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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
1
Envestnet Asset Management
Illinois
$911M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$2.76B
3
US Bancorp
3
US Bancorp
Minnesota
$844M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$1.47B
5
RJA
5
Raymond James & Associates
Florida
$845M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$255M
2
CAM
2
Cresset Asset Management
Illinois
$178M
3
CCMG
3
Clark Capital Management Group
Pennsylvania
$352K
4
HI
4
Horizon Investments
North Carolina
$43.8M
5
BlackRock
5
BlackRock
New York
$768M
Name Holding Trade Value Shares
Change 		Shares
Change %
IBOK
2101
Independence Bank of Kentucky
Kentucky
$1.93K -$8.12K -84 -81%
GG
2102
Gleason Group
Kentucky
$1.72K – – –
ACA
2103
Atlas Capital Advisors
Wyoming
$870 +$193 +2 +29%
WPWM
2104
Western Pacific Wealth Management
Illinois
$870 +$870 +9 New
FGAM
2105
Financial Gravity Asset Management
Texas
$776 +$767 +8,057 +8,481%
RI
2106
Ridgewood Investments
New Jersey
$677 +$677 +7 New
SFSG
2107
Sound Financial Strategies Group
Mississippi
$677 +$677 +7 New
SFCL
2108
Strengthening Families & Communities LLC
Massachusetts
$76 -$5 -54 -6%
SWM
2109
SigFig Wealth Management
California
– -$69.8M -722,800 Closed
WA
2110
Watchtower Advisors
Connecticut
– -$14.7M -154,907 Closed
SG
2111
StoneX Group
New York
– -$11.1M -117,431 Closed
NAG
2112
Northstar Advisory Group
New Jersey
– -$7.98M -84,284 Closed
GMA
2113
Glassy Mountain Advisors
Maryland
– -$4.43M -46,798 Closed
LGWM
2114
Litman Gregory Wealth Management
California
– -$3.71M -39,233 Closed
APW
2115
Austin Private Wealth
Texas
– -$3.57M -37,765 Closed
SHJ
2116
Sharkey, Howes & Javer
Colorado
– -$3.17M -33,464 Closed
WWG
2117
West Wealth Group
California
– -$2.97M -31,367 Closed
BEC
2118
Blue Edge Capital
Virginia
– -$2.8M -29,621 Closed
HAS
2119
HBW Advisory Services
California
– -$2.53M -26,731 Closed
HPC
2120
Hobart Private Capital
North Carolina
– -$2.44M -25,798 Closed
PAM
2121
Premier Asset Management
Illinois
– -$2.39M -25,303 Closed
NRA
2122
NSI Retail Advisors
Pennsylvania
– -$2.29M -24,200 Closed
CA
2123
CSM Advisors
Pennsylvania
– -$2.29M -24,200 Closed
KFSC
2124
Keystone Financial Services (Colorado)
Colorado
– -$2.51M -24,192 Closed
BFG
2125
Buttonwood Financial Group
Missouri
– -$2.28M -24,082 Closed
83 84
85
86 87