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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 %
Tudor Investment Corp
2176
Tudor Investment Corp
Connecticut
– -$228K -2,358 Closed
NFP
2177
NorthLanding Financial Partners
New York
– -$224K -2,318 Closed
BFC
2178
Bedel Financial Consulting
Indiana
– -$223K -2,304 Closed
SIMG
2179
Sonora Investment Management Group
Arizona
– -$221K -2,289 Closed
IPAM
2180
ICICI Prudential Asset Management
India
– -$219K -2,270 Closed
APP
2181
Avantax Planning Partners
Iowa
– -$214K -2,214 Closed
WIC
2182
Woodmont Investment Counsel
Tennessee
– -$210K -2,175 Closed
BWM
2183
BCS Wealth Management
Tennessee
– -$210K -2,171 Closed
BCA
2184
Bay Colony Advisors
Massachusetts
– -$206K -2,165 Closed
AIS
2185
AM Investment Strategies
Tennessee
– -$206K -2,134 Closed
IWA
2186
Inspirion Wealth Advisors
Illinois
– -$204K -2,114 Closed
WC
2187
Wealth CMT
New Jersey
– -$183K -1,888 Closed
AWM
2188
Activest Wealth Management
Florida
– -$154K -1,610 Closed
GFWA
2189
Grey Fox Wealth Advisors
Delaware
– -$83K -859 Closed
TSA
2190
Tri-Star Advisors
Texas
– -$76.1K -787 Closed
WAG
2191
Windsor Advisory Group
Ohio
– -$70.1K -725 Closed
TRCT
2192
Tower Research Capital (TRC)
New York
– -$60K -621 Closed
CIA
2193
Cascade Investment Advisors
Oregon
– -$35.9K -371 Closed
TWD
2194
True Wealth Design
Ohio
– -$23.2K -240 Closed
M1FG
2195
Mach-1 Financial Group
Arkansas
– -$20.1M -208 Closed
PCM
2196
Pointe Capital Management
Michigan
– -$13.7K -142 Closed
AWM
2197
Accel Wealth Management
Iowa
– -$11.5K -119 Closed
KLWA
2198
Kelly Lawrence W & Associates
California
– -$10.8K -112 Closed
BHWM
2199
Bay Harbor Wealth Management
Maryland
– -$7.54K -78 Closed
SSG
2200
Summit Securities Group
New York
– -$7K -76 Closed
85 86 87
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