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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 %
NBT
2076
Northwest Bank & Trust
Iowa
$4.98K +$4.98K +50 New
RTL
2077
Red Tortoise LLC
Georgia
$3.99K – – –
IF
2078
Integrity Financial
Wyoming
$3.99K – – –
AWM
2079
Atticus Wealth Management
Florida
$3.79K -$4.98K -50 -57%
WAM
2080
Worth Asset Management
Texas
$3.39K – – –
SIC
2081
SJS Investment Consulting
Ohio
$3.19K – – –
TVWM
2082
Tower View Wealth Management
Wisconsin
$3K – – –
OAJ
2083
Ogorek Anthony Joseph
New York
$3K – – –
AWM
2084
AllSquare Wealth Management
New York
$2.9K +$2.9K +31 New
WAM
2085
WFA Asset Management
Wisconsin
$2.74K – – –
HI
2086
Hoey Investments
Pennsylvania
$2.09K – – –
C
2087
Covestor
United Kingdom
$2K -$316 -3 -14%
EA
2088
Evolution Advisers
Virginia
$2K – – –
IBOK
2089
Independence Bank of Kentucky
Kentucky
$1.99K – – –
GG
2090
Gleason Group
Kentucky
$1.78K – – –
EAM
2091
Eukles Asset Management
Ohio
$1.59K +$1.59K +16 New
ACA
2092
Atlas Capital Advisors
Wyoming
$896 – – –
FGAM
2093
Financial Gravity Asset Management
Texas
$838 +$3 +26 +0.3%
RI
2094
Ridgewood Investments
New Jersey
$698 – – –
EARNEST Partners
2095
EARNEST Partners
Georgia
$100 +$100 +1 New
TWM
2096
Tanglewood Wealth Management
Texas
– -$29.4M -303,810 Closed
CIA
2097
Capital Investment Advisors
Georgia
– -$26.8M -276,778 Closed
SPP
2098
Single Point Partners
Massachusetts
– -$22.6M -233,511 Closed
TPSF
2099
Texas Permanent School Fund
Texas
– -$22.2M -229,953 Closed
MCM
2100
Monument Capital Management
Virginia
– -$19.1M -197,895 Closed
82 83
84
85 86