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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 %
SPC
251
Sigma Planning Corp
Michigan
$19.8M -$3.33M -35,350 -14%
YCM
252
Yousif Capital Management
Michigan
$19.7M +$19.7M +208,928 New
FA
253
Fountainhead AM
New Jersey
$19.7M +$932K +9,885 +5%
ODG
254
O'Dell Group
Ohio
$19.7M +$460K +4,878 +2%
HG
255
Harbor Group
New Hampshire
$19.7M +$830K +8,798 +4%
ATPW
256
Ashton Thomas Private Wealth
Arizona
$19.6M +$2.47M +26,136 +14%
BPWM
257
Badgley Phelps Wealth Managers
Washington
$19.5M +$213K +2,261 +1%
RCA
258
Resonant Capital Advisors
Wisconsin
$19.5M +$562K +5,927 +3%
CMA
259
Cedar Mountain Advisors
Oregon
$19.5M +$26.9K +285 +0.1%
SB
260
Simmons Bank
Arkansas
$19.3M +$150K +1,586 +0.8%
ASN
261
Advisory Services Network
Georgia
$19.2M +$2.71M +28,704 +16%
Prudential Financial
262
Prudential Financial
New Jersey
$19.2M +$2.19M +23,244 +13%
FWM
263
Fairhaven Wealth Management
Illinois
$19.2M -$122K -1,295 -0.6%
BHWM
264
Bar Harbor Wealth Management
New Hampshire
$19.2M -$153K -1,619 -0.8%
SS
265
Simplicity Solutions
Minnesota
$19.1M +$951K +10,084 +5%
SFS
266
Summit Financial Strategies
Ohio
$19M -$21.4K -227 -0.1%
MSA
267
Mason Street Advisors
Wisconsin
$19M – – –
AC
268
Asio Capital
Kentucky
$18.9M +$868K +9,158 +5%
CWA
269
CJM Wealth Advisers
Virginia
$18.6M -$541K -5,733 -3%
OA
270
Operose Advisors
Wisconsin
$18.6M +$619K +6,565 +3%
CA
271
Cornerstone Advisory
Maryland
$18.5M +$2.36M +25,066 +15%
NC
272
NewSquare Capital
Pennsylvania
$18.3M +$1.13M +12,194 +7%
GRP
273
Global Retirement Partners
California
$18.1M -$449K -4,901 -2%
RRA
274
Round Rock Advisors
Connecticut
$18.1M +$234K +2,476 +1%
RCAG
275
Rehmann Capital Advisory Group
Michigan
$17.9M +$3.25M +34,440 +22%
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