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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
1
Northwestern Mutual Wealth Management
Wisconsin
$2.98B
2
CCMG
2
Clark Capital Management Group
Pennsylvania
$129M
3
AAS
3
Annex Advisory Services
Wisconsin
$115M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$1.61B
5
CAM
5
Cresset Asset Management
Illinois
$285M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1B
2
US Bancorp
2
US Bancorp
Minnesota
$516M
3
HNB
3
Huntington National Bank
Ohio
$237M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.33B
5
Wells Fargo
5
Wells Fargo
California
$1.68B
Name Holding Trade Value Shares
Change 		Shares
Change %
RWM
176
RKL Wealth Management
Pennsylvania
$31.8M +$708K +7,101 +2%
Fiera Capital (Canada)
177
Fiera Capital (Canada)
Quebec, Canada
$31.4M +$443K +4,450 +1%
Brown Advisory
178
Brown Advisory
Maryland
$31.3M -$22.8M -228,844 -42%
CA
179
Cetera Advisors
Colorado
$31.3M -$9.07M -90,990 -22%
SWPG
180
Strategic Wealth Partners Group
Illinois
$31M +$218K +2,189 +0.7%
ERWM
181
Elk River Wealth Management
Colorado
$30.9M -$529K -5,309 -2%
SW
182
SVB Wealth
Massachusetts
$30.5M -$8.54M -85,699 -22%
AIA
183
Ally Invest Advisors
North Carolina
$30.5M +$506K +5,073 +2%
FMC
184
First Merchants Corp
Indiana
$30.4M +$658K +6,608 +2%
GLLW
185
Graves Light Lenhart Wealth
Virginia
$30M +$469K +4,705 +2%
PA
186
Planning Alternatives
Michigan
$29.9M +$142K +1,424 +0.5%
SWM
187
Stockman Wealth Management
Montana
$29.7M +$5.75M +57,739 +24%
GBT
188
Grove Bank & Trust
Florida
$29.4M +$1.57M +15,781 +6%
CCFCSB
189
Cape Cod Five Cents Savings Bank
Massachusetts
$29M +$1.84M +18,493 +7%
HWA
190
HCR Wealth Advisors
California
$28.8M +$124K +1,248 +0.4%
BP
191
Ballentine Partners
Massachusetts
$28.8M -$3.1M -31,109 -10%
CCWA
192
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$28.7M +$744K +7,464 +3%
PI
193
PFS Investments
Georgia
$28.7M +$14.8M +148,741 +107%
MLFP
194
MPS Loria Financial Planners
Illinois
$28M +$335K +3,362 +1%
MA
195
MCF Advisors
Kentucky
$27.9M +$1.12M +11,239 +4%
Legal & General Group
196
Legal & General Group
United Kingdom
$27.6M -$10.2M -102,240 -27%
CAAS
197
Capital Asset Advisory Services
Michigan
$27.6M +$344K +3,394 +1%
HL
198
HeadInvest LLC
Maine
$27.3M -$626K -6,134 -2%
PA
199
Pinnacle Associates
New York
$27.2M +$2.12M +21,323 +8%
FFA
200
Fi3 Financial Advisors
Indiana
$27M +$7.28M +73,071 +37%
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