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iShares Core S&P Small-Cap ETF
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Overview Fund Activity

2,094 hedge funds and large institutions have $45.5B invested in iShares Core S&P Small-Cap ETF in 2023 Q3 according to their latest regulatory filings, with 116 funds opening new positions, 916 increasing their positions, 783 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,094
Holders Change
+2
Holders Change %
+0.1%
% of All Funds
33.39%
Holding in Top 10
324
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-0.61%
% of All Funds
5.17%
New
116
Increased
916
Reduced
783
Closed
86
Calls
$33.8M
Puts
$17M
Net Calls
+$16.8M
Net Calls Change
-$24M

Top Buyers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$227M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$3.03B
3
CWM
3
Circle Wealth Management
New Jersey
$200M
4
Citigroup
4
Citigroup
New York
$172M
5
Comerica Bank
5
Comerica Bank
Texas
$120M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$189M
2
MRC
2
Millburn Ridgefield Corp
New York
$200M
3
CCA
3
Catalyst Capital Advisors
New York
$200M
4
HI
4
Horizon Investments
North Carolina
$46.1M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$876M
Name Holding Trade Value Shares
Change 		Shares
Change %
HW
226
Hancock Whitney
Mississippi
$22.8M -$1.82M -19,299 -7%
AWM
227
Abound Wealth Management
Tennessee
$22.8M +$616K +6,529 +3%
1SB
228
1ST Source Bank
Indiana
$22.5M -$180K -1,910 -0.8%
NYLIM
229
New York Life Investment Management
New York
$22.5M +$6.51M +69,052 +41%
FCI
230
Financial Counselors Inc
Kansas
$22.3M +$210K +2,224 +0.9%
OC
231
Oppenheimer & Co
New York
$22.2M -$250K -2,650 -1%
OIA
232
OneDigital Investment Advisors
Kansas
$22M -$3.38M -35,825 -13%
AWM
233
Avior Wealth Management
Nebraska
$21.9M +$1.23M +13,086 +6%
DWM
234
Dechtman Wealth Management
Colorado
$21.9M -$567K -6,010 -3%
CFO
235
Colony Family Offices
North Carolina
$21.7M +$20.6K +217 +0.1%
SPP
236
Single Point Partners
Massachusetts
$21.7M +$21.7M +228,617 New
VC
237
Veracity Capital
Georgia
$21.6M +$3.3M +35,017 +18%
PCFFS
238
Pacific Center for Financial Services
California
$21.5M +$6.68M +70,840 +45%
FFBTD
239
First Financial Bank - Trust Division
Ohio
$21.5M +$1.31M +13,849 +6%
MW
240
MBL Wealth
North Carolina
$21.3M +$632K +6,696 +3%
S
241
Syntrinsic
Colorado
$21.1M +$21.1M +223,857 New
FFS
242
Founders Financial Securities
Maryland
$20.8M -$2.33M -24,692 -10%
SGI
243
Summit Global Investments
Utah
$20.4M +$8.87M +94,020 +77%
TGAM
244
TBH Global Asset Management
Tennessee
$20.4M +$520K +5,517 +3%
FHB
245
First Hawaiian Bank
Hawaii
$20.3M -$179K -1,894 -0.9%
GWM
246
Geneos Wealth Management
Colorado
$20.3M +$304K +3,228 +2%
SMC
247
Smith, Moore & Co
Missouri
$20.2M +$255K +2,716 +1%
JAG
248
Journey Advisory Group
Kentucky
$20M +$7.34M +77,840 +58%
AF
249
Affiance Financial
Minnesota
$19.9M +$477K +5,057 +2%
VCM
250
Vision Capital Management
Oregon
$19.8M -$262K -2,776 -1%
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