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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 %
BFG
326
Bleakley Financial Group
New Jersey
$14.8M +$5.94K +63 +0%
AWM
327
Apollon Wealth Management
South Carolina
$14.7M -$1.33M -14,147 -8%
RDFA
328
Ritter Daniher Financial Advisory
Ohio
$14.6M +$481K +5,100 +3%
SL
329
Salomon & Ludwin
Virginia
$14.6M -$197K -2,092 -1%
CS
330
Comerica Securities
Michigan
$14.5M +$291K +3,073 +2%
Lido Advisors
331
Lido Advisors
California
$14.5M +$1.4M +14,796 +11%
DWM
332
Dakota Wealth Management
Florida
$14.5M +$11.7M +124,028 +421%
PMG
333
ProVise Management Group
Florida
$14.5M -$131K -1,386 -0.9%
TPCW
334
TD Private Client Wealth
New York
$14.5M +$186K +1,972 +1%
PWLP
335
Prio Wealth Limited Partnership
Massachusetts
$14.3M +$266K +2,817 +2%
FA
336
Flagstar Advisors
New York
$14.3M -$1.17M -12,395 -8%
NEPPG
337
New England Professional Planning Group
Rhode Island
$14.3M -$116K -1,227 -0.8%
Legal & General Group
338
Legal & General Group
United Kingdom
$14.2M -$12M -127,300 -46%
DAS
339
Dynamic Advisor Solutions
Arizona
$14.2M +$3.36M +35,603 +31%
CAL
340
Capital Analysts LLC
Pennsylvania
$14.1M +$764K +8,101 +6%
SAM
341
Summit Asset Management
Tennessee
$14M +$93.8K +994 +0.7%
PSIWM
342
Paradigm Strategies in Wealth Management
Minnesota
$14M +$292K +3,094 +2%
LA
343
Legacy Advisors
Pennsylvania
$13.8M +$658K +6,940 +5%
SB
344
Sunflower Bank
Texas
$13.8M +$1.4M +14,829 +11%
CA
345
Capital Advantage
California
$13.7M +$41.6K +441 +0.3%
CRC
346
Curi RMB Capital
Illinois
$13.7M -$767K -8,134 -5%
VFIC
347
Valley Forge Investment Consultants
Pennsylvania
$13.7M +$1.38M +14,650 +11%
BCM
348
Brookstone Capital Management
Illinois
$13.6M -$6.45M -71,070 -32%
CFP
349
Catalyst Financial Partners
Massachusetts
$13.5M +$2.81M +29,837 +26%
MWM
350
Marietta Wealth Management
Georgia
$13.5M +$1.09M +11,565 +9%
12 13
14
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