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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
$911M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$2.76B
3
US Bancorp
US Bancorp
Minnesota
$844M
4
Bank of New York Mellon
Bank of New York Mellon
New York
$1.47B
5
RJA
Raymond James & Associates
Florida
$845M

Top Sellers

1
HNB
Huntington National Bank
Ohio
$255M
2
CAM
Cresset Asset Management
Illinois
$178M
3
CCMG
Clark Capital Management Group
Pennsylvania
$352K
4
HI
Horizon Investments
North Carolina
$43.8M
5
BlackRock
BlackRock
New York
$768M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCWM
176
Bartlett & Co Wealth Management
Ohio
$29.9M +$2.5M +25,805 +9%
BC
177
Bartlett & Co
Ohio
$29.9M +$2.5M +25,805 +9%
Public Sector Pension Investment Board (PSP Investments)
178
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$29.5M -$38.2M -394,605 -56%
TWM
179
Tanglewood Wealth Management
Texas
$29.4M +$12.3M +126,774 +72%
AIA
180
Ally Invest Advisors
North Carolina
$29.1M +$295K +3,049 +1%
NA
181
Nottingham Advisors
New York
$29M +$2.24M +23,127 +8%
FMC
182
First Merchants Corp
Indiana
$28.8M +$1.14M +11,834 +4%
PA
183
Planning Alternatives
Michigan
$28.8M +$148K +1,532 +0.5%
GLLW
184
Graves Light Lenhart Wealth
Virginia
$28.6M +$1.21M +12,547 +4%
SWPG
185
Strategic Wealth Partners Group
Illinois
$28.5M +$2.54M +27,543 +10%
HWA
186
HCR Wealth Advisors
California
$27.9M +$117K +1,207 +0.4%
CCWA
187
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$27.1M -$959K -9,918 -3%
GBT
188
Grove Bank & Trust
Florida
$27.1M -$697K -7,210 -3%
MLFP
189
MPS Loria Financial Planners
Illinois
$26.8M +$6.42M +66,403 +31%
CIA
190
Capital Investment Advisors
Georgia
$26.8M -$185K -1,913 -0.7%
OIA
191
OneDigital Investment Advisors
Kansas
$26.6M -$2.49M -25,745 -9%
HL
192
HeadInvest LLC
Maine
$26.5M +$43.8K +453 +0.2%
HS
193
Horan Securities
United States
$26.4M +$2.01M +20,769 +8%
CCFCSB
194
Cape Cod Five Cents Savings Bank
Massachusetts
$26.4M +$1.22M +12,589 +5%
MCWS
195
McKinley Carter Wealth Services
West Virginia
$26.2M -$415K -4,288 -2%
SPC
196
Sigma Planning Corp
Michigan
$26.1M -$236K -2,439 -0.9%
CAAS
197
Capital Asset Advisory Services
Michigan
$26M +$364K +3,768 +1%
MA
198
MCF Advisors
Kentucky
$26M +$1.6M +16,562 +7%
MFG
199
Magnus Financial Group
New York
$25.8M +$2.57M +26,560 +11%
AllianceBernstein
200
AllianceBernstein
Tennessee
$25.8M +$318K +3,292 +1%
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