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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 %
AF
201
Ally Financial
Michigan
$25.2M – – –
HI
202
Hudock Inc
Pennsylvania
$25.2M +$673K +6,957 +3%
MERSOM
203
Municipal Employees' Retirement System of Michigan
Michigan
$24.9M – – –
WAM
204
Wallington Asset Management
Indiana
$24.8M +$328K +3,390 +1%
BFPW
205
BOK Financial Private Wealth
Colorado
$24.7M +$2.03K +21 +0%
AWM
206
Apollon Wealth Management
South Carolina
$24.6M +$1.36M +14,092 +6%
BCM
207
Brookstone Capital Management
Illinois
$24.5M -$5.11M -53,273 -17%
RJT
208
Raymond James Trust
Florida
$24.4M +$643K +6,645 +3%
RSWM
209
Robertson Stephens Wealth Management
California
$24.4M +$13.9M +144,133 +133%
HCA
210
Heck Capital Advisors
Wisconsin
$24.3M +$454K +4,700 +2%
PA
211
Pinnacle Associates
New York
$24.3M -$250K -2,587 -1%
WTC
212
WhitTier Trust Company
Nevada
$24.2M +$724K +7,489 +3%
HW
213
Hancock Whitney
Mississippi
$24.1M -$6.53M -67,502 -21%
QCG
214
Quadrant Capital Group
Ohio
$23.9M +$1.29M +13,291 +6%
DADC
215
D.A. Davidson & Co
Montana
$23.7M -$1.29M -13,354 -5%
RFA
216
RTD Financial Advisors
Pennsylvania
$23.4M -$78.4K -811 -0.3%
SWM
217
Stockman Wealth Management
Montana
$23.3M +$4.79M +49,520 +26%
SIC
218
Shoker Investment Counsel
Ohio
$23.2M -$144K -1,484 -0.6%
LSERS
219
Louisiana State Employees Retirement System
Louisiana
$23.2M – – –
FCI
220
Financial Counselors Inc
Kansas
$23.1M -$1.46M -15,136 -6%
KIM
221
Karpus Investment Management
New York
$23.1M +$5.68M +58,785 +33%
1SB
222
1ST Source Bank
Indiana
$23M +$2.91M +30,086 +14%
CTA
223
Chesley Taft & Associates
Illinois
$23M -$3.19M -32,970 -12%
CFO
224
Colony Family Offices
North Carolina
$22.9M +$246K +2,546 +1%
SPP
225
Single Point Partners
Massachusetts
$22.6M +$1.14M +11,741 +5%
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