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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 %
FMWA
301
Forvis Mazars Wealth Advisors
Missouri
$16.5M +$806K +8,545 +5%
IWC
302
Integrated Wealth Concepts
Massachusetts
$16.4M -$519K -5,501 -3%
PG
303
Proffitt & Goodson
Tennessee
$16.4M +$2.4M +25,467 +17%
BPA
304
Beacon Pointe Advisors
California
$16.4M -$76K -806 -0.5%
CW
305
Connectus Wealth
Ohio
$16.3M +$6.84M +72,464 +72%
LFS
306
Lutz Financial Services
Nebraska
$16.3M +$120K +1,275 +0.7%
ETS
307
ESL Trust Services
New York
$16.2M +$935K +9,912 +6%
FHA
308
First Horizon Advisors
Tennessee
$15.8M -$544K -5,772 -3%
NSLI
309
Nan Shan Life Insurance
Taiwan
$15.7M +$12.5M +132,000 +386%
EW
310
Enzi Wealth
Texas
$15.6M +$825K +9,040 +6%
CA
311
Cumberland Advisors
Florida
$15.6M +$1.73M +18,390 +12%
WJA
312
Willis Johnson & Associates
Texas
$15.6M +$144K +1,527 +0.9%
JA
313
JVL Associates
Michigan
$15.6M +$57.5K +610 +0.4%
RFP
314
Roth Financial Partners
Texas
$15.6M +$366K +3,874 +2%
CPG
315
Cornerstone Planning Group
New Jersey
$15.5M +$2.35M +24,951 +18%
KWMG
316
King Wealth Management Group
Florida
$15.5M +$234K +2,484 +2%
IA
317
IFG Advisors
Missouri
$15.4M +$149K +1,584 +1%
BSSFA
318
Baron Silver Stevens Financial Advisors
Florida
$15.3M +$253K +2,685 +2%
ST
319
Smithfield Trust
Pennsylvania
$15.3M -$34.2K -363 -0.2%
Two Sigma Advisers
320
Two Sigma Advisers
New York
$15.2M +$15.2M +161,100 New
FHC
321
Fort Henry Capital
West Virginia
$15.1M -$236K -2,506 -2%
MW
322
Marcum Wealth
Ohio
$15.1M +$3.67M +38,909 +32%
CGA
323
Crescent Grove Advisors
Illinois
$15M +$196K +2,069 +1%
GGS
324
Galvin Gaustad & Stein
Arizona
$15M +$94.7K +1,004 +0.6%
EA
325
Evergreen Advisors
Tennessee
$14.8M +$433K +4,588 +3%
11 12
13
14 15