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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 %
Two Sigma Advisers
2101
Two Sigma Advisers
New York
– -$15.9M -164,200 Closed
HWA
2102
Hilltop Wealth Advisors
North Carolina
– -$13M -134,611 Closed
HFRG
2103
Houlihan Financial Resource Group
Virginia
– -$11.7M -121,291 Closed
EL
2104
EQ LLC
Washington
– -$11.7M -120,737 Closed
LBIM
2105
Land & Buildings Investment Management
Connecticut
– -$10.6M -109,900 Closed
YCM
2106
Yousif Capital Management
Michigan
– -$6.86M -70,895 Closed
BGDI
2107
BW Gestao de Investimentos
Brazil
– -$6.49M -67,165 Closed
WS
2108
Wela Strategies
Georgia
– -$6.02M -62,300 Closed
Susquehanna International Group
2109
Susquehanna International Group
Pennsylvania
– -$5.94M -61,441 Closed
RIA
2110
RPG Investment Advisory
California
– -$5.78M -59,741 Closed
QFA
2111
Quattro Financial Advisors
Texas
– -$5.39M -55,927 Closed
MWM
2112
MorganRosel Wealth Management
Colorado
– -$4.85M -50,119 Closed
CM
2113
Cercano Management
Washington
– -$4.72M -48,845 Closed
MCIA
2114
Mountain Capital Investment Advisors
Colorado
– -$4.5M -46,807 Closed
AWC
2115
Abundance Wealth Counselors
Pennsylvania
– -$4M -41,342 Closed
LWMNY
2116
Landmark Wealth Management (New York)
New York
– -$3.43M -35,503 Closed
SAM
2117
Simplify Asset Management
Nevada
– -$3.33M -34,463 Closed
GSB
2118
Greenfield Savings Bank
Massachusetts
– -$3.32M -34,372 Closed
NSB
2119
Norway Savings Bank
Maine
– -$3.27M -33,821 Closed
ACM
2120
Ashford Capital Management
Delaware
– -$2.82M -29,181 Closed
NWA
2121
Navis Wealth Advisors
New York
– -$2.62M -27,046 Closed
TFG
2122
Tilson Financial Group
New Jersey
– -$2.35M -24,305 Closed
Mackenzie Financial
2123
Mackenzie Financial
Ontario, Canada
– -$2.21M -22,857 Closed
SA
2124
Scarborough Advisors
Maryland
– -$2.04M -21,094 Closed
AWM
2125
Alterna Wealth Management
Texas
– -$2M -20,718 Closed
83 84
85
86 87