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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
1
Balyasny Asset Management
Illinois
$227M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$3.03B
3
CWM
3
Circle Wealth Management
New Jersey
$200M
4
Citigroup
4
Citigroup
New York
$172M
5
Comerica Bank
5
Comerica Bank
Texas
$120M

Top Sellers

1
HNB
1
Huntington National Bank
Ohio
$189M
2
CCA
2
Catalyst Capital Advisors
New York
$200M
3
MRC
3
Millburn Ridgefield Corp
New York
$200M
4
HI
4
Horizon Investments
North Carolina
$46.1M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$876M
Name Holding Trade Value Shares
Change 		Shares
Change %
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$334M -$16.9M -178,868 -5%
RFC
27
Regions Financial Corp
Alabama
$332M -$564K -5,982 -0.2%
HighTower Advisors
28
HighTower Advisors
Illinois
$295M +$19.6M +207,440 +7%
CAM
29
Cresset Asset Management
Illinois
$291M +$20.5M +217,343 +8%
Osaic Holdings
30
Osaic Holdings
Arizona
$258M +$42.1M +446,428 +20%
Baird Financial Group
31
Baird Financial Group
Wisconsin
$256M +$536K +5,682 +0.2%
Balyasny Asset Management
32
Balyasny Asset Management
Illinois
$227M +$227M +2,405,092 New
AA
33
Alesco Advisors
New York
$222M -$11.4M -120,418 -5%
AA
34
Acorns Advisers
California
$218M +$4.59M +48,689 +2%
Fifth Third Bancorp
35
Fifth Third Bancorp
Ohio
$214M -$43.3M -459,379 -17%
HTC
36
Haverford Trust Company
Pennsylvania
$201M -$4.18M -44,309 -2%
CCA
37
Catalyst Capital Advisors
New York
$200M -$82.5M -874,887 -29%
MRC
38
Millburn Ridgefield Corp
New York
$200M -$82.5M -874,887 -29%
CWM
39
Circle Wealth Management
New Jersey
$200M +$199M +2,113,252 +61,773%
PFO
40
Pathstone Family Office
New Jersey
$190M +$94.3M +999,503 +98%
HNB
41
Huntington National Bank
Ohio
$189M -$237M – –
Members Trust
42
Members Trust
Florida
$184M -$3.58M -37,727 -2%
UCFA
43
United Capital Financial Advisors
Texas
$183M -$27.1M -286,864 -13%
Mariner
44
Mariner
Kansas
$177M +$1.62M +17,219 +0.9%
Citigroup
45
Citigroup
New York
$172M +$130M +1,382,354 +313%
State Street
46
State Street
Massachusetts
$167M +$73.4M +774,017 +78%
Bank of Montreal
47
Bank of Montreal
Ontario, Canada
$166M +$1.66M +17,039 +1%
VFA
48
Valeo Financial Advisors
Indiana
$150M +$8.13M +95,379 +6%
WANY
49
Wealthspire Advisors (New York)
New York
$145M +$1.43M +15,133 +1%
JPMorgan Chase & Co
50
JPMorgan Chase & Co
New York
$144M -$4.3M -45,548 -3%
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