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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 %
MFG
201
Magnus Financial Group
New York
$26.8M +$227K +2,279 +0.9%
OIA
202
OneDigital Investment Advisors
Kansas
$26.8M -$577K -5,788 -2%
GC
203
Guidance Capital
Kentucky
$26.8M +$26.8M +262,406 New
RJT
204
Raymond James Trust
Florida
$26.3M +$1.16M +11,682 +5%
HI
205
Hudock Inc
Pennsylvania
$26.1M +$152K +1,523 +0.6%
MCWS
206
McKinley Carter Wealth Services
West Virginia
$26.1M -$891K -8,939 -3%
HW
207
Hancock Whitney
Mississippi
$26M +$1.17M +11,787 +5%
AF
208
Ally Financial
Michigan
$26M – – –
DADC
209
D.A. Davidson & Co
Montana
$25.9M +$1.47M +14,782 +6%
WAM
210
Wallington Asset Management
Indiana
$25.9M +$385K +3,865 +2%
MERSOM
211
Municipal Employees' Retirement System of Michigan
Michigan
$25.7M – – –
RFA
212
RTD Financial Advisors
Pennsylvania
$25.5M +$1.44M +14,441 +6%
SG Americas Securities
213
SG Americas Securities
New York
$25.4M +$20.3M +203,637 +399%
BFPW
214
BOK Financial Private Wealth
Colorado
$25.3M -$199K -1,994 -0.8%
GL
215
Graypoint LLC
New York
$25.1M +$6.33M +63,552 +34%
WTC
216
WhitTier Trust Company
Nevada
$25.1M +$123K +1,233 +0.5%
HCA
217
Heck Capital Advisors
Wisconsin
$24.7M -$331K -3,318 -1%
VFA
218
Voya Financial Advisors
Connecticut
$24.7M -$22.6M -227,058 -48%
SIC
219
Shoker Investment Counsel
Ohio
$24.5M +$592K +5,943 +2%
QCG
220
Quadrant Capital Group
Ohio
$24.5M -$73K -733 -0.3%
SPC
221
Sigma Planning Corp
Michigan
$24.4M -$2.51M -25,231 -9%
FFS
222
Founders Financial Securities
Maryland
$24.4M +$2.79M +27,978 +13%
CTA
223
Chesley Taft & Associates
Illinois
$24.1M +$375K +3,759 +2%
1SB
224
1ST Source Bank
Indiana
$24M +$287K +2,884 +1%
DWM
225
Dechtman Wealth Management
Colorado
$23.7M +$23.7M +237,786 New
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