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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 %
VCM
1951
Versant Capital Management
Arizona
$137K +$118K +1,225 +645%
JGIA
1952
Jackson Grant Investment Advisers
Connecticut
$136K +$45.4K +470 +50%
FAM
1953
Family Asset Management
South Carolina
$134K +$9.87K +102 +8%
MFA
1954
Morling Financial Advisors
California
$134K +$68.5K +709 +105%
FRA
1955
Front Row Advisors
California
$134K – – –
LB
1956
Legacy Bridge
Iowa
$125K – – –
GIP
1957
Granite Investment Partners
California
$123K – – –
SCA
1958
Stonebridge Capital Advisors
Minnesota
$120K +$12.3K +127 +11%
CIA
1959
Cape Investment Advisory
Georgia
$120K +$120K +1,237 New
SAM
1960
S.A. Mason
Michigan
$114K -$193K -2,000 -63%
POIA
1961
Pin Oak Investment Advisors
Texas
$114K – – –
MCM
1962
Manchester Capital Management
Vermont
$114K – – –
GFPC
1963
Global Financial Private Client
Florida
$112K -$774 -8 -0.7%
BONH
1964
Bank of New Hampshire
New Hampshire
$111K – – –
BBPWM
1965
Blue Bell Private Wealth Management
Pennsylvania
$110K +$64.8K +670 +142%
EWM
1966
Endurance Wealth Management
Rhode Island
$110K – – –
EK
1967
Evensky & Katz
Florida
$107K -$6.08K -63 -5%
Kayne Anderson Rudnick Investment Management
1968
Kayne Anderson Rudnick Investment Management
California
$107K +$8.81K +91 +9%
SWM
1969
Sugarloaf Wealth Management
Georgia
$106K -$16.4K -169 -13%
RA
1970
Rise Advisors
New York
$103K -$8.41K -87 -8%
CCP
1971
Clarkston Capital Partners
Michigan
$102K -$107K -1,102 -51%
PSB
1972
Piscataqua Savings Bank
New Hampshire
$98.6K -$19.3K -200 -16%
WTA
1973
Washington Trust Advisors
Massachusetts
$95K -$9.67K -100 -9%
PAIM
1974
Punch & Associates Investment Management
Minnesota
$94.5K -$17.6K -182 -16%
MBFW
1975
Morton Brown Family Wealth
Pennsylvania
$94.2K +$387 +4 +0.4%
77 78
79
80 81