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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 %
CWP
1901
Concord Wealth Partners
Virginia
$215K -$51.3K -531 -19%
HFS
1902
Heritage Financial Services
Massachusetts
$215K +$870 +9 +0.4%
SAM
1903
Secure Asset Management
Michigan
$215K -$49.4K -511 -19%
APP
1904
Avantax Planning Partners
Iowa
$214K +$214K +2,214 New
LF
1905
Lantz Financial
Illinois
$214K -$546K -5,649 -72%
MFWP
1906
Mosaic Family Wealth Partners
Missouri
$213K -$140K -1,446 -40%
BWA
1907
Blodgett Wealth Advisors
California
$212K – – –
WIC
1908
Woodmont Investment Counsel
Tennessee
$210K – – –
BWM
1909
BCS Wealth Management
Tennessee
$210K +$210K +2,171 New
ACIM
1910
Azimuth Capital Investment Management
Michigan
$207K +$207K +2,139 New
FPCP
1911
Fort Point Capital Partners
California
$207K – – –
EGA
1912
E&G Advisors
Texas
$207K +$207K +2,138 New
MWA
1913
Motive Wealth Advisors
Michigan
$206K -$619K -6,402 -75%
AIS
1914
AM Investment Strategies
Tennessee
$206K – – –
MFG
1915
Midwest Financial Group
Kansas
$206K +$206K +2,128 New
BWM
1916
BNC Wealth Management
Oregon
$206K +$206K +2,130 New
BCA
1917
Bay Colony Advisors
Massachusetts
$206K -$75K -790 -27%
EA
1918
Eclectic Associates
California
$205K +$205K +2,123 New
GKIM
1919
GW&K Investment Management
Massachusetts
$205K +$99.3K +1,028 +94%
IWA
1920
Inspirion Wealth Advisors
Illinois
$204K +$204K +2,114 New
SWA
1921
SFMG Wealth Advisors
Texas
$204K +$204K +2,112 New
CIBC Asset Management
1922
CIBC Asset Management
Ontario, Canada
$204K +$204K +2,110 New
Simplex Trading
1923
Simplex Trading
Illinois
$203K +$203K +2,102 New
KFA
1924
Kapstone Financial Advisors
Ohio
$202K – – –
AC
1925
AlphaCore Capital
California
$201K -$98.9K -1,023 -33%
75 76
77
78 79