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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 %
MF
601
Meridian Financial
Massachusetts
$6.16M +$32K +339 +0.5%
WS
602
Wela Strategies
Georgia
$6.13M +$6.13M +65,209 New
CSIC
603
Clifford Swan Investment Counsel
California
$6.12M +$2.08K +22 +0%
CA
604
CoreCap Advisors
Michigan
$6.12M -$227K -2,403 -4%
SIA
605
Soltis Investment Advisors
Utah
$6.11M +$201K +2,130 +3%
LC
606
Lindbrook Capital
California
$6.1M +$195K +2,068 +3%
DWT
607
Dorsey & Whitney Trust
South Dakota
$6.1M +$227K +2,409 +4%
AFG
608
ABLE Financial Group
Arizona
$6.09M +$767K +8,136 +14%
FHA
609
Flagship Harbor Advisors
Massachusetts
$6.09M -$90.9K -964 -1%
CIG
610
Cairn Investment Group
Washington
$6.08M -$66.2K -702 -1%
API
611
Advisor Partners II
California
$6.07M +$4.35M +46,126 +252%
PFM
612
Peak Financial Management
Massachusetts
$6.06M +$232K +2,459 +4%
EFS
613
Econ Financial Services
Pennsylvania
$6.06M +$132K +1,402 +2%
TA
614
Tectonic Advisors
Texas
$6.05M +$2.66M +28,162 +78%
IA
615
IFP Advisors
Florida
$6.03M +$360K +3,820 +6%
WEG
616
World Equity Group
Illinois
$6M +$5.16M +54,705 +609%
GMA
617
Glassy Mountain Advisors
Maryland
$5.98M +$468K +5,033 +8%
PFA
618
Pathway Financial Advisors
Vermont
$5.98M +$263K +2,793 +5%
AIM
619
Allen Investment Management
New York
$5.9M – – –
CCM
620
Canal Capital Management
Virginia
$5.89M -$85.2K -903 -1%
BFEC
621
Benjamin F. Edwards & Company
Missouri
$5.89M +$179K +1,897 +3%
QS
622
Quantitative Strategies
California
$5.87M +$311K +3,300 +6%
MWM
623
Magnolia Wealth Management
Alabama
$5.84M +$296K +3,136 +5%
EGWAG
624
Elwood & Goetz Wealth Advisory Group
Georgia
$5.83M -$424K -4,490 -7%
MNBTD
625
Moody National Bank Trust Division
Texas
$5.82M +$407K +4,313 +8%
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