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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 %
HF
376
Halpern Financial
Virginia
$12.6M -$189K -2,005 -1%
VWM
377
Venturi Wealth Management
Texas
$12.5M +$12M +127,105 +2,318%
HR
378
Hardy Reed
Mississippi
$12.5M – – –
IWMWV
379
Ironwood Wealth Management (West Virginia)
West Virginia
$12.5M +$62.5K +683 +0.5%
TWM
380
Tradition Wealth Management
Minnesota
$12.5M +$176K +1,863 +1%
TCM
381
Towercrest Capital Management
Pennsylvania
$12.4M +$163K +1,731 +1%
AWE
382
Avidian Wealth Enterprises
Texas
$12.4M +$2.06M +21,886 +20%
VCM
383
Verde Capital Management
Michigan
$12.4M +$338K +3,584 +3%
BIA
384
Bell Investment Advisors
California
$12.3M -$76K -806 -0.6%
LCWP
385
Legacy Capital Wealth Partners
Arkansas
$12.3M +$5.99M +63,505 +95%
CFGS
386
Concourse Financial Group Securities
Alabama
$12.3M -$14.3K -151 -0.1%
SWM
387
Spire Wealth Management
Virginia
$12.3M +$459K +4,869 +4%
Carson Wealth (CWM LLC)
388
Carson Wealth (CWM LLC)
Nebraska
$12.2M +$3.13M +33,160 +34%
MSA
389
Marino Stram & Associates
Massachusetts
$12.2M +$26K +276 +0.2%
KPWG
390
KFA Private Wealth Group
Virginia
$12.1M +$178K +1,891 +1%
GC
391
Grimes & Company
Massachusetts
$12.1M +$511K +5,416 +4%
EIG
392
Ellenbecker Investment Group
Wisconsin
$12M +$153K +1,623 +1%
ECM
393
Exchange Capital Management
Michigan
$12M +$158K +1,679 +1%
Principal Financial Group
394
Principal Financial Group
Iowa
$12M +$87.3K +925 +0.7%
GPA
395
Guidance Point Advisors
Massachusetts
$12M -$602K -6,379 -5%
TFA
396
Transamerica Financial Advisors
Florida
$12M +$8.49K +90 +0.1%
Mackenzie Financial
397
Mackenzie Financial
Ontario, Canada
$11.9M +$11.9M +130,000 New
WWM
398
Windsor Wealth Management
Indiana
$11.9M -$335K -3,554 -3%
KLI
399
Kelman-Lazarov Inc
Tennessee
$11.9M +$169K +1,791 +1%
SFWA
400
Summit Financial Wealth Advisors
Louisiana
$11.8M +$489K +5,283 +4%
14 15
16
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