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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 %
CFG
351
Compton Financial Group
Maryland
$13.5M +$327K +3,466 +2%
LBC
352
Lowe Brockenbrough & Co
Virginia
$13.4M +$616K +6,504 +5%
TCA
353
Trifecta Capital Advisors
Illinois
$13.4M +$1.23M +13,041 +10%
RVPG
354
Relative Value Partners Group
$13.4M -$2.37M -25,158 -15%
SWA
355
Stratos Wealth Advisors
Ohio
$13.4M +$217K +2,297 +2%
LP
356
LGL Partners
Pennsylvania
$13.4M +$201K +2,128 +2%
TFO
357
Tarbox Family Office
California
$13.4M -$6.62M -70,148 -33%
P
358
&Partners
Tennessee
$13.4M +$245K +2,601 +2%
CFA
359
CWS Financial Advisors
Michigan
$13.3M +$1.22M +12,932 +10%
WH
360
Whitcomb & Hess
Ohio
$13.3M +$286K +3,028 +2%
AFS
361
Aft Forsyth & Sober
Florida
$13.3M – – –
TCOV
362
Trust Company of Vermont
Vermont
$13.3M +$367K +3,887 +3%
ATC
363
Argent Trust Co
Tennessee
$13.3M +$2.07M +21,991 +19%
VCP
364
Verus Capital Partners
Arizona
$13.3M +$2.48M +26,265 +23%
BNP Paribas Financial Markets
365
BNP Paribas Financial Markets
France
$13.3M +$6.17M +65,453 +87%
BHIA
366
Birch Hill Investment Advisors
Massachusetts
$13.2M -$260K -2,761 -2%
MHS
367
M Holdings Securities
Oregon
$13.1M +$10.8M +114,464 +460%
BWIA
368
Bryant Woods Investment Advisors
New York
$13.1M +$498K +5,282 +4%
WT
369
Washington Trust
Rhode Island
$13.1M +$336K +3,561 +3%
RWB
370
RMR Wealth Builders
New Jersey
$13M +$1.86M +19,707 +17%
LIA
371
LBMC Investment Advisors
Tennessee
$13M +$795K +8,685 +7%
FBB
372
Fulton Breakefield Broenniman
Maryland
$13M +$457K +4,850 +4%
KPWS
373
Kestra Private Wealth Services
Texas
$12.7M +$906K +9,604 +8%
AAS
374
Ameritas Advisory Services
Nebraska
$12.7M +$5.3M +56,942 +72%
OPWM
375
Oakwell Private Wealth Management
Texas
$12.6M +$416K +4,411 +3%
13 14
15
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