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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 %
MCI
2126
MRP Capital Investments
Georgia
– -$2.06M -23,843 Closed
H
2127
HoyleCohen
California
– -$1.96M -20,710 Closed
DLHL
2128
Donald L. Hagan LLC
Florida
– -$1.66M -17,504 Closed
SWP
2129
ShoreHaven Wealth Partners
New Jersey
– -$1.51M -15,928 Closed
PA
2130
Paragon Advisors
Texas
– -$1.35M -14,216 Closed
WF
2131
Williams Financial
Vermont
– -$1.33M -14,075 Closed
PFA
2132
Pinnacle Family Advisors
Missouri
– -$1.21M -12,785 Closed
WAS
2133
Wealth Advisory Solutions
Indiana
– -$1.1M -11,598 Closed
SOADOR
2134
State of Alaska Department of Revenue
Alaska
– -$1.08M -11,360 Closed
FWP
2135
Firethorn Wealth Partners
Georgia
– -$889K -9,398 Closed
AFA
2136
Arlington Financial Advisors
California
– -$848K -8,960 Closed
Renaissance Technologies
2137
Renaissance Technologies
New York
– -$833K -8,800 Closed
WIM
2138
WealthPlan Investment Management
Nebraska
– -$902K -8,589 Closed
BCM
2139
Bayesian Capital Management
New York
– -$789K -8,339 Closed
MLA
2140
My Legacy Advisors
Oregon
– -$729K -6,785 Closed
MWA
2141
MFA Wealth Advisors
Pennsylvania
– -$617K -6,520 Closed
SPAS
2142
Spectrum Planning & Advisory Services
California
– -$615K -6,496 Closed
FMI
2143
Fiduciary Management Inc
Wisconsin
– -$556K -5,878 Closed
OFG
2144
OmniStar Financial Group
North Carolina
– -$491K -5,190 Closed
CAM
2145
Concorde Asset Management
Michigan
– -$481K -5,079 Closed
T
2146
TRUADVICE
Florida
– -$457K -4,520 Closed
FC
2147
Financial Consulate
Maryland
– -$427K -4,510 Closed
CA
2148
Calton & Associates
Florida
– -$421K -4,451 Closed
HCMT
2149
Highland Capital Management (Tennessee)
Tennessee
– -$409K -4,320 Closed
SW
2150
Simplicity Wealth
New Jersey
– -$391K -4,136 Closed
84 85
86
87 88