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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 %
LFA
2026
Level Financial Advisors
New York
$31K -$21.1K -218 -40%
PK
2027
Pflug Koory
Nebraska
$30.5K – – –
DMKJ
2028
David M. Knott Jr
$30K – – –
CBT
2029
CoreFirst Bank & Trust
Kansas
$29K – – –
BFA
2030
BBJS Financial Advisors
Washington
$28.8K – – –
RTC
2031
Riverview Trust Company
Washington
$28.7K – – –
PGAM
2032
Princeton Global Asset Management
New Jersey
$28.5K +$28.5K +295 New
BCPWM
2033
Bradley & Co Private Wealth Management
Florida
$28K – – –
HWP
2034
Highline Wealth Partners
California
$27.1K – – –
MFG
2035
Mendota Financial Group
Wisconsin
$25.5K – – –
GWM
2036
Grand Wealth Management
Michigan
$25.4K – – –
FMB
2037
Field & Main Bank
Kentucky
$24.7K – – –
PFSC
2038
Peoples Financial Services Corp
Pennsylvania
$24.2K – – –
JWM
2039
Janiczek Wealth Management
Colorado
$23.7K – – –
TWD
2040
True Wealth Design
Ohio
$23.2K – – –
HFS
2041
Hantz Financial Services
Michigan
$23K +$18.3K +190 +388%
TFA
2042
Toth Financial Advisory
Virginia
$22.8K +$97 +1 +0.4%
IAS
2043
IMA Advisory Services
Colorado
$22.4K – – –
BEI
2044
Benjamin Edwards Inc
Missouri
$22K -$16.8K -170 -43%
LJHT
2045
Laurie J. Hall Trustee
$22K – – –
IRC
2046
Investors Research Corp
Georgia
$21.9K – – –
NG
2047
NWK Group
California
$21.8K – – –
HWA
2048
Heritage Wealth Advisors
Virginia
$19.3K +$19.3K +200 New
BL
2049
Balentine LLC
Georgia
$19.2K -$33.8K -350 -64%
BHWM
2050
Beaird Harris Wealth Management
Texas
$19.1K -$2.52K -26 -12%
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