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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 %
LCM
1926
LVM Capital Management
Michigan
$201K +$201K +2,083 New
ANB
1927
Amarillo National Bank
Texas
$201K +$201K +2,076 New
VWA
1928
VERITY Wealth Advisors
United States
$200K -$12.4K -128 -6%
GA
1929
GoalVest Advisory
New York
$197K -$8.61K -89 -4%
RMC
1930
Resources Management Corp
Connecticut
$194K +$190K +4,269 +5,270%
FMTCOCP
1931
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$191K – – –
WC
1932
Wealth CMT
New Jersey
$183K +$183K +1,888 New
LCM
1933
Logan Capital Management
Pennsylvania
$181K -$2.03K -21 -1%
RG
1934
Retirement Group
California
$180K +$582 +6 +0.3%
NF
1935
Norwood Financial
Pennsylvania
$180K -$22.7K -235 -11%
FFA
1936
Founders Financial Alliance
North Carolina
$177K -$89.7K -932 -34%
WFA
1937
WestHill Financial Advisors
California
$175K +$97 +1 +0.1%
IRAG
1938
Investment Research & Advisory Group
Georgia
$166K – – –
WWM
1939
Wagner Wealth Management
South Carolina
$163K +$28K +290 +21%
BWL
1940
Bogart Wealth LLC
Virginia
$163K +$62.2K +643 +62%
GI
1941
Gradient Investments
Minnesota
$161K -$20.6K -213 -11%
RFA
1942
Register Financial Advisors
Georgia
$161K -$8.03K -83 -5%
VCM
1943
Vigilant Capital Management
Maine
$158K -$52.1K -540 -25%
OIA
1944
Optimum Investment Advisors
Illinois
$158K – – –
AWM
1945
Activest Wealth Management
Florida
$154K +$154K +1,610 New
HWA
1946
HHM Wealth Advisors
Tennessee
$154K +$580 +6 +0.4%
AA
1947
Addison Advisors
Vermont
$150K – – –
FFC
1948
First Financial Corp
Indiana
$144K -$4.35K -45 -3%
DAC
1949
Dividend Assets Capital
South Carolina
$143K – – –
WBC
1950
West Branch Capital
Massachusetts
$142K -$28K -289 -16%
76 77
78
79 80