwest Wealth Management
Iowa
$213K -$44.1K -443 -17%
MWA
1897
Motive Wealth Advisors
Michigan
$213K – – –
HFS
1898
Heritage Financial Services
Massachusetts
$211K -$10.9K -109 -5%
CIBC Asset Management
1899
CIBC Asset Management
Ontario, Canada
$210K – – –
IFWM
1900
Institute for Wealth Management
Colorado
$209K -$38.2K -383 -15%
74 75
76
77 78