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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
+$209M
3
CWM
Circle Wealth Management
New Jersey
+$199M
4
Citigroup
Citigroup
New York
+$130M
5
Comerica Bank
Comerica Bank
Texas
+$120M

Top Sellers

1
HNB
Huntington National Bank
Ohio
-$237M
2
MRC
Millburn Ridgefield Corp
New York
-$82.5M
3
CCA
Catalyst Capital Advisors
New York
-$82.5M
4
HI
Horizon Investments
North Carolina
-$71.8M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$70.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
HWM
451
HB Wealth Management
Georgia
$9.86M -$583K -6,184 -6%
PAM
452
Peninsula Asset Management
Florida
$9.83M +$92K +975 +0.9%
EWA
453
EP Wealth Advisors
California
$9.83M +$6.11M +64,785 +165%
CTC
454
Central Trust Company
Missouri
$9.81M -$96.2K -1,020 -1%
CWA
455
Consilio Wealth Advisors
Washington
$9.77M +$363K +3,964 +4%
FM
456
Family Management
New York
$9.77M -$2.4M -25,431 -20%
BA
457
Bristlecone Advisors
Washington
$9.71M -$154K -1,636 -2%
IWS
458
Insight Wealth Strategies
California
$9.7M -$313K -3,322 -3%
PI
459
Pachira Investments
California
$9.68M -$260K -2,751 -3%
C
460
Certuity
Florida
$9.68M -$6.23K -66 -0.1%
CWM
461
Cranbrook Wealth Management
Michigan
$9.6M -$10.1K -107 -0.1%
KWA
462
Kellett Wealth Advisors
Ohio
$9.53M +$4.51M +47,814 +90%
MCC
463
Money Concepts Capital
Florida
$9.51M +$407K +4,318 +4%
SAMT
464
Select Asset Management & Trust
Pennsylvania
$9.5M +$3.34M +35,373 +54%
TWP
465
TFO Wealth Partners
Ohio
$9.45M +$99.5K +998 +1%
EIA
466
Edgemoor Investment Advisors
Maryland
$9.45M +$1.04M +10,978 +12%
PFA
467
Pettinga Financial Advisors
Indiana
$9.44M +$221K +2,342 +2%
GCA
468
Greenwood Capital Associates
South Carolina
$9.43M +$49.5K +525 +0.5%
ISB
469
Iowa State Bank
Iowa
$9.37M +$377K +3,992 +4%
OCM
470
One Capital Management
California
$9.34M +$148K +1,572 +2%
CWM
471
Curi Wealth Management
North Carolina
$9.3M -$425K -4,506 -4%
EVM
472
Evelyn V. Moreno
$9.28M +$110K +1,169 +1%
RIM
473
Redwood Investment Management
Arizona
$9.27M +$1.7K +18 +0%
LPAM
474
Lodestar Private Asset Management
California
$9.26M +$233K +2,470 +3%
KIM
475
Karpus Investment Management
New York
$9.26M -$2.7M -28,588 -23%
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