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

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1B
2
US Bancorp
US Bancorp
Minnesota
$516M
3
HNB
Huntington National Bank
Ohio
$237M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$1.33B
5
Wells Fargo
Wells Fargo
California
$1.68B
Name Holding Trade Value Shares
Change 		Shares
Change %
CYG
1976
Clean Yield Group
Vermont
$79.7K – – –
SFCL
1977
Strengthening Families & Communities LLC
Massachusetts
$78K -$199 -2 -0.3%
FCMT
1978
Founders Capital Management (Texas)
Texas
$77.3K +$100 +1 +0.1%
DCM
1979
Disciplina Capital Management
Tennessee
$77.1K – – –
TAIM
1980
TD Ameritrade Investment Management
Nebraska
$76K -$4.21K -42 -5%
SHIM
1981
Stone House Investment Management
Pennsylvania
$74K +$1.2K +12 +2%
BCV
1982
Banque Cantonale Vaudoise
Switzerland
$74K – – –
OSNBOA
1983
Old Second National Bank of Aurora
Illinois
$73.1K – – –
AIM
1984
Anchor Investment Management
South Carolina
$72.8K – – –
QC
1985
Quent Capital
New York
$69.1K – – –
HCP
1986
Hexagon Capital Partners
Arkansas
$67.9K – – –
SC
1987
Stephens Consulting
Michigan
$65.4K -$18.9K -190 -22%
DI
1988
Disciplined Investments
Oklahoma
$64K -$14.3K -143 -18%
PSB
1989
Piscataqua Savings Bank
New Hampshire
$63.3K -$38.4K -385 -38%
RCM
1990
Raleigh Capital Management
North Carolina
$63.2K -$11.9K -119 -16%
HPIA
1991
Hamilton Point Investment Advisors
North Carolina
$59.8K – – –
MCM
1992
Mill Capital Management
North Carolina
$59.8K – – –
SVCP
1993
Silicon Valley Capital Partners
California
$58.2K -$13.2K -132 -18%
MFA
1994
McClarren Financial Advisors
Pennsylvania
$56K +$6.55K +66 +13%
NRG
1995
Nemes Rush Group
Michigan
$55.7K +$55.7K +559 New
FPFS
1996
First Personal Financial Services
North Carolina
$54.2K – – –
CH
1997
Canton Hathaway
Rhode Island
$53K – – –
CAM
1998
Costello Asset Management
Pennsylvania
$51.6K +$1.5K +15 +3%
ICM
1999
Intrepid Capital Management
Florida
$49.8K +$49.8K +500 New
BSWA
2000
Bromfield Sneider Wealth Advisors
Massachusetts
$49.1K +$100 +1 +0.2%
78 79
80
81 82