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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 %
AC
2126
Anson Capital
Georgia
– -$1.82M -18,870 Closed
FFWM
2127
Future Financial Wealth Management
Ohio
– -$1.64M -16,989 Closed
SFMG
2128
Sage Financial Management Group
Virginia
– -$1.48M -15,268 Closed
NCM
2129
Novare Capital Management
North Carolina
– -$1.32M -13,685 Closed
DFG
2130
Delta Financial Group
New Jersey
– -$873K -9,029 Closed
Walleye Capital
2131
Walleye Capital
New York
– -$775K -8,012 Closed
RFG
2132
Range Financial Group
Oregon
– -$768K -7,938 Closed
FRA
2133
FFG Retirement Advisors
Colorado
– -$716K -7,408 Closed
YIH
2134
Y-Intercept (HK)
Hong Kong
– -$693K -7,167 Closed
MS
2135
Maven Securities
Jersey
– -$644K -6,660 Closed
MWM
2136
Maripau Wealth Management
Indiana
– -$634K -6,561 Closed
GA
2137
Greenspring Advisors
Maryland
– -$617K -6,384 Closed
RW
2138
Regimen Wealth
Georgia
– -$478K -5,898 Closed
FAAM
2139
First Ascent Asset Management
Colorado
– -$535K -5,537 Closed
CC
2140
Copperleaf Capital
North Carolina
– -$507K -5,240 Closed
KF
2141
Krilogy Financial
Missouri
– -$478K -4,946 Closed
AF
2142
Aldebaran Financial
– -$458K -4,732 Closed
FG
2143
Foster Group
Iowa
– -$407K -4,209 Closed
SPW
2144
Sonoma Private Wealth
California
– -$404K -4,173 Closed
BWP
2145
Balboa Wealth Partners
Arizona
– -$396K -4,094 Closed
PCM
2146
Penn Capital Management
Pennsylvania
– -$386K -3,991 Closed
WHCI
2147
W.H. Cornerstone Investments
Massachusetts
– -$380K -3,932 Closed
CAM
2148
CPA Asset Management
Florida
– -$377K -3,902 Closed
LEFP
2149
Leading Edge Financial Planning
Tennessee
– -$351K -3,631 Closed
SWM
2150
Seaside Wealth Management
California
– -$348K -3,602 Closed
84 85
86
87 88