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

Top Sellers

1
HNB
Huntington National Bank
Ohio
$189M
2
MRC
Millburn Ridgefield Corp
New York
$200M
3
CCA
Catalyst Capital Advisors
New York
$200M
4
HI
Horizon Investments
North Carolina
$46.1M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$876M
Name Holding Trade Value Shares
Change 		Shares
Change %
ST
276
Sageworth Trust
Pennsylvania
$17.7M -$39.6M -420,185 -69%
RSWM
277
Robertson Stephens Wealth Management
California
$17.6M +$1.12M +11,803 +7%
WAP
278
Wealthcare Advisory Partners
Pennsylvania
$17.6M +$2.27M +24,035 +15%
SG Americas Securities
279
SG Americas Securities
New York
$17.5M -$6.48M -68,744 -27%
CS
280
Credit Suisse
Switzerland
$17.5M -$61.6K -653 -0.4%
FAM
281
Frontier Asset Management
Wyoming
$17.4M +$4.56M +48,362 +35%
AWA
282
Alaska Wealth Advisors
Alaska
$17.4M +$372K +3,942 +2%
FBA
283
Front Barnett Associates
Illinois
$17.4M -$57.1K -605 -0.3%
PAI
284
Pittenger & Anderson Inc
Nebraska
$17.3M +$1.82M +19,306 +12%
EWM
285
Executive Wealth Management
Michigan
$17.2M +$578K +6,129 +3%
PP
286
Pegasus Partners
Wisconsin
$17.2M -$3.79M -40,201 -18%
TPWA
287
TRUE Private Wealth Advisors
Oregon
$17.2M +$15.7M +166,719 +1,051%
BOS
288
Bank of Stockton
California
$17.2M -$835K -9,433 -5%
VFPW
289
Vantage Financial Partners (Wisconsin)
Wisconsin
$17.1M +$5.99M +63,449 +54%
T
290
TrueFG
Texas
$17M +$618K +6,554 +4%
VVP
291
Venture Visionary Partners
Ohio
$16.9M +$158K +1,674 +0.9%
SC
292
Savant Capital
Illinois
$16.8M +$3.2M +33,897 +24%
TCM
293
Twele Capital Management
Minnesota
$16.8M -$50.8K -539 -0.3%
William Blair & Company
294
William Blair & Company
Illinois
$16.8M -$396K -4,200 -2%
YIA
295
YHB Investment Advisors
Connecticut
$16.6M +$289K +3,061 +2%
PFP
296
Pinnacle Financial Partners
Tennessee
$16.6M +$1.51M +16,022 +10%
PWMAG
297
Pinnacle Wealth Management Advisory Group
New Jersey
$16.6M -$1.19M -12,666 -7%
BWM
298
Baron Wealth Management
Michigan
$16.5M +$170K +1,807 +1%
FNBT
299
FineMark National Bank & Trust
Florida
$16.5M +$425K +4,507 +3%
CB
300
Community Bank
New York
$16.5M -$68.8K -729 -0.4%
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